Year in Review: Our Top Salesforce Takeaways for Healthcare Providers

Yesterday, we counted down our top manufacturing findings from last year, and today we’re doing the same thing for healthcare

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Yesterday, we counted down our top manufacturing findings from last year, and today we’re doing the same thing for healthcare — specifically, providers. Read on for a recap of some of the top takeaways we learned in 2018 as Salesforce consultants for healthcare.

#1: It’s time to integrate your EMR/EHR with Salesforce.

Times change quickly: In the mid-2000s, “nine out of ten doctors in the U.S. updated their patients’ records by hand and stored them in color-coded files.” By 2017? 67% had started using electronic health records. Now, more and more providers are integrating their EMR/EHRs with Salesforce. Why? As we wrote back in August, the advantages are clear. Integrating your platforms can help boost your bottom line by empowering your practice to reach patients and build relationships more effectively. It can also make it easy for you to grant patients secure control of their data — something 87% say they want — and allow your team to better collaborate with other providers.

For more information on why healthcare providers should consider integrating their EMR/EHR with Salesforce, read our blog, “3 Reasons to Integrate Your EHR/EMR with Salesforce.”

#2: Health Cloud and Marketing Cloud are the perfect pair to modernize the patient lifecycle.

Generally, the patient lifecycle consists of four stages: Outreach, conversion, care coordination and follow-up. Your practice must find and schedule new patients, and then make sure they: 1). Show up for their appointments, 2). Receive great care from your team and 3). Have access to any necessary post-care resources. Previously, providers relied on disparate systems to accomplish these interrelated processes — which wasn’t ideal. Thankfully, it doesn’t have to be that way anymore. By combining the powers of Salesforce’s Health and Marketing Clouds with your EMR/EHR, you can get a 360-degree view of your patient base and broader business, allowing you to merge every aspect of your practice.

To read in more detail how Health Cloud and Marketing Cloud can help your practice improve the entire patient lifecycle, check out this post: “Modernizing the Patient Lifecycle with Health Cloud and Marketing Cloud.”


#3: Salesforce Communities are powerful, HIPAA-compliant tools.

Thanks to Salesforce Community Cloud, healthcare providers can create HIPAA-compliant portals that give external stakeholders access to important information. As we hinted at above, this includes letting patients view and upload important data like lab results, updates to care plans, prescription information, insurance verification and more. They can also log in to find knowledge articles that answer questions about upcoming procedures, current care plans, etc. Similarly, your referral network can use their own portals to submit new referrals and see results for past ones, including any complications. By allowing others to access this information themselves, you can help your team save a significant amount of time.

Here’s more about the benefits Communities can bring to your practice: “3 Reasons Healthcare Providers Should Consider Salesforce Communities.”

#4: Patient referral management can help your practice grow.

A relational database that lets you track your referral network and incoming referrals alongside patient information might seem like a “nice to have.” As we mentioned back in November, however, it’s more than that — it’s a major opportunity. With the right referral tracking solution, you can stay updated on physician liaison performance, ensure follow-through on referrals, identify your target market, boost opportunities from existing referrers and learn which physicians are landing the most referrals. As far as the health of your business is concerned, this is all incredibly valuable information.

To learn more, head over to our blog, “5 Ways Patient Referral Management Can Help Your Practice Grow.”

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