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Transforming Healthcare Operations with a Customized Salesforce Solution

Discover how Truesolv helped a European healthcare provider transform appointment scheduling, billing, patient record management, and secure nurse access through a fully customized Salesforce platform — boosting efficiency, accuracy, and patient care.

More cases

Platforms

Service Cloud, Experience Cloud, CPQ

Industry

Healthcare

Region

Europe

Challenge

A healthcare provider in Europe required a robust, scalable platform to improve operational efficiency and patient care. The organization faced several key challenges:

  • Appointment Management: Difficulty in efficiently scheduling and managing doctor appointments.
  • Billing and Invoicing: Reliance on external billing tools led to fragmented processes for invoice generation and payment tracking.
  • Patient Records: Lack of a secure, centralized system to store and manage detailed patient information.

External Access: Nurses needed access to patient data and schedules without compromising system security or functionality.

These challenges were compounded by a lack of integration between existing systems, resulting in manual data entry, operational inefficiencies, and limited team collaboration.

Solution

To address these issues, Truesolv developers implemented a customized Salesforce solution by leveraging various Salesforce Clouds and advanced configurations:

1. Appointment Booking System

  • Built a custom scheduling solution within Salesforce Service Cloud.
  • Used custom objects to manage doctor availability and appointment slots.
  • Automated appointment reminders via Salesforce Flow, reducing no-shows and enhancing efficiency.

2. Billing and Invoicing

  • Implemented Salesforce CPQ for automated invoice generation and payment management.
  • Created custom invoice templates to streamline billing workflows.
  • Integrated external payment gateways for real-time payment tracking and reconciliation.

3. Patient Records Management

  • Developed custom objects to store detailed patient data, including medical histories and treatment plans.
  • Enforced data encryption and role-based access controls to meet healthcare data protection regulations.

4. Secure Access for Nurses

  • Deployed Salesforce Experience Cloud to create a secure portal for external nurse access.

Configured community user licenses for controlled visibility of appointments, patient records, and billing information.

Results

The Salesforce implementation delivered significant improvements across the organization:

  • Increased Efficiency: Reduced appointment scheduling errors and improved time management for staff and doctors.
  • Accurate Billing: Automated processes minimized billing errors and shortened the payment cycle.
  • Improved Patient Care: Centralized patient data facilitated quicker, more informed, and personalized treatment decisions.
  • Secure Collaboration: Nurses gained timely, secure access to relevant data, improving care coordination and reducing delays.

Technologies

WordPress

Rest API

Apex

Contact us

Get your free Consultation now!

Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

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Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

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