Transforming Mental Health
Data Management
with Salesforce

Complex treatment data managed entirely on manual paper forms

A US mental health non-profit needed a robust system to manage complex treatment data. The existing system relied entirely on manual paperwork — leading to data inconsistencies, inefficiencies, and administrative workload consuming time better spent on patient care.

• Manual paperwork system: All treatment forms completed by hand — time-consuming, error-prone, inconsistent.
• Data inconsistencies: Manual entry produced inconsistent records across staff, making care continuity unreliable.
• Wide range of data types: Mental health data is complex and multi-dimensional — existing tools couldn't represent relationships accurately.
• Manual documentation: Producing required PDF forms required manual assembly — slow and inconsistent.

Custom data architecture, LWC forms, and automated PDF generation

TrueSolv enhanced the Salesforce data architecture with custom objects for mental health entities, built three custom LWC page layouts for intuitive form completion, and implemented Visualforce-based PDF automation for all required documentation.

Custom LWC treatment form — three interfaces reduce data entry time and improve accuracy for clinical staff.

Administrative burden eliminated, data accuracy improved, patient care restored

The solution delivered better data tracking, more accurate form completion, and fully automated documentation that freed clinical staff from administrative tasks.

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