Overview
What You Need To Know
LUX Infusion, formerly known as BioMatrix, had patient and clinical information spread across multiple connected Health Cloud objects. Getting the right data out, preparing files, and sending them securely was taking too much manual effort.
Patient documents were also sitting across Salesforce instead of being organized patient-wise. Therefore, recurring data preparation became slower, harder to manage, and more dependent on internal teams.
Why It Matters
When healthcare data keeps moving between systems, even a small delay or missing record can create bigger problems later. LUX Infusion needed something that could handle this work automatically and consistently.
The goal was not simply to extract data, but to make sure the right records, documents, and files reached the right destination securely, without someone having to manage every step.
What HIC Did
HIC Global Solutions created an end-to-end automated data extraction and SFTP process inside Salesforce Health Cloud. The solution collects relevant and latest records, prepares the required files, organizes documents, and sends everything securely.
Additionally, the process was designed with error handling and scalability in mind, so LUX Infusion could use the same setup as patient volumes and future integration requirements continued to grow.
Overview
What You Need To Know
LUX Infusion, formerly known as BioMatrix, had patient and clinical information spread across multiple connected Health Cloud objects. Getting the right data out, preparing files, and sending them securely was taking too much manual effort.
Patient documents were also sitting across Salesforce instead of being organized patient-wise. Therefore, recurring data preparation became slower, harder to manage, and more dependent on internal teams.
Why It Matters
When healthcare data keeps moving between systems, even a small delay or missing record can create bigger problems later. LUX Infusion needed something that could handle this work automatically and consistently.
The goal was not simply to extract data, but to make sure the right records, documents, and files reached the right destination securely, without someone having to manage every step.
What HIC Did
HIC Global Solutions created an end-to-end automated data extraction and SFTP process inside Salesforce Health Cloud. The solution collects relevant and latest records, prepares the required files, organizes documents, and sends everything securely.
Additionally, the process was designed with error handling and scalability in mind, so LUX Infusion could use the same setup as patient volumes and future integration requirements continued to grow.
About the Company
BioMatrix Infusion Pharmacy, now LUX Infusion, provides home and ambulatory infusion services across the U.S. Their core focus is on compassionate and personalized patient care. Their headquarters is in Plantation, Florida.
Their team works closely with patients, families, and healthcare providers to make therapy starts easier and support better health outcomes.
About the Company
BioMatrix Infusion Pharmacy, now LUX Infusion, provides home and ambulatory infusion services across the U.S. Their core focus is on compassionate and personalized patient care. Their headquarters is in Plantation, Florida.
Their team works closely with patients, families, and healthcare providers to make therapy starts easier and support better health outcomes.
Challenges Faced
Manual Data Extraction
Patient and clinical data was spread across multiple connected Health Cloud objects, so getting the required information out was a manual process and took a lot of time from the team.
Too Much Time Spent Preparing Data
For reporting, audits, and integrations, the team had to collect, check, and prepare data repeatedly. It was not only time-consuming, but also made the process more dependent on internal teams.
Patient Documents Were Not Organized
Patient documents were stored across Salesforce but were not packaged patient-wise. Finding the right documents and preparing them together made the overall process a little messy and difficult to manage.
Manual SFTP Data Sharing
Once the data and documents were prepared, someone still had to handle the secure SFTP upload. This added another manual step to a process that needed to happen regularly.
Outdated or Missing Records
Because the process depended on manual preparation, there was a possibility of outdated, inconsistent, or missing records being included in the final files, which could create problems for downstream processing.
Challenges Faced
Manual Data Extraction
Patient and clinical data was spread across multiple connected Health Cloud objects, so getting the required information out was a manual process and took a lot of time from the team.
Too Much Time Spent Preparing Data
For reporting, audits, and integrations, the team had to collect, check, and prepare data repeatedly. It was not only time-consuming, but also made the process more dependent on internal teams.
Patient Documents Were Not Organized
Patient documents were stored across Salesforce but were not packaged patient-wise. Finding the right documents and preparing them together made the overall process a little messy and difficult to manage.
Manual SFTP Data Sharing
Once the data and documents were prepared, someone still had to handle the secure SFTP upload. This added another manual step to a process that needed to happen regularly.
Outdated or Missing Records
Because the process depended on manual preparation, there was a possibility of outdated, inconsistent, or missing records being included in the final files, which could create problems for downstream processing.
Challenges Faced
They were facing issues with
- Manual Data Extraction
- Too Much Time Spent Preparing Data
- Patient Documents Were Not Organized
- Manual SFTP Data Sharing
- Outdated or Missing Records
Patient and clinical data was spread across multiple connected Health Cloud objects, so getting the required information out was a manual process and took a lot of time from the team.
For reporting, audits, and integrations, the team had to collect, check, and prepare data repeatedly. It was not only time-consuming, but also made the process more dependent on internal teams.
Patient documents were stored across Salesforce but were not packaged patient-wise. Finding the right documents and preparing them together made the overall process a little messy and difficult to manage.
Once the data and documents were prepared, someone still had to handle the secure SFTP upload. This added another manual step to a process that needed to happen regularly.
Because the process depended on manual preparation, there was a possibility of outdated, inconsistent, or missing records being included in the final files, which could create problems for downstream processing.
Solutions Offered by HIC
Automated Extraction Pipeline
HIC designed an automated pipeline that connects the required steps together, from finding the right records to preparing the final files. So, the complete process could run without constant manual involvement.
Latest Record Selection
The solution included logic to identify relevant and latest records before extraction. This made sure that outdated or unnecessary information was not simply picked up and sent forward.
Multiple CSV Generation
Instead of putting everything into one large file, we created multiple CSVs based on different data purposes. This made the extracted information easier for external systems and teams to consume.
Patient-Wise Document Packaging
We also created a structured process for finding documents linked to each patient and packaging them into separate ZIP files, making the information much easier to handle and review.
Secure SFTP Integration
After preparing the required files, the solution automatically sends them through SFTP. This removed the need for someone from the team to manually prepare, download, and upload files again.
Solutions Offered by HIC
Automated Extraction Pipeline
HIC designed an automated pipeline that connects the required steps together, from finding the right records to preparing the final files. So, the complete process could run without constant manual involvement.
Latest Record Selection
The solution included logic to identify relevant and latest records before extraction. This made sure that outdated or unnecessary information was not simply picked up and sent forward.
Multiple CSV Generation
Instead of putting everything into one large file, we created multiple CSVs based on different data purposes. This made the extracted information easier for external systems and teams to consume.
Patient-Wise Document Packaging
We also created a structured process for finding documents linked to each patient and packaging them into separate ZIP files, making the information much easier to handle and review.
Secure SFTP Integration
After preparing the required files, the solution automatically sends them through SFTP. This removed the need for someone from the team to manually prepare, download, and upload files again.
Solutions Offered by HIC
The solutions which we offered to them
- Automated Extraction Pipeline
- Latest Record Selection
- Multiple CSV Generation
- Patient-Wise Document Packaging
- Secure SFTP Integration
HIC designed an automated pipeline that connects the required steps together, from finding the right records to preparing the final files. So, the complete process could run without constant manual involvement.
The solution included logic to identify relevant and latest records before extraction. This made sure that outdated or unnecessary information was not simply picked up and sent forward.
Instead of putting everything into one large file, we created multiple CSVs based on different data purposes. This made the extracted information easier for external systems and teams to consume.
We also created a structured process for finding documents linked to each patient and packaging them into separate ZIP files, making the information much easier to handle and review.
After preparing the required files, the solution automatically sends them through SFTP. This removed the need for someone from the team to manually prepare, download, and upload files again.
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