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SALESFORCE IMPLEMENTATION FOR HEALTHCARE
INDUSTRY: USE CASES AND CHALLENGES
BY AWSQUALITY
The healthcare sector is concentrating on
adopting better care plans, producing more
value, and improving the experiences of
patients and members. According to recent
studies by US research organization Everest
organization, Salesforce’s capacity to address
these concerns has caused healthcare
adoption to increase by over 35% since 2018.
According to Everest’s study, Salesforce’s
healthcare services will generate US$700
million in 2020.
INTRODUCTION
KEY FEATURES OF SALESFORCE
IMPLEMENTATION IN THE
HEALTHCARE INDUSTRY
Given the complexity of today’s healthcare
systems, it might be challenging to manage
appointments and prevent revenue leakage
effectively. Patient scheduling is improved via
intelligent appointment management.
It is possible to set up workflows to specify
which appointment kinds are suitable for self-
scheduling and which demand patient-
provider communication. For a more well-
rounded care experience, scheduling
programs and electronic medical records
(EMRs) that combine scheduling duties with
patient outreach and follow-up can be
connected.
MANAGEMENT OF APPOINTMENTS
Salesforce is used by healthcare
organizations to both increase the number of
referrals from current referring physicians and
find new referring physicians. Salesforce is
used specifically for this purpose by the multi-
specialty oncology organization Arizona
Centre for Cancer Care (AZCCC). As a result,
the number of provider recommendations at
AZCCC increased by 15%.
THE GROWTH OF PHYSICIAN NETWORKS
Thanks to Salesforce Health Cloud and
Salesforce Field Service, medical device firms
with field service teams now have more
effective ways to maintain equipment, track
parts, and update each client’s field inventory
in a centralized customer view.
Device-generated QR Codes can transmit
device inventory to a central customer
information repository within Salesforce for
all users to see via a mobile app for an FSE.
MEDTECH ASSET TRACKING & FIELD SERVICE
In many industries, Salesforce continues to
rule as a platform for enterprise sales teams
despite its origins as a Sales Force
Automation (SFA) solution.
Gynesonics, a manufacturer of medical
devices, leverages Salesforce automation and
qualification standards to pinpoint doctors to
target. Additionally, Salesforce customers can
view their doctors’ training records for the
business’ Sonata System gadget.
Another medical device business, Cardio
Focus, realized several sales advantages.
These included a 50% increase in closed
prospects and a five-fold increase in surgical
cases reported.
SMART SALES FOR MEDICAL TECHNOLOGY
Users of Health Cloud can easily check a
patient’s on-screen record while verifying
benefits. Users can also check the help for
pharmacies, medical equipment, and medical
services to ensure patients have the required
coverage before their visit or service.
By linking Health Cloud to external benefits
and eligibility services and automating tasks
and milestones in the eligibility process,
forward-thinking organizations can take
Health Cloud integrations to the next level.
VERIFICATION OF BENEFITS
Salesforce Omni-Channel is a workflow feature
that helps simplify patient follow-up and lower
overhead. Establishing a system that effectively
handles inbound patient requests after a patient
has left a facility is crucial.
The inbound routing system can match a patient’s
request with the appropriate clinical or non-clinical
individual regardless of the patient’s preferred
communication method (phone, email, web form,
chat, etc.). Users can elevate non-clinical requests
to a clinical level if needed.
Special consideration is given to STAT cases.
Users have a 30-minute (or shorter) window to
respond to these cases.
PERSONALISED CASE ROUTING
In order to bring in new clients and provide
seamless care, organizations offering
healthcare services at home rely on effective
referral and intake procedures.
The Salesforce Integration Services and
automation required by automated referral
management systems are not present in
standalone systems used for referral
management. Healthcare organizations use
Salesforce Health Cloud to standardize,
automate, and minimize human data entry
from referral origination to patient care
management and discharge.
THE PROCESSING OF REFERRALS
For their emerging MedTech customers, PRIA,
a provider of healthcare services, leverages
Salesforce Health Cloud and Salesforce
Experience Cloud to secure prior
authorizations. A provider contacts PRIA via
the medical device vendor if a patient needs a
procedure with unapproved equipment. PRIA
then seeks approval by collaborating with
payers.
PRIOR PERMISSION
Hospitals and health systems frequently
monitor the relationships between healthcare
organizations, locations, and providers within
external health networks. Salesforce
Implementation Partner enables the creation
of multi-level hierarchies that correspond to a
health network’s operational structure.
Depending on the kind of facility or the
function of a provider, the data fields that a
user sees on a screen may change. An
organized relationship management system
eliminates data entry and collects more
precise data.
MANAGING RELATIONSHIPS IN THE
HEALTH NETWORK
A free Health Cloud offering that Salesforce
introduced in 2020 enables healthcare
organizations to support their emergency
response teams, call centers, and care
management teams. Frederick Health, a full-
service healthcare provider, no longer uses a
manual documentation process because of
AwsQuality’s adoption of Salesforce’s Health
Cloud solution. Instead, a straightforward
Health Cloud software that can be used from
any laptop or phone would allow care teams
to triage patients.
SCREENING FOR COVID-19
Original Content: https://www.awsquality.com/salesforce-implementation-for-healthcare-
industry-use-cases-and-challenges/
THANK YOU
INFO@AWSQUALITY.COM
WWW.AWSQUALITY.COM

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Salesforce Implementation for Healthcare Industry Use Cases and Challenges.pdf

  • 1. SALESFORCE IMPLEMENTATION FOR HEALTHCARE INDUSTRY: USE CASES AND CHALLENGES BY AWSQUALITY
  • 2. The healthcare sector is concentrating on adopting better care plans, producing more value, and improving the experiences of patients and members. According to recent studies by US research organization Everest organization, Salesforce’s capacity to address these concerns has caused healthcare adoption to increase by over 35% since 2018. According to Everest’s study, Salesforce’s healthcare services will generate US$700 million in 2020. INTRODUCTION
  • 3. KEY FEATURES OF SALESFORCE IMPLEMENTATION IN THE HEALTHCARE INDUSTRY
  • 4. Given the complexity of today’s healthcare systems, it might be challenging to manage appointments and prevent revenue leakage effectively. Patient scheduling is improved via intelligent appointment management. It is possible to set up workflows to specify which appointment kinds are suitable for self- scheduling and which demand patient- provider communication. For a more well- rounded care experience, scheduling programs and electronic medical records (EMRs) that combine scheduling duties with patient outreach and follow-up can be connected. MANAGEMENT OF APPOINTMENTS
  • 5. Salesforce is used by healthcare organizations to both increase the number of referrals from current referring physicians and find new referring physicians. Salesforce is used specifically for this purpose by the multi- specialty oncology organization Arizona Centre for Cancer Care (AZCCC). As a result, the number of provider recommendations at AZCCC increased by 15%. THE GROWTH OF PHYSICIAN NETWORKS
  • 6. Thanks to Salesforce Health Cloud and Salesforce Field Service, medical device firms with field service teams now have more effective ways to maintain equipment, track parts, and update each client’s field inventory in a centralized customer view. Device-generated QR Codes can transmit device inventory to a central customer information repository within Salesforce for all users to see via a mobile app for an FSE. MEDTECH ASSET TRACKING & FIELD SERVICE
  • 7. In many industries, Salesforce continues to rule as a platform for enterprise sales teams despite its origins as a Sales Force Automation (SFA) solution. Gynesonics, a manufacturer of medical devices, leverages Salesforce automation and qualification standards to pinpoint doctors to target. Additionally, Salesforce customers can view their doctors’ training records for the business’ Sonata System gadget. Another medical device business, Cardio Focus, realized several sales advantages. These included a 50% increase in closed prospects and a five-fold increase in surgical cases reported. SMART SALES FOR MEDICAL TECHNOLOGY
  • 8. Users of Health Cloud can easily check a patient’s on-screen record while verifying benefits. Users can also check the help for pharmacies, medical equipment, and medical services to ensure patients have the required coverage before their visit or service. By linking Health Cloud to external benefits and eligibility services and automating tasks and milestones in the eligibility process, forward-thinking organizations can take Health Cloud integrations to the next level. VERIFICATION OF BENEFITS
  • 9. Salesforce Omni-Channel is a workflow feature that helps simplify patient follow-up and lower overhead. Establishing a system that effectively handles inbound patient requests after a patient has left a facility is crucial. The inbound routing system can match a patient’s request with the appropriate clinical or non-clinical individual regardless of the patient’s preferred communication method (phone, email, web form, chat, etc.). Users can elevate non-clinical requests to a clinical level if needed. Special consideration is given to STAT cases. Users have a 30-minute (or shorter) window to respond to these cases. PERSONALISED CASE ROUTING
  • 10. In order to bring in new clients and provide seamless care, organizations offering healthcare services at home rely on effective referral and intake procedures. The Salesforce Integration Services and automation required by automated referral management systems are not present in standalone systems used for referral management. Healthcare organizations use Salesforce Health Cloud to standardize, automate, and minimize human data entry from referral origination to patient care management and discharge. THE PROCESSING OF REFERRALS
  • 11. For their emerging MedTech customers, PRIA, a provider of healthcare services, leverages Salesforce Health Cloud and Salesforce Experience Cloud to secure prior authorizations. A provider contacts PRIA via the medical device vendor if a patient needs a procedure with unapproved equipment. PRIA then seeks approval by collaborating with payers. PRIOR PERMISSION
  • 12. Hospitals and health systems frequently monitor the relationships between healthcare organizations, locations, and providers within external health networks. Salesforce Implementation Partner enables the creation of multi-level hierarchies that correspond to a health network’s operational structure. Depending on the kind of facility or the function of a provider, the data fields that a user sees on a screen may change. An organized relationship management system eliminates data entry and collects more precise data. MANAGING RELATIONSHIPS IN THE HEALTH NETWORK
  • 13. A free Health Cloud offering that Salesforce introduced in 2020 enables healthcare organizations to support their emergency response teams, call centers, and care management teams. Frederick Health, a full- service healthcare provider, no longer uses a manual documentation process because of AwsQuality’s adoption of Salesforce’s Health Cloud solution. Instead, a straightforward Health Cloud software that can be used from any laptop or phone would allow care teams to triage patients. SCREENING FOR COVID-19 Original Content: https://www.awsquality.com/salesforce-implementation-for-healthcare- industry-use-cases-and-challenges/