Start from the document you have
Use your existing provider participation agreement as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
Healthcare
Keep healthcare
programs moving.
A new service, health plan, or patient support program shouldn’t wait on document preparation. Give your teams the tools to update templates, preview the result, and generate agreements, enrollment forms, and correspondence from Salesforce.
- Make wording changes and preview documents without an IT ticket
- Keep details consistent across forms, agreements, and letters
- Have the documents ready when a service or program launches
Explore your industry
Find the documents your team works with
See the agreements, forms, and schedules for your part of the industry.
Revenue Cycle Services
Client or supplier agreement · Statement of work · Amendment and renewal schedule
View documents
Virtual Care
Customer service agreement · Program and service schedule · Amendment or renewal document
View documents
Pharma
HCP agreements · HCO agreements · SOWs and amendments
View documentsOpusDocs AI for Healthcare
Prepare healthcare templates with less manual setup.
Help operations and legal maintain provider agreements, location schedules, and onboarding letters in Word. AI assists with template preparation and highlights issues for review.
Find fields. Explain the variations.
Find Salesforce fields for practice, network and service locations. Describe rules for networks, service locations, and optional schedules and review AI’s suggested logic.
Catch template issues before release
AI Review flags potential hardcoded values, blanks, obsolete fields, and missing signature tags. Review findings beside the relevant text in Word and decide what to change.
AI prepares. Your team approves. Your operations and legal teams approve content and release.
Fewer document delays between teams
Keep document preparation off the critical path
A member letter needs new wording. A practice needs its agreement. A support program needs updated forms. Give the teams responsible a clearer way to get the work done.
Give document owners control
Let operations and legal update wording in Word, inspect the fields and conditions, and generate their own previews. Collaborate in Word Online and use AI to flag template issues for review, so routine changes spend less time waiting on a specialist.
Get new programs ready to launch
Prepare agreements, enrollment forms, and welcome materials alongside a new service, plan, or support program. Reuse approved content and preview the variations before release, so document preparation keeps pace with the initiative.
Spend less time chasing documents
Generate from the Salesforce record your team already works in. Return document status and file links to that record, so service teams can find the output and move the case or onboarding request to its next step.
Different teams. Familiar document work.
The documents your services and programs run on
Start with the forms and correspondence your team prepares every day. Bring your templates, connect the relevant data, and define when each document is used.
Healthcare services / 4 document examples
Patient intake forms
Prepare administrative intake forms with the patient, contact, and service details your workflow makes available.
Referral cover sheets
Carry referring-provider details, service requests, and contact information into a consistent handoff.
Service agreements
Generate agreements using the terms, service scope, and location details approved for the engagement.
Patient welcome packs
Give patients the right service contacts, location details, and administrative next steps.
Payers / 4 document examples
Member welcome letters
Bring plan details, service contacts, and enrollment next steps into a letter for each member.
Plan and benefit letters
Populate member communications with plan data and wording your benefits and compliance teams have approved.
Provider participation agreements
Prepare agreements with the provider, network, service locations, and agreed terms in the right places.
Provider onboarding packets
Prepare the forms, contacts, and instructions your provider onboarding team sends to a practice.
Pharma / 4 document examples
Patient support enrollment forms
Prepare program forms using available administrative data and the version selected for the support program.
Program status letters
Turn a recorded enrollment or support-case status into clear correspondence using approved language.
Healthcare professional service agreements
Populate approved engagement terms, services, dates, and professional details for review and signature.
Vendor statements of work
Keep program scope, deliverables, milestones, and commercial terms consistent across project documents.
Your teams own the content, program decisions, and release process. OpusDocs helps prepare the documents from the data and rules you provide.
Measured customer performance
Conga vs. OpusDocs: measured document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
From Salesforce to forms and agreements
Every document. One connected workflow.
- Patient intake forms
- Provider agreements
- Member letters
- Program enrollment forms
- Vendor statements of work
- Ready for review and routing
Keep the forms and formats your team knows.
Use Word for agreements, letters, and schedules that grow with the data. Map fields onto existing PDFs for fixed forms. Preview names, multiple locations, and conditional sections before releasing a template.
Try a form in the PDF editorWhen a program grows
Prepare for the next wave of document requests
Enrollment periods, network expansion, and new program launches can bring more forms and letters at once. OpusDocs renders outside Salesforce transaction processing, so generation capacity can scale separately from CRM processing.
Evaluate your document sizes and peak demand, including file storage and the delivery handoff. Give service teams visibility into generated files as requests move through the workflow.
Explore the production case studyPublished production deployment21,500+documents generated per day
Measured in one solar customer deployment. Healthcare performance is evaluated with your templates and workload.
Your systems, content, and review process
How would this fit your organization?
Start with one workflow that is slow to maintain or deliver. We’ll map the templates, data, and handoffs involved, whether you use Conga or other tools.
Review security and data FAQsCan operations and legal manage templates without developers?
Yes. Once data and access are configured, authors can update templates in the Word add-in, see merge fields and conditional content, and generate previews from Salesforce records. Teams can collaborate in Word Online and review AI findings for potential template issues. Your organization controls wording and release approval; IT supports integration and access.
Can we keep our existing Word documents and PDF forms?
Yes. We adapt Word templates for OpusDocs fields, conditions, and repeating content. For fixed forms, map fields directly onto the existing PDF to preserve its layout. Preview realistic variations before release, including long names, multiple service locations, and optional sections.
How does this connect to our healthcare systems?
OpusDocs generates from Salesforce data and supports API-based workflows. Connections to an EHR, payer administration platform, or patient support system are scoped as integration work. We identify the source of each value, the generation trigger, and where the resulting files belong before implementing the workflow.
How do we handle patient or member data in an evaluation?
Start with synthetic data to evaluate templates, conditional content, and output. Before introducing patient or member data, review the proposed data flow, including enabled AI features, access, storage, retention, and contractual requirements with your security and privacy teams. The evaluation scope should reflect the information your organization permits the workflow to process.
Where should we start if we use Conga or other tools today?
Choose a document that is costly to maintain or slow to produce. We’ll map its data, adapt the template, and compare output quality, maintenance effort, generation time, and total cost. Discovery identifies the existing PDF, contract management, signature, and delivery tools the workflow depends on, so the migration has a clear scope.
What does the free pilot include?
The free 60-day pilot includes migration of one document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding. Bring a service agreement, provider letter, or program form. We’ll help you generate it, make a template change, and review the results with your team.
See OpusDocs with your own workflow
Bring the document holding up your next step
A provider agreement waiting on edits. A program form that is difficult to maintain. In a free 60-day pilot, we’ll help you generate one document, update its wording, and preview the result using synthetic data.