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Case Study · Healthcare · New York City

Automating onboarding paperwork for a home-healthcare provider

A New York City home-healthcare provider had patient data in Salesforce but still built onboarding paperwork by hand. We connected the data to signed documents.

The signal

Salesforce held the patient data. The documents needed that data. But without a document workflow, the team still bridged the gap by hand. In onboarding, document mistakes are not just annoyances. They create delays, confusion, rework, and risk.

The challenge

Salesforce had the data - the paperwork process was still manual.

Data copied by hand into documents
Outdated templates in use
Required documents missed
Signature status hard to track
The root cause The company did not just need document templates. It needed a controlled document workflow connected to Salesforce as the system of record - so Salesforce could drive onboarding, not just store it.
The diagnostic work

Understand the onboarding workflow, not just the documents.

1
Map the documents to the data
Which documents are needed, when, and which Salesforce fields merge into each.
2
Trace the signature path
Who signs, what happens after documents are sent, and how the team knows paperwork is complete.
3
Find the friction
Where delays and manual steps were slowing onboarding down.
The solution

A document-generation and e-signature workflow on Salesforce, Conga Composer, and DocuSign.

Before
  • Paperwork built manually
  • Patient data copied by hand
  • Signature status tracked from memory
  • Documents living outside Salesforce
After
  • Documents generated from Salesforce data
  • Approved templates, merged consistently
  • Sent for signature through DocuSign
  • Onboarding driven from the record
Why it mattered

Manual document processes create hidden risk .

People copy and paste. Templates get reused. Fields get missed. Signature status becomes something someone has to remember. Connecting Salesforce, Conga Composer, and DocuSign created a cleaner path from patient data to completed paperwork.

The result

A Salesforce-connected path from patient data to completed, signed paperwork.

Connected
Salesforce data, onboarding documents, and signatures in one workflow
Consistent
paperwork generated from approved templates and Salesforce records
Lighter
less manual document prep, onboarding driven from Salesforce
Services applied
Document generation Conga Composer DocuSign workflow Onboarding process design System-of-record alignment

Still rebuilding paperwork by hand?

If Salesforce holds the data but the documents are manual, there is usually a controlled workflow waiting to be built. Let us map it.

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