Resolving Patient Data Management Problems Using Salesforce (Case Study)

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Resolving Patient Data Management Problems Using Salesforce (Case Study)

One of the key challenges faced by many healthcare service providers is ensuring effective management of patient data; many hospitals use manual processes to handle this critical information, resulting in frequent errors and low productivity. This problem can be resolved by using a robust solution such as Salesforce. Salesforce helps hospitals and other healthcare organizations to automate the management of patient data and ensure its security with high levels of efficacy. Today, we will see how we enabled a well-known provider of healthcare services ensure seamless management of its patient data, using Salesforce.

About the Client The client is a well-known group of hospitals in the United States, headquartered in Houston, Texas. The group owns several specialty hospitals and senior living care facilities spread across the country.

Project Overview The customer approached us to develop an effective automated system to manage their patient data. They also wanted us to help them enhance their data reporting capabilities and improve the productivity of their patient navigators.

Challenges Faced by the Client 

The customer processed patient data manually, resulting in low efficiency

They suffered from poor communication and coordination between various departments

The client lacked a system to validate patient data, resulting in errors and inconsistencies

The healthcare services provider didn’t have a system to generate real-time data reports


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