Joint Relief Institute is dedicated to providing non-surgical treatment options for individuals suffering from joint pain. Their specialized approach focuses on delivering personalized care plans to improve patients' quality of life. The institute sought to enhance its patient management system, streamline operations, and better engage with patients through targeted communication strategies.
Challenges
The existing Salesforce implementation lacked customization for the healthcare industry, leading to inefficiencies in patient data management.
Patient interaction and follow-up processes were not automated, resulting in inconsistent communication and missed engagement opportunities.
The reporting capabilities were insufficient to provide actionable insights for patient outcomes and operational efficiency.
Solutions
Customization for Healthcare Needs: Tailored the Salesforce instance to meet the specific needs of the Joint Relief Institute, including customizing patient records, treatment plans, and follow-up processes to align with healthcare industry standards.
Automation of Patient Engagement: Implemented automation flows to ensure consistent and timely communication with patients, including appointment reminders, follow-up surveys, and treatment plan updates.
Developed advanced reports and dashboards that provided the institute with real-time insights into patient outcomes, treatment efficacy, and operational performance.
Process
Phase 1:
Customization and Data Migration: Migrated existing patient data into a newly customized Salesforce environment, ensuring data integrity and compliance with healthcare regulations.
Basic Automation Setup: Introduced initial automation for patient reminders and follow-up communications, reducing the manual workload on the administrative staff.
Phase 2:
Advanced Automation and Workflow Optimization: Enhanced automation processes to include complex workflows, such as treatment plan updates, patient re-engagement campaigns, and automated referrals.
Custom Reporting Development: Built comprehensive reports that allowed the Joint Relief Institute to track patient progress, monitor treatment outcomes, and identify areas for operational improvement.
Phase 3:
Patient Feedback Integration: Integrated patient feedback directly into Salesforce, enabling the institute to continuously improve its services based on real-time patient insights.
Results
25%
Increase
In Appt. Adherence
40%
Increase
In patient follow-up
35%
reduction
in administrative workload
50%
faster
response times for patient inquiries
Other Benefits
Enhanced decision-making with real-time data on patient outcomes and treatment efficacy.
Improved visibility into operational performance, enabling better resource allocation and staff management.
Compliance and Security: Ensured all patient data handling met healthcare industry standards, enhancing data security and compliance.
Streamlined Workflows: Optimized workflows across departments, leading to more efficient patient management and better overall operational effectiveness.
Scalable Solution: Provided a scalable platform that can grow with the institute’s future needs, ensuring long-term sustainability.
Other Case Studies
35%
Increase
In Payment Collection Rates.
Through improved automation and patient interaction, and 30% reduction in overdue payments due to timely payment requests and reminders.
