Case Study: Schumacher Group saves $1M+ and boosts revenue by automating complex healthcare form filling with Conga Composer (Conga)

Schumacher Group Saves $1,000,000+ by Automating Complex Healthcare Form Filling with Conga Composer

Schumacher Group faced a costly, time-consuming process of manually re‑entering data on thousands of complex Medicare, Medicaid, hospital and insurer PDF and Word forms each month. The organization needed a way to enter information once in Salesforce and automatically populate standard government insurance forms and physician certification applications.

After evaluating seven AppExchange solutions, Schumacher Group implemented Conga Composer to merge data from 47 custom objects onto PDF and Word forms. The automation eliminated the manual re‑keying performed by seven full‑time employees, automated more than 1,400 forms per month, sped physician certification to increase revenue collection, improved recruitment and retention by pre‑filling forms for clinicians, and saved the company over $1,000,000.

Schumacher Group

Doyle Moody

Administrator