5+ Hours Saved Daily: How HIC Transformed Ouma Health’s Patient Digital Journey
5+ Hours
Saved daily on appointment tracking and follow-ups.
360° Visibility
Doctors can view appointments and visit details from one place.
80%
Faster review tracking across RS, CM, MA, and BH workflows.
Overview
From scattered records to a single automated flow
What You Need To Know
Healthcare teams need patient and appointment information to be available at the right time. When doctors have to search through multiple records or teams manually track reviews, even simple tasks can take longer than they should.
OUMA Health needed a workflow where eligibility, appointments, visit details, reminders, reviews, and claim-related information could move together with less manual effort.
Why It Matters
OUMA Health needed a more connected way to manage patient eligibility, appointments, doctor visits, and review processes. Different steps were being handled across separate systems, which made it harder for teams to keep everything updated.
HIC Global Solutions brought these processes together in Salesforce, helping doctors, providers, and internal teams access the right information without repeatedly moving between different screens and systems.
What HIC Did
HIC Global Solutions created a Salesforce-based solution that connects appointment management, patient eligibility, visit workflows, reminders, reviews, and external healthcare systems.
Additionally, HIC integrated tools such as Candid, Jotform, Acuity Scheduling, form builder, and document generation, while middleware connects Salesforce with the required USA-based server APIs.
Challenges Faced
Bottlenecks slowing every hand-off
Limited Visibility Into Appointments
Doctors needed a simple way to see all their appointments and required visit information without opening multiple records or navigating through different Salesforce sections during their daily workflow.
Too Many Fields Across Different Screens
Important visit details were not available together in one view. Doctors had to move between different fields and sections, making it harder to complete the required information quickly and consistently.
Manual Appointment Follow-Ups
Appointment reminders required different timing based on the appointment workflow. Without automated reminders, teams had to keep track of follow-ups manually, creating additional work and increasing the possibility of missed reminders.
Multiple Review Processes
RS, CM, MA, and BH reviews needed regular tracking, but manually checking individual records made it difficult for teams to quickly understand what had been completed and what still needed attention.
Eligibility Verification Took Extra Steps
Patient claim eligibility needed to be checked before moving ahead with the relevant healthcare process. Ouma needed a connected way to access Candid information without making eligibility checking another disconnected task.
About the Company
Ouma Health is a physician-led, MFM-founded maternity telehealth practice focused on improving access to expert maternity care. Licensed across all 50 states, Ouma provides virtual maternity care and tele-MFM from preconception through postpartum.
With 20+ Medicaid-enrolled states and 50+ telemedicine programs launched, Ouma works with health plans, hospitals, healthcare providers, reproductive services, and employers to extend specialised maternity care to more patients.
Share
Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Appointment
HIC created a Custom LWC that displays appointments directly in Salesforce. Doctors can see their scheduled visits in one place and access the required information without opening multiple appointment records.
Single-View Visit Information
The visit workflow was designed so required fields are visible together instead of being hidden across different sections. This allows doctors to review and enter relevant information from one place with fewer clicks.
Automated Appointment Reminders
We implemented appointment reminder automation with different reminder durations based on the required workflow. This helps ensure that patients and teams receive timely reminders without relying on someone to manually track every appointment.
Dedicated Review Trackers
HIC created separate RS Review, CM Review, MA Review, and BH Review trackers to make review management easier. Teams can quickly check the status of each review instead of manually searching through individual records.
Candid Integration
We also integrated Candid with Salesforce to help users check whether a patient is eligible for the required claim. This makes eligibility verification a more connected part of the patient and appointment workflow.
India 
USA
UK
Canada