Overview
Discover how Salesforce customization revolutionized the lead intake process for a healthcare provider, streamlining operations from initial contact to e-signature conversion.
What You Need To Know
Applied ABC, a behavioral therapy provider, was drowning in paperwork and struggling with lead management across multiple platforms. A customized Salesforce solution transformed their intake process into a streamlined, digital workflow.
Why It Matters
In a highly regulated industry, proper documentation and storage are non-negotiable. Efficient lead management translates to better understanding of patient needs and service optimization.
What HIC Did
HIC Global Solutions implemented a customized Salesforce solution that unified lead management, document signing, and storage, creating a seamless process from initial contact to patient onboarding.
Overview
Discover how Salesforce customization revolutionized the lead intake process for a healthcare provider, streamlining operations from initial contact to e-signature conversion.
What You Need To Know
Applied ABC, a behavioral therapy provider, was drowning in paperwork and struggling with lead management across multiple platforms. A customized Salesforce solution transformed their intake process into a streamlined, digital workflow.
Why It Matters
In a highly regulated industry, proper documentation and storage are non-negotiable. Efficient lead management translates to better understanding of patient needs and service optimization.
What HIC Did
HIC Global Solutions implemented a customized Salesforce solution that unified lead management, document signing, and storage, creating a seamless process from initial contact to patient onboarding.
About the Company
Our client Applied ABC is a behavioral therapy provider that extends its home-based counseling services to children and adults up to 21 years of age having Autism Spectrum Disorder and other pervasive developmental disorders.
As Autism services are covered by insurance, Applied ABC has partnered with many in-network and out-of-network insurance companies to cater to every special child.
Based out of New York, Our Client offers services across various locations in the United States.
Specializing in applied behavioral analysis, their therapy providers visit patients in person to provide behavioral therapy other than those offered by the Department of Education, befitting their treatment goals.
About the Company
Our client Applied ABC is a behavioral therapy provider that extends its home-based counseling services to children and adults up to 21 years of age having Autism Spectrum Disorder and other pervasive developmental disorders.
As Autism services are covered by insurance, Applied ABC has partnered with many in-network and out-of-network insurance companies to cater to every special child.
Based out of New York, Our Client offers services across various locations in the United States.
Specializing in applied behavioral analysis, their therapy providers visit patients in person to provide behavioral therapy other than those offered by the Department of Education, befitting their treatment goals.
Challenges
As our client had to work on multiple platforms to segregate new leads for performing lead conversions, they faced issues in instantly reaching out to new leads who signed up for their websites.
Complex Paperwork
Insurance-covered services required extensive form filling, signing, and sending.
Platform Fragmentation
Lead segregation and conversion were managed across multiple platforms.
Delayed Lead Engagement
Difficulty in quickly reaching out to new website sign-ups.
Time-Consuming Document Management
Manual form handling and error-checking were cumbersome.
Inefficient Document Storage
PDF forms stored in drives were difficult to retrieve quickly.
Challenges
As our client had to work on multiple platforms to segregate new leads for performing lead conversions, they faced issues in instantly reaching out to new leads who signed up for their websites.
Complex Paperwork
Insurance-covered services required extensive form filling, signing, and sending.
Platform Fragmentation
Lead segregation and conversion were managed across multiple platforms.
Delayed Lead Engagement
Difficulty in quickly reaching out to new website sign-ups.
Time-Consuming Document Management
Manual form handling and error-checking were cumbersome.
Inefficient Document Storage
PDF forms stored in drives were difficult to retrieve quickly.
Challenges
As our client had to work on multiple platforms to segregate new leads for performing lead conversions, they faced issues in instantly reaching out to new leads who signed up for their websites.
They were facing issues with
- Complex Paperwork
- Platform Fragmentation
- Delayed Lead Engagement
- Time-Consuming Document Management
- Inefficient Document Storage
Insurance-covered services required extensive form filling, signing, and sending.
Lead segregation and conversion were managed across multiple platforms.
Difficulty in quickly reaching out to new website sign-ups.
Manual form handling and error-checking were cumbersome.
PDF forms stored in drives were difficult to retrieve quickly.
Solutions offered
Understanding the Client’s requirements, our skilled developers at HIC Global Solutions analyzed the challenges thoroughly and brought the following apt solutions to the table.
Custom Salesforce Schema:
Designed to automatically reflect new leads and authorized contacts.
Lead Categorization Dashboard:
Created for easy segregation of leads by status.
Salesforce Portal creation
Developed to guide users through registration and form filling, with email alerts at key stages.
API Integration
Created to redirect Salesforce leads to existing database software and other URLs.
E-Signature Functionality
Implemented to capture signatures, convert to PDF, and save as Salesforce attachments.
Technology Used: Lightning flows, process builders, Lightning Components.
Solutions offered
Understanding the Client’s requirements, our skilled developers at HIC Global Solutions analyzed the challenges thoroughly and brought the following apt solutions to the table.
Custom Salesforce Schema:
Designed to automatically reflect new leads and authorized contacts.
Lead Categorization Dashboard:
Created for easy segregation of leads by status.
Salesforce Portal creation
Developed to guide users through registration and form filling, with email alerts at key stages.
API Integration
Created to redirect Salesforce leads to existing database software and other URLs.
E-Signature Functionality
Implemented to capture signatures, convert to PDF, and save as Salesforce attachments.
Technology Used: Lightning flows, process builders, Lightning Components.
Solutions offered
Understanding the Client’s requirements, our skilled developers at HIC Global Solutions analyzed the challenges thoroughly and brought the following apt solutions to the table.
The solutions which we offered to them
- Custom Salesforce Schema:
- Lead Categorization Dashboard:
- Salesforce Portal creation
- API Integration
- E-Signature Functionality
Designed to automatically reflect new leads and authorized contacts.
Created for easy segregation of leads by status.
Developed to guide users through registration and form filling, with email alerts at key stages.
Created to redirect Salesforce leads to existing database software and other URLs.
Implemented to capture signatures, convert to PDF, and save as Salesforce attachments.
Technology Used: Lightning flows, process builders, Lightning Components.
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