Built a Care Coordination Optimization System by Engaging Salesforce Consultants

We helped a mid-sized healthcare provider to change the way its fragmented care coordination processes work. The structured consulting strategy was mapped with the use of Salesforce Health Cloud and Salesforce Service Cloud, which facilitated the support of the workflow, better visibility, and standardization of patient case management.
Customer
Regional Healthcare Provider
Country / Region
Illinois, United States
Industry
Healthcare
35% Faster Care Coordination with Hire Salesforce Consultant for Healthcare Transformation (healthcare) - Banner case study

Highlights

Standardized Care Workflows
Automated Case Lifecycle
Enhanced Team Visibility
Intelligent Escalation Models
Client Requirements

Unified Patient Care Coordination

There was a need to have a centralized way of managing patient care to ensure smooth coordination amongst the various departments. The silos that were there had to be removed and allow uniform and efficient care provision.

Process Standardization Across Teams

A unified set of care process standards was supposed to minimize inconsistencies in the implementation. The workflows had to be similar so that consistency in patient treatment and case development would be observed in all care units.

Improved Visibility & Accountability

More openness on patient paths and the work of teams was needed. Real-time insights into case statuses and ownership were necessary to enhance accountability and decision-making.

Challenges

Fragmented Care Workflows

There was a lack of integration of care delivery processes, which resulted in discrepancies in the treatment of patients. The absence of the integration of departments led to inefficiency and overlaps.

Limited Cross-Team Visibility

The visibility of each team with regard to patient case progress was very low. This absence of transparency contributed to delays in decision-making and the inability to effectively cooperate with the care providers.

Delayed Case Handoffs

Delays in patient care transition were because of manual and unstructured handoff processes. There was a lot of loss or delay of critical information when transferring between departments.

Inconsistent Process Execution

Differences in care workflow according to the department led to unequal patient experience. Lack of standardized protocols prevented easy quality and compliance.

After Challenge - 35% Faster Care Coordination with Hire Salesforce Consultant for Healthcare Transformation (healthcare)
After Challenge - 35% Faster Care Coordination with Hire Salesforce Consultant for Healthcare Transformation (healthcare)
Solutions

Workflow Assessment & Redesign

There was an analysis of existing care delivery workflow, and inefficiencies were identified. A restructured management was put in place to recombine the processes involved in patient management with best practices; this guarantees uniformity and scalability in the processes across the department.

Unified Care Coordination Model

An integrated model of care coordination was adopted with Salesforce Health Cloud. A set of workflows was established to facilitate the flow of patients, providing a smooth transition and a uniform handling of patients.

Case Lifecycle & Escalation Model

An all-inclusive case lifecycle was established in Salesforce Service Cloud that provided a systematic flow of patient cases. Escalation regulations were automated so that essential situations could be addressed in a timely fashion.

Automation using Salesforce Flow

Salesforce flow was used to implement process automation strategies to remove manual dependencies. Assigning tasks, notifications, and case updates were automated to enhance operational efficiency and minimize delays.

Do you need to change your operations in healthcare? Bring on board a Salesforce consultant to simplify workflow, automate it, and open the door to improved patient outcomes.
Technical Architecture
Key Features
Technical Stack
COMPANY

A multi-specialty care provider in Illinois, United States, providing healthcare services to patients in a region and specializing in enhancing patient outcomes by means of operational excellence and technology-based solutions.

The change provided clarity and efficiency to our care processes; with better visibility and automation, our teams have become better aligned and can now provide faster and more consistent patient care.

Conclusion

A strategic implementation of Salesforce solutions by strategic consulting greatly streamlined healthcare processes. The solid operational base was achieved by solving the problem of fragmented workflows and implementing standardized processes of care coordination.

Increased automation and visibility led to quicker decision-making and better cross-team accountability. Implementation of scalable structures meant that the organization could grow in the long term and at the same time maintain the high-quality patient care standards.

Benefits
  • Automated workflows and structured lifecycle management helped to resolve patient cases more quickly.
  • Cross-functional teams worked effectively with their visibility and centralized access to data.
  • Bottlenecks were removed, which greatly enhanced the efficiency of the processes and turnaround times.
  • The standardized workflow provided consistency and quality care delivery to all departments.

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