- B2B
- Healthcare
Client Overview
HealthFirst CareNet is a mid-sized healthcare provider network operating hospitals and outpatient clinics across multiple states in the USA. The organization aimed to unify patient data, standardize care workflows, and improve collaboration between clinical and administrative teams.
Technology
Salesforce
Industry
Healthcare
Project Type
CRM Implementation
Country
USA
Key Challenges
Before implementing Salesforce, HealthFirst CareNet was dealing with systemic challenges that affected both care delivery and patient experience. Disconnected systems, manual processes, and rising compliance demands made it difficult for teams to collaborate effectively and deliver consistent, timely care at scale.
- Fragmented patient data across legacy EMRs and scheduling systems
- Inefficient care coordination and delayed follow-ups
- Limited patient engagement and lack of a unified portal
- Strict HIPAA and regulatory compliance requirements
Solutions
We implemented Salesforce Health Cloud to support both clinical and operational needs through a secure, scalable platform.
- Unified Patient 360 profiles consolidating clinical and demographic data
- Automated care pathways with referrals, follow-ups, and notifications
- Patient engagement portal built with Experience Cloud
- Secure integrations with EMRs, billing, and scheduling systems
- Real-time reporting on care gaps, adherence, and resource utilization
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.
