Salesforce for Healthcare & Life Sciences

Salesforce for Healthcare & Life Sciences

by Laura Tattersall

We understand that improving efficiencies and reducing costs is one of your top priorities. Salesforce and NimbusPoint Consulting can help you lower costs with automation and increase productivity with a tailored solution that supports the management of patient and member relationships. Using the #1 CRM can give your organisation fast access to a 360 degree view of each patient – helping deliver smarter patient management and better patient engagement.

Patient Intake

From taking walk-ins, to phone calls, to getting intake forms filled out, you can streamline the patient to appointment workflow and improve the patient experience before they even enter the facility.

Referral Management

Tracking referrals both inbound and outbound helps you keep track of your provider and business relationships and helps improve your referral network through Health Cloud. You can have complete visibility into all clinical and non-clinical referrals and improve customer relationships across the business.

Insurance Verification

The verification of benefits workflow can reduce patient intake and appointment booking tremendously. You can now have automatic insurance verification (USA Only) directly from Health Cloud during intake or while speaking with the patient on the phone, in seconds and quickly book new patient visits.

Appointment Management

Streamline the appointment booking flow with Salesforce Scheduler included with Health Cloud and offer self scheduling with complex booking rules with recurring appointments or standard appointments with provider’s availability at hand directly from Health Cloud.

Patient Engagement

Engage with your patients through Omni channel with Live Agent, SMS, emails or phone calls for appointment reminders, follow up visits, or general communication to update patients on their results or invoices. Improve patient communication with Omni Channel capabilities of Health Cloud.

Care Plan

Streamline care co-ordination and empower your care co-ordinators with the complete Patient 360 experience with Health Cloud. Care co-ordinators can control the complete patient experience with non-clinical information and clinical data available in Salesforce with the EHR integrations. Enable Care tasks, plans, problems and goals with full visibility into patient timeline and lifecycle.

Patient Experience

A centralised patient experience portal made available through Salesforce Experience Cloud to enable patients to engage by managing their own appointments, access to their health records, invoices and patient history within the portal.

Med Device Sales

Leverage Salesforce’s B2B workflows to track sales relationships, sample distribution, inventory, and quotes for a better sales experience. Integrate with your ERP for order and invoice history to have Customer 360 reporting.

Clinical Trial Management

Take control of your CROs and Sponsor relationships and track study requests, active studies, site data, multiple indications for your sales teams to take control of business conversations with improved data through integration with your CTMS.

Medical Billing

Configure your own revenue lifecycle management process in Health Cloud by tracking claim status sent from the EHR into Salesforce records and leverage Salesforce engagement tools to stay on top of your RCM workflows. Send reminders or enable patients to pay directly with 1-click payment options. Generate 1-click claim forms for electronic or manual submission through Salesforce appexchange solutions and connect to the EHR.

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