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Custom Doctor-Attorney Portal for a Healthcare Provider on Salesforce
We modernize the collaboration system between doctors and attorneys by delivering a user-friendly encrypted portal based on Salesforce.
Customer
Patient Support Firm
Country / Region
United States
Industry
Healthcare
Highlights
Secure Referral Tracking
Real-time Case Dashboard
Financial Overview Panel
Integrated Document Sharing
Client Requirements
Centralized Referral Management
The client required an internally accessible platform on which attorneys and doctors would be able to offer and handle referrals to patients. The previous approach was characterized by uncoordinated communication using emails and spreadsheets, resulting in delays and inefficiencies.
Case Status and Financial Transparency
They needed a secure method to access real-time information about the medical and legal status of every patient at a time, the cost involved, and the settlement made between the doctors and the attorneys. There was a need to present financial information visually so that fast decisions could be made.
Secure Documents Upload & Sharing
As sensitive patient information was being shared, the platform must have provided an upload of encrypted documents, role-based access, and HIPAA compliance to ensure patient confidentiality, freedom of movement, and seamless collaboration.
Challenges
Bad Communications Channels
Altogether, communication was distributed between emails, calls, and spreadsheets, which complicated the possibility of tracing the referral changes and sharing information about patients. Manual errors and confusion occurred since there was no centralized system.
Manual, Error-prone Processes
All the working processes, including progress updates of cases and financial settlements, had to be done manually. This resulted in redundancy of data among the different departments and cross-departmental accountability.
Lack of Real-Time Cases Tracking
Lack of real-time visibility of data also implied that users were not able to keep track of patients and cases on time. The status had to be changed by manual confirmation by the other partner, and this caused massive delays.
Data Security and Compliance
Transfer of confidential patient records via emails and offline mediums puts the organization at risk of HIPAA infringement and loss of data.
Solutions
Custom Community Portal
A nice and safe partner portal was created on Salesforce Experience Cloud. This portal has customization tools to enable smooth coordination of the doctor and attorney to work with each other with a streamlined process and automated notifications instead of a manual system in the past.
Case Progress and Referral Management Dashboards
A dynamic dashboard and referral module were introduced on Salesforce Lightning Components and custom Apex logic. It has made it possible to monitor the status of all referrals, schedules, and milestones of the referrals all at once.
Financial Records Visualization
Salesforce dashboards were also interactively set up to provide real-time financial transactions and settlement status. The report types were custom and had visual charting tools that made the interpretation of data easier for attorneys and healthcare providers.
Role-Based Access
A safe file-sharing system in Salesforce, along with shield platform encryption, was deployed. The platform was HIPAA compliant and had custom user access regulations, so once the sensitive patient files were uploaded, only an authorized user could access them or see them.
Seeking a solution to facilitate collaboration between doctors and attorneys in your healthcare entity? It is time to create a scalable and secure solution that meets your needs.
Technical Stack
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COMPANY
A United States-based healthcare organization that links injured patients to doctors and attorneys to coordinate their medical care, updates on cases, and financial settlements with the help of the attorneys. Our client wanted to find a centralized source for handling the patients’ cases, financial information, and correspondence between two or more parties and always ensure that it was HIPAA-compliant.
Conclusion
By offering a tailor-made Salesforce Experience Cloud portal, Melonleaf enables our healthcare client to digitize and streamline the processes of communications between physicians and lawyers. Having a secure, transparent, and centralized system up and running, they easily process referrals, documents, and financial data.
The dashboards are intuitive, which allows for making decisions in real-time, and professionals on both ends deliver timely care and action in terms of the law. A manual process has been transformed into a digital stream and a highly secure workflow that has increased efficiency, limited error, and improved service delivery all around.
Benefits
- Automation of workflows reduces manual errors.
- Safe, HIPAA-secure team-to-team file sharing
- A real-time 360 referral and case status overview
- Enhanced interaction between doctors and attorneys
