Sales Cloud, Healthcare, Salesforce

An Assisted Living Facility Client Automated the Physician Onboarding Process that Enhanced their Operational Efficiency

An Assisted Living Facility Client Automated the Physician Onboarding Process that Enhanced their Operational Efficiency

About the client

The client is a leading Assisted Living Facility and Rehab Center network based in the Mid-West. They run a network of facilities spanning 4 states, helping senior citizens live a comfortable life.

Solution

  • Automated the client’s entire onboarding process through a bespoke solution tailored to their specific needs
  • Incorporated judicious customizations to align the system with existing workflows and requirements
  • Implemented strategic integrations and process automations to ensure efficiency, accuracy, and seamless operations

Benefits

  • DocuSign integration reduced their contract signing process, which resulted in an epic 90% improvement in efficiency.
  • Credentialing process automations that included auto assignment fast-tracked this process by 75%.
  • End-user engagement has increased by a factor of ten.

Technology

Salesforce: Sales Cloud, DocuSign

Technologies: Apex, API, Flows

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