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Revolutionizing Referrals and Financial Data with a Doctor – Attorney Portal
We developed a secure and user-friendly Doctor–Attorney Portal for a U.S.-based healthcare provider, enhancing referral management, patient injury tracking, and financial data transparency.
Customer
Healthcare Provider
Country / Region
United States
Industry
Healthcare
Highlights
Automated Referral System
Real-Time Injury Tracking
Financial Data Visualization
Automated Email Notifications
Client Requirements
Role-Based Access Control
Ensure that only authorized users can view and manage sensitive information, such as patient medical records and financial data.
Referral System
Streamline the referral process by enabling both individual and bulk patient referrals, with automated from a XLS files.
Centralize Patient Injury Tracking
Provide doctors and attorneys with easy access to patient injury details, including the ability to update and monitor the status of each case in real-time.
Financial Data Management
Offer a visual representation of financial data related to patient care, ensuring transparency and easy access for authorized users.
Automated Communication
Implement an automated email notification system to keep all stakeholders informed about the status of referrals and medical record requests.
Challenges
Data Security and Compliance
Ensuring that sensitive patient information is securely handled and only accessible to authorized personnel posed a significant challenge. The solution needed to comply with healthcare regulations and data privacy laws.
Complex Role-Based Access Requirements
The client required a highly customized role-based access system, where attorneys could only view the cases they referred, while doctors had access to their patient’s medical records.
User Adoption and Ease of Use
The solution needed to be user-friendly to encourage adoption among doctors and attorneys, who might not be familiar with complex software systems.
Integration with Existing Processes
Integrating the new community portal with the client’s existing processes and systems, without causing disruptions or requiring extensive retraining, was a critical challenge.
Solutions
Custom Community Portal
We developed a user-friendly community portal with intuitive navigation, allowing doctors and attorneys to access leads, patients, injuries, and cases from a single platform. The portal featured a customizable dashboard for quick access to essential information.
Secure Role-Based Access
A sophisticated record-sharing configuration ensured that users could only view and manage the patients they referred, maintaining data privacy and security. We also implemented granular access controls for medical records and financial data.
Automated Email Notifications
An automated email notification system was integrated into the portal, sending alerts to internal users and referrers when a patient was referred or when medical records were requested. This ensured timely communication and follow-up.
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Technical Stack
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COMPANY
Our client, a prominent healthcare provider based in Maryland, United States, serves a wide network of patients through a collaborative approach involving doctors, attorneys, and medical professionals.
Conclusion
By implementing a custom Salesforce solution, we improved data security, streamlined referrals, and provided attorneys and doctors with easy access to case information—enhancing operational efficiency and collaboration.
Benefits
Enhanced Collaboration
The community portal fostered better collaboration between doctors and attorneys by providing a centralized platform for managing patient injuries, referrals, and financial data.
Improved Efficiency
The streamlined referral process, combined with bulk data handling capabilities, significantly reduced the time required to process patient referrals and manage records.
Improved Communication
The email notifications ensured that all stakeholders were kept informed about the status of referrals and medical record requests, reducing the need for manual follow-up.
