Parkhurst Nuvision

The Overview


Healthcare, Providers


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.

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