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Transforming Patient Experience with a B2C platform on salesforce

We developed a customized B2C platform on Salesforce Community for a healthcare clinic, enhancing patient engagement and streamlining medication ordering.
Customer
Healthcare Clinic
Country / Region
United States
Industry
Healthcare

Highlights

User-Friendly Patient Portal
Guest Accessible Shop
Effortless Medicine Ordering
Dynamic Filtering for Easy Search
Client Requirements

Guest-Accessible Online Shop

Design an online shop accessible to guest users without login credentials. Display detailed and organized information about medicines to assist informed decisions.

Dynamic Data Filtering

Implement dynamic filtering options, such as dropdown menus for selecting diseases, to help users find medicines efficiently. Ensure the filtering system is responsive and accurate.

Streamlined Data Management

Efficient data management was paramount. The client sought a solution that would enable partners to easily handle and synchronize data within the Salesforce Community Cloud and Sales Cloud.

Seamless Onboarding Experience

A crucial requirement was the facilitation of a smooth onboarding process for partner users, emphasizing an intuitive interface to minimize learning curves.

Challenges

User-Friendly Patient Portal

  • Designing a user-friendly and intuitive patient portal using Lightning Web Component (LWC) to provide patients with a seamless experience for ordering medications.
  • Ensuring that the navigation menu and interface are accessible, facilitating easy access to the medication catalog and enhancing overall user satisfaction.

Complexity of Customization

  • Creating a seamless ordering process that allows users to add medicines to their cart with a simple click and easily adjust quantities.
  • Integrating coupon functionality for applying discounts, reducing the total order value, and enhancing the affordability of medications for patients.

Flexible Shipping Options

  • Creating a shop accessible to guest users without login credentials, broadening the audience reach and accommodating users who prefer exploring the shop without registering.
  • Displaying detailed information about medicines, including price, composition, and name, in an organized manner to assist guest users in making informed decisions.

Solutions

Dedicated Patient Portal

  • Patients can log in using their email credentials to access a personalized portal.
  • A user-friendly navigation menu includes a shop icon, providing quick access to the medication catalog.

Guest Accessible Shop

  • The shop is accessible to guest users without login credentials, expanding the reach to a broader audience.
  • Detailed information about medicines, including price, composition, and name, is displayed in an organized manner.

Dynamic Filtering

  • Users can use a dropdown menu to select a specific disease, enabling them to find medicines tailored to their medical condition.

Effortless Ordering Process

  • Users can add medicines to their cart with a simple click and easily adjust quantities as needed.
  • Integration of coupon functionality allows users to apply discounts and reduce the total order value.

Flexible Shipping Options

  • Users can input shipping details and choose from various shipping options such as ground, priority, and rush, each affecting the shipping cost accordingly.

Secure Payment Processing

  • A streamlined checkout process includes a secure payment page where users can input their card details for transaction completion. Salesforce Integration
  • All order details are seamlessly stored and highlighted in the Salesforce platform, ensuring a centralized and efficient management system.
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COMPANY

Our client, a healthcare clinic, sought an intuitive platform for patients to order medications effortlessly. They required features like guest access, dynamic filtering, secure payments, and flexible shipping options to improve accessibility and efficiency.

Conclusion

This Salesforce-powered B2C platform revolutionized the client’s patient experience, optimizing engagement and operational efficiency. With seamless ordering, secure payments, and dynamic filtering, the solution delivers a user-friendly and scalable system.

Benefits

Increased Accessibility

The guest-accessible shop expanded the clinic’s reach, catering to a broader audience and potential patient base.

Enhanced Patient Engagement

The personalized portal and user-friendly features resulted in increased patient engagement and satisfaction.

Centralized Data Management

Salesforce integration centralized all order details, providing the clinic with a comprehensive overview of patient transactions and preferences.