Healthcare Provider Process Automation

Challenge

Midwest Medical Center, a large healthcare provider with multiple facilities, was struggling with inefficient, paper-based administrative processes that consumed valuable staff time and created compliance risks. Patient referral management, equipment maintenance scheduling, and compliance reporting were particularly problematic areas. Staff were spending excessive time on manual data entry and follow-ups rather than patient care, and delays in these processes were affecting both operational efficiency and patient satisfaction.

Solution

We implemented a comprehensive automation solution using Salesforce Health Cloud as the foundation, enhanced with custom workflows and integrations to address the specific needs of Midwest Medical Center.

For patient referrals, we created an automated system that captured referrals from multiple sources (fax, email, electronic), tracked their progress through the intake process, and alerted staff about required actions or potential delays.

Equipment maintenance scheduling was transformed with a preventive maintenance system that automatically generated work orders based on manufacturer recommendations and usage patterns, tracked completion, and maintained detailed service histories for compliance purposes.

Compliance reporting was streamlined with automated data collection from relevant systems, pre-built report templates aligned with regulatory requirements, and scheduled generation and distribution of reports to appropriate stakeholders.

We integrated these solutions with their electronic health record (EHR) system and other critical healthcare applications to ensure data consistency and eliminate duplicate entry.

Results

• Over 2,000 staff hours saved monthly through process automation
• 45% reduction in patient referral processing time
• 60% decrease in maintenance-related equipment downtime
• 100% compliance with reporting deadlines
• Estimated annual savings of $1.2 million in operational costs