Sprkz Connect
Unified Multi-Channel Document Exchange and Document Generation in Salesforce
Centralize the exchange of patient PSP enrollment documents across fax, email, portals, and digital channels — all within Salesforce, and with built-in document generation to make patient access faster, simpler, and more compliant.
Your Bridge Between Traditional and Digital Document Exchange Channels
Patient access programs still rely on fax even as the need for digital workflows expands. Sprkz Connect preserves fax where needed while enabling digital-first processes, all within Salesforce.
What You Can Do With Sprkz Connect
Centralized Document Retrieval
Automatically receive documents from fax, email, Salesforce Communities, web portals, and the Sprkz digital channel into a centralized experience within Salesforce
Queue or Owner Assignment
Automatically assign incoming documents to a queue or owner based on channel ID (e.g. assigned direct message address, fax number, or email based on program, drug, department, etc.)
Creation of Received Document Record
If using Health Cloud, inbound documents are associated with a received document record that has been automatically created upon receipt
Document Generation
Easily create outbound PDF forms with merged data from Salesforce using branded DOCX templates. Templates can be stored for future use on your local drive or in the Salesforce library
Outbound Sending
Send individual or bundled dataDocuments™ through fax, email, or the Sprkz digital channel directly from standard or custom Salesforce records
Secure, Digital Document Interactivity
Recipients securely access, complete, attach, and eSign documents through auto-generated QR codes, links, and PINs
Field Validations for Accurate Data Capture
Ensure accuracy with automatic field validations and reduce repetitive entry using built-in field validation capabilities
Learn and Fill
Reduce repetitive manual entry with Sprkz “Learn and Fill.” This capability recognizes similar fields across documents and auto-populates them with previously provided data
AI Summary with Sprkz Assist
Use built-in AI chat to summarize and extract information across documents for faster review and decision-making
Automated Return Document Routing
Automatically route and attach returned documents to their originating Salesforce records using QR tracking for a seamless audit trail
The Business Impact of Sprkz Connect
Streamline Digital Document Exchange with Sprkz Connect
Join the industry leaders who are replacing disconnected silos with unified, intelligent workflows