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PDF-based document workflow Streamlines Patient Education Delivery, Boosts Nurse Productivity

A leading international healthcare provider has transformed their patient education process using Solimar Systems and individually composed PDF-based communication. Previously, nurses manually compiled customized information packets by assembling relevant collateral from offset printed brochures and supplements.
About the author: Mary Ann Rowan is the Chief Experience Officer for Solimar Systems. She is one of the founders and her team manages the company communications, the Solimar Advisory Council, their global … Read more
Mary Ann Rowan

Mary Ann Rowan
January 13, 2024

Case study


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A leading international healthcare provider has transformed their patient education process using Solimar Systems and individually composed PDF-based communication. Previously, nurses manually compiled customized information packets by assembling relevant collateral from offset printed brochures and supplements. Now, they simply select content through digital (PDF) templates to instantly build customized, up-to-date packets on demand.

This digitization helped drive significant impacts.

Nurses Regain 2 Hours Weekly for Patient Care

Under the old system, nurses spent about 10 minutes per packet gathering materials, collating, paginating, tabulating tables of contents, and readying collaterals and folders for mailing. With over 20 packets assembled weekly, this equates to 2+ hours diverted from vital patient care.

Solimar’s automated workflow software ended this manual hassle, freeing nurses to dedicate that time to patients. Now, intelligent automation handles every step:

  • Nurses digitally preselect content through online templates
  • SOLindexer instantly identifies and extracts the chosen pages and sections
  • Rubika  dynamically assembles fully paginated and hyperlinked PDF documents complete with tables of contents and personalized letters per patient
  • ReadyPDF creates two PDFs - one for printing and a second PDF optimized for electronic viewing.
  • Final PDF packets are batched, printed, and covered in their in-house print facility and mailed out the following day via USPS
  • The electronic (PDF) is archived, and links are emailed to each recipient

By tapping digital sources instead of preprints, SOLindexer guarantees accuracy and consistency. Nurses also gain full visibility, knowing exactly what pages reach patients.

Inventory and Version Control Headaches Disappear

The previous system required overhead to request, manage, and distribute the many preprinted items. Constant vigilance was essential to avoid sending outdated information, but gaps still existed where old materials temporarily remained in circulation after updates.

By directly building packets from approved PDF files, Solimar’s digital process naturally surfaces the most current information in every document set. This removed the risks and heavy lifting of physical inventory control, saving time and costs each month.

Optimized On-Demand Fulfillment

Transitioning fully to accurate on-demand digital assembly not only simplified nurses’ jobs but optimized behind-the-scenes print production. Packet requests seamlessly flow into automated preparation and printing without manual handling.

By processing requests in batch overnight, output consolidates into efficient production runs. This allows staff to prepare once and easily fulfill many individual document orders. Combined with the 2+ reclaimed nursing hours, productivity lifts abound.

Rave Reviews of Digital Patient Packets

The automated solution has garnered glowing feedback from both nursing and support staff:

“It saves us much time to complete the process of sending patients educational materials.” – DOS Team

“Nurses are satisfied as they can reference and speak to the packet as they work to educate our patients.” – Primary Care Clinical Nurse Specialist.

Solimar Systems helped this leading provider enhance patient care and education by innovating a dynamic digital document workflow. Nurses nationwide can instead focus on what matters most – delivering outstanding service – rather than chasing paper.

Check the original press release for more details.


Solimar Systems enables organizations around the globe to onboard, make ready, enhance, manage and deliver print and digital communications. As an early adopter of the PDF output format, our Chemistry™ platform optimizes and drives a variety of print and electronic workflows including transactional and direct mail printing, accessibility, archive services,…

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