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Customized Sales Cloud setup for Supplement Clinic with Care Plan
We implemented a custom Salesforce Sales Cloud setup for a Miami-based healthcare supplement clinic, enabling automated patient data management, care plans, and prescription tracking.
Customer
Food Supplement Provider
Country / Region
United States
Industry
Healthcare
Highlights
Automated Patient Onboarding
Integrated Care Plans & Prescription Tracking
Centralized Patient Records
Automated Reminders & Refill Orders
Client Requirements
Centralized Patient Data Management
The client needed a system to store and manage patient records, including medical history, prescriptions, and clinical reports, in a centralized and accessible platform.
Automated Patient Onboarding
A solution was required to automate the import of patient clinical data upon onboarding, along with storing signed disclosure agreements linked to patient records.
Care Plan and Treatment Tracking
The client wanted an efficient way for physicians to create and update personalized care plans, tracking patient progress, prescriptions, and scheduled treatments.
Prescription and Supplement Sales Management
A system was needed to track in-clinic supplement sales, linking prescribed products to patient care plans and monitoring refill requirements.
Automated Appointment and Refill Reminders
The client required automated reminders for follow-ups, prescription refills, and scheduled appointments to improve patient engagement and adherence to treatment plans.
Challenges
Disorganized Patient Data Management
The client struggled to maintain and organize patient records, including medical history, prescriptions, and care plans, leading to inefficiencies in treatment and follow-ups.
Manual and Time-Consuming Onboarding Process
The lack of automation in importing patient clinical data and managing disclosure agreements resulted in delays and administrative burdens.
Inconsistent Tracking of Care Plans and Prescriptions
There was no centralized system to track patient care plans, medication schedules, and refill orders, causing miscommunication between staff and missed treatments.
Limited Patient Engagement and Follow-Ups
Without an automated notification system, patients often missed appointments, medication refills, and follow-up consultations, affecting their health outcomes.
Solutions
Salesforce Sales Cloud Customization
A tailored Salesforce Sales Cloud setup was implemented, integrating custom objects like Clients, Leads, Rx Orders, Care Plans, and Appointments to streamline clinic operations.
Lead Management and Patient Record Automation
A structured lead conversion process was developed to capture patient inquiries, assess eligibility through initial tests, and store medical history upon conversion.
Comprehensive Care Plan Module
An advanced care plan system was built to enable physicians to generate, update, and manage treatment plans with real-time access to patient health records.
Integrated Supplement and Prescription Tracking
A supplement sales and prescription tracking module was created to ensure seamless inventory management and prescription fulfillment within the clinic.
Automated Notifications and Communication
Custom workflows were implemented to send automated reminders for appointments, medication refills, and treatment follow-ups, improving patient engagement and compliance.
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Technical Stack
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COMPANY
Our client provides food supplement solutions to improve patient longevity and health. Their goal is to streamline patient lifecycle management while offering personalized care plans and supplements.
Conclusion
With Salesforce-powered automation, the clinic now efficiently manages patient data, prescriptions, and care plans, ensuring a seamless and patient-centric experience.
Benefits
Enhanced Operational Efficiency
The customized Salesforce solution streamlined clinic workflows, reducing manual data entry and improving coordination among receptionists, nurses, and physicians.
Improved Patient Management
With centralized access to patient records, including medical history, prescriptions, and care plans, healthcare providers could offer more personalized and effective treatments.
Automated Compliance and Documentation
The automated onboarding process ensured that patient disclosure agreements and clinical data were securely stored, reducing administrative burdens and compliance risks.
Better Patient Engagement
Automated reminders for appointments, medication refills, and follow-ups helped patients stay on track with their treatments, improving health outcomes and customer satisfaction.
