CRM Solutions, Healthcare, Salesforce

LevelShift optimizes the appointment scheduling process for an innovative healthcare provider

LevelShift optimizes the appointment scheduling process for an innovative healthcare provider

Results at a glance

About the client

The client is a premier US healthcare provider that offers in-home medical care. Their mission is to provide accessible and high-quality clinical care to patients with special needs.

Client challenges

The client used an outdated appointment scheduling tool, leading to backlogs and errors. The prior system did not accurately reflect the doctors’ immediate availability. This frequently resulted in appointment mishaps, leading to patient dissatisfaction. LevelShift enhanced the client’s system using Salesforce’s custom objects and fields. These additions provided in-depth data on clinician profiles and availability, enabling precise duty allocation.

Solution

Custom objects and fields help organizations assimilate additional scalable information and manage projects.

Benefits

The client streamlined their appointment scheduling process by integrating personalized custom objects and fields. This system accurately tracked clinicians’ profiles and availability, preventing duty overlaps and resolving scheduling discrepancies.   With our help, schedulers simplified appointment bookings using real-time availability data. LevelShift’s Salesforce development services improved the scheduling process, raising the bar for medical support and guaranteeing an excellent patient experience.

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