Skip to content
About
Meet the Team
Our Process
Our Culture
Community Impact
Our Solutions
Salesforce Consulting
Implementation Services
Integration Services
Support Services
Cloud Technology Services
Our Experience
Industries
Customer Stories
Credentials
System Architecture Expertise
Resources
Blog
Podcasts
Demos
Contact Us
Menu
About
Meet the Team
Our Process
Our Culture
Community Impact
Our Solutions
Salesforce Consulting
Implementation Services
Integration Services
Support Services
Cloud Technology Services
Our Experience
Industries
Customer Stories
Credentials
System Architecture Expertise
Resources
Blog
Podcasts
Demos
Contact Us
About
Meet the Team
Our Process
Our Culture
Community Impact
Our Solutions
Salesforce Consulting
Implementation Services
Integration Services
Support Services
Cloud Technology Services
Our Experience
Industries
Customer Stories
Credentials
System Architecture Expertise
Resources
Blog
Podcasts
Demos
Contact Us
Facebook-f
Linkedin
Facebook-f
Linkedin
5TH Vital Healthcare
The Overview
Industry
Healthcare, Technology
Products
Health Cloud
Challenge
Manual process for tracking where their patients were at in their stages for their medical device implant
Utilized spreadsheets to manually track physician referral reporting
Had an intense manual follow up program without the ability to track or do roll out reporting on overall patient outcomes
Solution
Built referral process management with patient life cycle stages to move them from referral to actual procedure performed
Created search functionality to refer patients out to surgeons within close proximity to the patient
Automated tasks and reminder creation as well as pre-post questionnaires to report on and automatically track the effectiveness of surgery
Created reports and dashboards to easily track referral management, referral lifecycle stages / time frames, effectiveness of devices.
Results
Client now has quick access to referral reporting and is saving several hours from not manualing having to report
Discuss your Salesforce needs on a
free 30 minute consultation
book time