unified-channels-blue-gradient-background-2x-2
Document Journey Automation Industry Insights Pharma HUB Services

Top 3 Document Exchange Workflow Challenges for Patient Assistance Programs

Top 3 Document Exchange Workflow Challenges for Patient Assistance Programs
Corey Washington
Written By Corey Washington
On Sep, 9 2025
4 minute read

When affordability becomes a barrier to necessary medications, patient assistance programs (PAPs) play a critical role in bridging the gap. However, inefficient document exchange workflows can significantly slow down a patient’s path to treatment and impact their well-being.

 

From zPaper’s work with PAP leaders, three workflow challenges stand out. Just as important, we’ll discuss  how organizations are overcoming them to deliver faster, more reliable patient support.

 

 

Lack of Fax to Salesforce Integration

 

Many PAPs suffer inefficiencies due to manual processes for uploading, classifying, and linking documents to the correct records. These disconnected workflows are not only time-consuming but also increase the risk of errors and delays.

One way to address this challenge is to amplify the technology behind PAPs with document workflow automation. An enterprise-grade fax solution built to align with the security and compliance needs of healthcare seamlessly links both inbound and outbound documents to Salesforce records. This upgrade ensures bi-directional syncing of data and files, removes the need for manual steps, and streamlines the entire process.

As a result, PAPs benefit from fully integrated document workflows that reduce administrative burden, enhance data accuracy, and significantly speed up turnaround times—ultimately enriching patient support.

 

Outbound Fax Delivery Uncertainty

 

When PAP teams can't confirm whether faxes were successfully sent, they’re forced to guess. This irregularity delays follow-up actions and creates unnecessary ambiguity in time-sensitive workflows.

With real-time delivery tracking, PAPs can receive status updates and error insights directly within Salesforce or other systems. This monitoring goes beyond typical tracking, helping teams understand delivery insights for both incoming and outgoing faxes. These notifications give teams immediate visibility into each fax’s journey and outcome.

Consequently, PAP teams can proactively monitor delivery, quickly identify issues, and take faster action, which improves communication reliability and decreases delays.

 

Inbound Fax Failures

 

Partial or missing faxes can create significant roadblocks, stalling PAP enrollment or delaying the start of treatment. These communication gaps disrupt workflows and impact patient care.

 

To fix this issue, PAPs can implement full-frame visibility into every fax powered by a solution-owned fax infrastructure and SSLFax® secure delivery. This transparency ensures every transmission is traceable, reliable, and compliant with security standards.

 

Along with tracking, PAPs can harness the ability to leverage digital document interaction workflows that can be automatically triggered to quickly address fax failure notifications with outbound recipients, obtain updated information, and enrich both patient and provider contact details.

 

With greater visibility and control, PAP teams can resolve inbound fax issues faster and reduce the chances of future transmission failures, keeping processes on track and patients supported with dependable distribution of information.

 

 

Other Workflow Challenges

 

Other document exchange workflow challenges for PAPs include difficulty gathering additional documents or images, missing information on forms, illegible handwriting on forms, and OCR struggles with handwritten forms.

 

Difficulty Gathering Additional Documents or Images

 

Delays in PAP enrollment or re-enrollment often stem from the slow, manual collection of supporting documents. zPaper’s Sprkz platform streamlines this process with an interactive, web-based form that allows providers or care teams to attach assets digitally. These files render cleanly and are delivered directly into the correct Salesforce record, enabling faster, high-quality submissions.

 

Missing Information on Forms

 

Incomplete PAP forms often lead to repeated follow-ups and processing delays. zPaper’s Sprkz platform addresses this challenge by enforcing required fields, validating data, and allowing easy uploads of supporting documents like lab results, IDs, or prior authorizations. This seamless digital experience ensures submissions are complete and accurate—reducing friction, speeding up enrollment or therapy initiation, and improving medication adherence.


Illegible Handwriting on Forms

 

Clarifying handwritten or unclear PAP form content often requires repeated outreach and manual effort that slows down the process. zPaper’s Sprkz platform eliminates this issue by enabling providers, staff, or patients to submit forms with clear, typed digital input. The result is legible, accurate submissions that reduce back-and-forth communication and accelerate processing.

 

OCR Struggles with Handwritten Forms

 

OCR software often struggles to read handwritten PAP forms accurately, leading to data errors, extra cleanup, and slower processing. zPaper’s Sprkz platform alleviates this dilemma by capturing clean, typed input from the start, ensuring that scanned data is accurate and reliable. This solution improves data quality, speeds up automation, and reduces time spent correcting mistakes.

 

zPaper Helps Modernize PAP Document Exchange

 

As the demand for patient assistance grows, modernizing document exchange workflows for PAPs isn’t just a convenience—it’s a critical step toward more equitable and efficient care.

 

By improving fax to Salesforce integration, confirming outbound fax deliveries, and resolving inbound fax issues, teams can deliver faster, more reliable support to patients who need it most.

 

 

Turn Document Bottlenecks into Dreakthroughs

 

Contact us to discover how intelligent digital document and data exchange can streamline your document exchange and enhance the patient experience.

Recommended Articles:

Submit a Comment

unified-channels-blue-gradient-background-2x-2

Subscribe to get insights delivered directly to your email.