How HIC Simplified Onda Health’s Order Management & Insurance Workflows
88%
Less manual effort in insurance verification.
10x
Faster lead and duplicate data management.
12 H+
Saved weekly by automating duplicate record identification
What You Need To Know
Managing multiple insurance policies, incoming lead data, and product-related orders can create operational challenges. Additionally, preparing and sending monthly invoices requires a reliable process to ensure customers receive the necessary documents on time.
Why It Matters
Onda Health needed a more efficient way to manage insurance verification, incoming leads, product selection, and customer orders. HIC Global Solutions developed custom Salesforce solutions to simplify these processes and support Onda Health’s patient-focused services.
What HIC Did
We integrated the Pverify API, developed custom Lightning Web Components (LWC), and built data integration and lead-merging functionality. The team also improved lead conversion, product selection, and PDF invoice delivery through custom Salesforce development.
Challenges Faced
Bottlenecks slowing every hand-off
Complex Insurance Verification
Providing medical products required verifying insurance coverage, sometimes across three different policies for a single customer. Managing these checks manually made the process more complicated and time-consuming.
External Lead Management
Leads generated through an external website needed to be processed in Salesforce. Duplicate records also created data management challenges, making it harder to maintain clean and reliable lead information.
Product Selection and Order Processing
Onda Health needed a custom interface to display products associated with the Pricebook specified on a lead, including related child products. The team also needed a way to manage line items during lead conversion.
Monthly Invoice Delivery
The team needed to send PDF invoices to customers every month. Generating documents, emailing them, and scheduling invoice processing required a more organized and efficient workflow.
About the Company
Onda Health focuses on making ongoing healthcare easier for patients. The company provides glucose monitoring and related medical services, emphasizing personal support, insurance coordination, and convenient access to the products customers need.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Insurance Verification with Pverify API
HIC integrated the Pverify API and developed a custom LWC interface to support insurance verification across multiple policies. This simplified the verification workflow and helped the team manage coverage checks more efficiently.
External Lead Integration and Duplicate Management
We developed a custom web service class to process leads from external sources. Lead-merging functionality was also implemented to reduce duplicate records and improve the consistency of customer data in Salesforce.
Custom Product Selection and Order Management
We built a custom LWC interface to display products associated with the Pricebook specified on a lead, including child products where applicable. A custom object was also created to manage line items and support conversion into Person Account Opportunities.
PDF Invoice Generation and Scheduling
Also developed an LWC component accessible through a quick action to send PDF invoices to customers by email. A Batch Apex class was also implemented to support scheduled invoice processing and reduce repetitive manual work.
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