Sales Cloud, Community (Experience), AdvancedMd Integration
- Extremely manual reporting process to track their high number of leads and consultations in spreadsheets.
- Wanted better accountability in converting their lead and consults to revenue and to understand why something wouldn’t convert from consultation to procedure
- Needed a clearer line of sight into reporting for physician referral management and patient updates
- Time consuming process to track the patient from lead through surgery completion from diagnosis, procedure, billing, payment, etc. in spreadsheets.
- Integrated AdvancedMd in Salesforce to streamline patient onboarding and track referring providers
- Automated lead follow up touch points for better efficiency and increased accountability for call center and counselors
- Implemented a provider community in order for referring providers to easily check in on patient progress and reporting
- Built provider onboarding system for referral outreach
- The executives now have a high level dashboard for a clear line of sight into the overall health and performance of the practice
- Practice has seen a reduction in employee hours by removing manual tracking of the patient and manual follow up by supervisors.
- Client now has a streamlined process for managing patients from lead to procedure complete because they are able to clearly see where the patient is at all times and appropriate automations / follow up are in place.
Discuss your Salesforce needs on a free 30 minute consultation