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Salesforce Setup from Scratch for a Healthcare Company
Digitalized the patient and operations management platform with Salesforce CRM platform setup to automate the processes, remove the manual workflow, and create unified data access for our healthcare client.
Customer
A Wellness Clinic
Country / Region
United States
Industry
Healthcare
Highlights
Centralized Data Management
Custom Lightning App
Automated Patient Workflows
Enhanced Membership Handling
Client Requirements
Digitization and Reduced Manual Efforts
The clinic was looking forward to getting rid of paper-based operations and minimizing manual automation that was hindering the effectiveness of the administration. There was a need for a system that would digitize data entry, service tracking, and internal functions.
Unified Operational Platform
A centralized interface was demanded to process patient data, appointments, memberships, orders, and all internal communications on one platform and prevent the fragmented records and products.
Challenges
Disjointed Data at Multiple Platforms
Patients and business records were being kept in fragmented files and records, and it was an error-prone process to update the same, wasting much valuable time. Key records could not be stored or accessed on a single platform.
Restricted Patient Lifecycle View
In the absence of an organized system, there was no opportunity to track the histories of patients, service usage, or consistent membership data. This was an influence on the continuity and personalization of delivery of care.
Poor Internal Tracking of the Workflow
The roles of staff were not clear most of the time, and there were no follow-up activities in the operations. Ownership of tasks and monitoring progress could not be easily achieved without workflows that are system-defined.
No Orderly Inventory System
Ordering, provision of services, and consumption of inventory were manually entered, meaning that there were errors and delays in the delivery of services and stock monitoring.
Solutions
CRM Foundation on Custom Schema
The Enterprise Edition of Salesforce was installed to act as the central platform. Standard Salesforce objects were configured, and a set of new custom objects was built to correspond with healthcare-specific operations. Page layouts were also improved, where navigation and access to data were made easier.
Personalized Lightning App
We have developed a Salesforce Lightning App that combines all the important features in one menu, including appointments, memberships, orders, and patient information. This enabled staff users with the rights of an administrator to enter detailed data in a centralized control panel.
Custom Objects Related Record Views
Patient membership, order services, travel card entries, etc., were customized. Tab views were added to detail pages, in which related records, and the surrounding data were presented in an organized layout.
Flows and Apex Automated Workflows
The software allows for automating correspondence, allocation of staff duties, changes in memberships, synchronization of inventory, and processing orders using Salesforce Flows and Apex. Such automation also guaranteed uniform performance of tasks, and follow-ups were conducted at the right time.
Is your clinic still relying on manual operations, which are slowing down its progress? Contact Melonleaf Consulting to modernize your healthcare data with Salesforce.
Technical Stack
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COMPANY
A proactive US-based healthcare clinic that provides customized wellness-coordinated services and membership with the help of personalized care coordinators.
Conclusion
With the help of the personalized Salesforce CRM implementation process, the clinic could successfully switch to a fully digital smart unified system since it no longer had to use paper documents and manual techniques. The change allowed a smooth process of handling patient information, role automation duties, and effective resource monitoring. With the use of Salesforce Flows, Apex, and a custom Lightning App, existing bottlenecks within operations were resolved, and real-time information was brought into the daily flow of work.
The resultant effect was a scalable and sustainable CRM ecosystem in accordance with the distinct needs of a healthcare organization. Melonleaf Consulting has imparted technology-first healthcare solutions that enable providers to invest more in patient wellness than in administrative complexity.
Benefits
- Unified and organized patient data access
- Streamlined staff and membership workflows
- Reduced dependency on manual processes
- Real-time visibility into orders and inventory
