Ongoing Platform Management & Support
The medical facility needed real-time monitoring, optimal performance and prompt solution to any scheduling problem without straining internal IT resources.
Workflow Automation & Enhancement
Scheduling and patient follow-ups were manualized and slowed down operations. Automation was necessary to the client to minimize human error, enhance turnaround, and better patient engagement.
Actionable Reporting & Insights
To make decisions, leadership required the help of dashboards and reports that could allow them to monitor the metrics of appointments, waiting time, and staff performance.
To make appointments would be time consuming and subject to human error, thus causing delays and patient dissatisfaction.
Staff took unnecessary time doing manual follow-ups and reminders, and rescheduling, which affected the general productivity.
Lack of consistency in reporting did not allow the leadership to track the appropriate flow of patients, adherence to appointments, and employee performance.
Dedicated Salesforce Managed Services Support
The team also offered 24/7 platform monitoring, handling of incidences and proactive improvement to ensure steady operations in regards to scheduling.
Automation of Appointment Workflows
The process of booking patients, reminders, and follow-ups were automated, which decreased manual work, enhanced accuracy, and speeded up the job of appointing patients.
Real-Time Dashboards & Analytics
The custom dashboards were constantly updated with actionable information on the trends in appointments and resource utilization and efficiency improvement.
The client is a healthcare provider based in the United States, focused on enhancing patient experience, improving operational efficiency, and leveraging Salesforce solutions to streamline appointment management and clinical workflows.
With Salesforce Managed Services, the healthcare provider was able to attain operational stability, lower administrative overhead and through this, appointment scheduling became much more efficient (reduced by 50 percent). Constant surveillance and automation delivered quantifiable business worth and improved patient satisfaction.
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