BioTAB Healthcare
The Overview
Industry
Healthcare, Medical device
Products
Health Cloud, Salesforce Maps, Conga, Zenkraft, Accounting Seed, Healthcare Claims Integration
Challenge
- Very manual and high touch insurance claims verification and approval process/tracking that involved copy and pasting from multiple systems and created high risk for data integrity challenges
- Inefficiency with field sales reps physician drop in’s and appointments
- Time consuming processes between physicians offices and client’s back office processing orders with appropriate prescription, patient medical records collection and documentation.
- Manually creating drop ship tickets and reporting on shipping
Solution
- Implemented Salesforce maps to create field rep to plan out their day in the field to maximize number of physician drop in’s, quickly access directions, and a mobile solution for quickly updating records and notes in Salesforce CRM.
- Cloud Haven worked with client to reduce duplicate entries during claims process by creating the claim out of Salesforce Health Cloud where the data originated and automatically send a batch of claims to WayStar via a direct integration multiple times a day and created reporting to quickly see status / errors at a high level.
- Conga – Automated the prescription, office notes request, and other medical forms that were manually being created and reduce the amount of duplicate entry and manual work being done by the client.
Results
- Client now has a streamlined and efficient process for outside sales reps to process prescription orders and upon verification the automation of orders shipping has eliminated the need for manual processes in multiple systems.
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