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Patient Dashboard on Salesforce Experience Cloud for a Healthcare Company


Highlights
Centralized Patient Information
Consolidate patient data from various systems to provide a unified view of health records, appointments, and prescriptions.
Appointment Management
Provide a comprehensive view of recent and upcoming appointments to enable patients to manage and schedule their appointments effectively.
User Authentication
Implement secure user authentication to ensure that only authorized users can access the patient dashboard.
Guest-Accessible Online Shop
Develop interactive elements to facilitate communication between patients and healthcare providers including a dynamic slider to showcase popular health products and recommendations.





Fragmented Patient Information
Patient data was scattered across various systems, making it challenging for individuals to access a consolidated view of their health records, appointments, and prescriptions.





Limited Patient Interaction
The systems lacked interactive features, hindering effective communication between patients and healthcare providers. The client wanted to bridge this gap by offering a dynamic and user-friendly dashboard.





Marketing Integration
The client sought a solution that focused on patient care and integrated marketing elements. Lightning capsules, designed for promotional activities, needed to be easily editable to keep patients informed about the latest health products and offerings.







Unified Patient Data Repository
Utilize Salesforce’s data integration capabilities to aggregate patient data from disparate systems into a centralized database. Develop custom data connectors and ETL (Extract, Transform, Load) to ensure seamless data synchronization and integrity.
Enhanced Data Security
Used Salesforce Shield for advanced data security, including encryption, event monitoring, and field audit trail. Implement multi-factor authentication (MFA) and role-based access control (RBAC) to ensure only authorized users can access sensitive patient data.
Interactive Patient Features
Create dynamic and responsive UI components such as chatbots, interactive forms, and real-time messaging systems using LWC. These components will facilitate better communication between patients and healthcare providers.




Our client, a leading healthcare provider, recognized the need to elevate patient experience and engagement by providing a centralized platform for patients to access their health information seamlessly.
The custom patient dashboard on Salesforce Experience Cloud has transformed patient engagement by providing seamless access to health records, appointments, and prescriptions. With enhanced communication and secure authentication, the solution improves operational efficiency while empowering patients to take control of their healthcare journey.
Enhanced Patient Engagement
The custom dashboard has significantly improved patient engagement by providing a centralized hub for their healthcare needs.
Improved Accessibility
Patients now have easy access to their health information, leading to better-informed decisions about their well-being.
Streamlined Marketing Efforts
Marketing teams can efficiently manage and update lightning capsules, ensuring that patients are kept informed about new services and products.
Positive Patient Feedback
Initial feedback from patients has been overwhelmingly positive, with many expressing satisfaction with the convenience by the new dashboard.