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Industry-Specific · Healthcare & Medical

Industry-Ready Solution for Medical Equipment Company

End-to-end digitization of medical equipment prescription workflow with automated patient intake, inventory tracking, document generation, and delivery management.

Affiliated Medical Supplies · Atlanta, GA, USA
Read the build
Walkthrough

See the system run

The change

From manual to automatic

One change at a time — swipe through the four.

  1. 01 / 04
    By hand

    And implemented complete

    Handled manually, step by step.

    Automatically

    Now automated

    Designed and implemented complete Monday CRM with custom boards: Main Pipeline, Inventory, Contacts, Expenses, How-to

  2. 02 / 04
    By hand

    Digital patient intake

    Handled manually, step by step.

    Automatically

    Now automated

    Created digital patient intake forms auto-populating Monday CRM with physician referrals and patient data

  3. 03 / 04
    By hand

    Inventory management

    Handled manually, step by step.

    Automatically

    Now automated

    Built automated inventory management system linking equipment selection to patient orders

  4. 04 / 04
    By hand

    Document generation

    Handled manually, step by step.

    Automatically

    CRM data

    Developed automated document generation creating Delivery Receipts and Lien Assignments from CRM data

What we shipped

Inside the build

Designed and implemented complete Monday CRM with custom boards: Main Pipeline, Inventory, Contacts, Expenses, How-to

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Created digital patient intake forms auto-populating Monday CRM with physician referrals and patient data

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Built automated inventory management system linking equipment selection to patient orders

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Developed automated document generation creating Delivery Receipts and Lien Assignments from CRM data

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Implemented delivery scheduling system with patient booking and automatic notifications

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Created digital signature workflow with photo upload for equipment delivery confirmation

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Built automated invoicing system with email and SMS notifications in patient's preferred language

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Integrated web forms for physicians and delivery staff with real-time CRM updates

MondayMakeGoogle SheetsGoogle DrivePandaDoc

Provided comprehensive user training and documentation with video tutorials

MondayMakeGoogle SheetsGoogle DrivePandaDoc
Results

Measurable results

Swipe the metrics — each one with what it changed in the business, and why it mattered.

  • Patient Experience

    Reduced overall patient processing time by 60% from intake to delivery

    Faster service delivery improves patient outcomes and satisfaction while creating capacity to grow the patient base without hiring additional staff.

  • Digital Compliance

    Eliminated Excel spreadsheets and paper notebooks completely

    Digital record keeping ensures regulatory compliance while eliminating the operational risks and inefficiencies of paper-based medical workflows.

  • Workforce Flexibility

    Enabled flexible hourly staffing for manager and delivery personnel

    Variable staffing model reduces fixed costs by 30-40% while maintaining service quality, improving profitability during demand fluctuations.

  • Provider Integration

    Automated patient form submission directly from physician offices

    Seamless physician integration increases referral volume while reducing administrative burden, strengthening the entire healthcare delivery chain.

  • Digital Verification

    Digital signature capture and photo documentation for all deliveries

    Complete digital documentation eliminates disputes, ensures regulatory compliance, and reduces administrative overhead while improving customer service.

  • Cultural Accessibility

    Multilingual automated notifications (email and SMS) based on patient language preference

    Automated multilingual communication expands market reach while improving patient satisfaction and reducing staff workload for diverse communities.

  • Inventory Intelligence

    Real-time inventory tracking integrated with patient equipment assignments

    Perfect inventory visibility eliminates stockouts, reduces carrying costs, and ensures accurate billing while maintaining regulatory compliance for medical equipment.

Stack

Built on what they already ran

No rip-and-replace, no new SaaS to buy — we connected the tools already in the building.

Runs on
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Works equally with
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Reviews

In the client's own words

We went from Excel and paper notebooks to a complete digital system in two weeks. Now physicians submit referrals online, inventory tracks automatically, documents generate with one click, and delivery staff capture signatures on-site. This let us move key staff to hourly work instead of salaries, giving us flexibility to grow.

Elena Pak — Operations Manager at Affiliated Medical Supplies

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