- B2B
- Healthcare
Client Overview
HealthFirst CareNet is a growing healthcare network that operates hospitals and outpatient clinics across several U.S. states. The organization was struggling with scattered patient data and disconnected care processes, making collaboration challenging for both clinical and administrative teams and creating compliance complexities.
To address these issues, HealthFirst CareNet set out to unify patient information, streamline care workflows, and strengthen cross-departmental collaboration to deliver more coordinated and efficient care.
Technology
Salesforce
Industry
Healthcare
Project Type
CRM Implementation
Country
USA
Key Challenges
Before adopting Salesforce, HealthFirst CareNet faced several operational and patient-care challenges that were impacting both service quality and overall experience. Different systems, manual workflows, and increasing regulatory demands made it difficult for teams to collaborate efficiently and deliver timely, consistent care at scale.
We were given scattered patient data across legacy EMR and scheduling platforms, slow care coordination and delayed follow-ups, and limited patient engagement due to the absence of a centralized patient portal. In addition, strict HIPAA and regulatory compliance requirements added another layer of complexity to daily operations.
Solutions
To deliver a secure and connected healthcare platform, we implemented Salesforce Health Cloud to support both clinical and operational teams.
- Built unified Patient 360 profiles to consolidate clinical and demographic data in one place.
- Automated care pathways with referrals, follow-ups, and smart notifications to improve care coordination.
- Developed a patient engagement portal using Experience Cloud for easy access and communication.
- Integrated EMRs, billing, and scheduling systems securely for seamless data exchange.
- Enabled real-time reporting on care gaps, treatment adherence, and resource utilization to support better decision-making.
Key Features
We focused on simplifying care management while enhancing patient experience and operational clarity.
- Centralized Patient Records
- Custom Care Plans & Automation
- Patient Self-Service Portal
- Secure Provider & Admin Collaboration Tools
- Real-Time Analytics & Dashboards
Project in Figures
5
Months Duration
1120
Estimated Man Hours
6
Team Size
Applied
Technologies
More Screen
Showcasing how the new design and feature integrations help the client offer a more accessible, user-friendly, and seamless experience for their customers.
