About the client
The client is a genomics and biotechnology company offering innovative testing solutions designed to advance genetic testing applications for healthcare providers, researchers, and industry partners.
Solution
- LevelShift team implemented Salesforce and created a data model to help the client store their research team’s data.
- Integrated TimeTap with Salesforce to sync patient appointments and auto-populate patient data if a match is found with an existing account.
- Configured data access in Salesforce to allow the team to input patient details and research data seamlessly.
- Configured security settings to ensure data privacy between the Clinical and Research Division users.
- Integrated DocuSign with Salesforce to automate document sharing for signatures.
Benefits
- Data modeling improved the efficiency of research.
- Improved the quality of care and patient satisfaction.
- Eliminated data security risks.
- Increased operational efficiency and reduced the time to prepare, send, and sign documents.