The many processes that support the patient path are very manual in most practices. These complex workflows include many administrative steps across multiple functional areas – Insurance Authorizations, Medical Clearances, Scheduling, etc.

They are typically driven by spreadsheets, email, and, yes, even paper.  The result is a confusing and disorganized system where it was all too easy to miss crucial steps leading to canceled procedures and a patient experience that can be inconsistent, and at sometimes even just not very good.

Moving this disconnected process onto the Salesforce platform connects and unifies these workflows, all while summarizing key operational data in management dashboards for constant optimization.