Overview
Find out how the integration of Conga Composer with Salesforce streamlines healthcare form management and enhances service delivery for a personalized healthcare provider.
What You Need To Know
At Home Solutions (AHS) sought to improve their form management process and integrate it seamlessly with their Salesforce CRM using Conga Composer.
Why It Matters
In the healthcare industry, efficient form management and accurate data handling are crucial for providing personalized care and maintaining regulatory compliance.
What HIC Did
HIC Global Solutions helped AHS implement a custom Salesforce solution integrated with Conga Composer to automate form creation, improve data accuracy, and enhance overall operational efficiency.
Overview
Find out how the integration of Conga Composer with Salesforce streamlines healthcare form management and enhances service delivery for a personalized healthcare provider.
What You Need To Know
At Home Solutions (AHS) sought to improve their form management process and integrate it seamlessly with their Salesforce CRM using Conga Composer.
Why It Matters
In the healthcare industry, efficient form management and accurate data handling are crucial for providing personalized care and maintaining regulatory compliance.
What HIC Did
HIC Global Solutions helped AHS implement a custom Salesforce solution integrated with Conga Composer to automate form creation, improve data accuracy, and enhance overall operational efficiency.
About The Client
Operating out of New York, At Home Solutions (AHS) is a healthcare organization providing personalized services to clients of all age groups. For over a decade, AHS has been ensuring the best quality of life for New York residents by offering effective and affordable care, companionship, and services.
About The Client
Operating out of New York, At Home Solutions (AHS) is a healthcare organization providing personalized services to clients of all age groups. For over a decade, AHS has been ensuring the best quality of life for New York residents by offering effective and affordable care, companionship, and services.
Challenges Faced
As a growing healthcare provider with an expanding suite of services, AHS encountered the following significant challenges:
Complex Form Management
The need to efficiently send and receive various types of healthcare forms.
Lack of Data Integration
Difficulty in automatically populating forms with relevant contact and child record information.
Process Inefficiency
Time-consuming manual processes for creating, merging, and downloading forms.
Data inaccuracy
Risk of errors due to manual data entry in multiple forms.
Challenges Faced
As a growing healthcare provider with an expanding suite of services, AHS encountered the following significant challenges:
Complex Form Management
The need to efficiently send and receive various types of healthcare forms.
Lack of Data Integration
Difficulty in automatically populating forms with relevant contact and child record information.
Process Inefficiency
Time-consuming manual processes for creating, merging, and downloading forms.
Data inaccuracy
Risk of errors due to manual data entry in multiple forms.
Challenges Faced
As a growing healthcare provider with an expanding suite of services, AHS encountered the following significant challenges:
They were facing issues with
- Complex Form Management
- Lack of Data Integration
- Process Inefficiency
- Data inaccuracy
The need to efficiently send and receive various types of healthcare forms.
Difficulty in automatically populating forms with relevant contact and child record information.
Time-consuming manual processes for creating, merging, and downloading forms.
Risk of errors due to manual data entry in multiple forms.
Solutions Offered
Evaluating the need for an integrated form management solution, HIC Global Solutions proposed a custom Salesforce implementation with Conga Composer integration.
Salesforce and Conga Composer Integration
- Integrated Salesforce with Conga Composer to manage various types of healthcare forms efficiently.
- Implemented a custom Conga Composer button that redirects users to the composer page for form generation.
Automated Form Population
- Enabled automatic population of contact information in forms, such as the Initial Service Plan (ISP) Word form.
- Implemented functionality to reflect values from contact, relationships, and equipment records in forms like the Plan for Protective Oversight.
Template Management
Implemented a “Merge and Download” feature for easy template retrieval.
Child Record Integration
Developed custom Conga Queries to fetch and display child record details in Salesforce forms , ensuring seamless integration of related data across various form types.
Solutions Offered
Evaluating the need for an integrated form management solution, HIC Global Solutions proposed a custom Salesforce implementation with Conga Composer integration.
Salesforce and Conga Composer Integration
- Integrated Salesforce with Conga Composer to manage various types of healthcare forms efficiently.
- Implemented a custom Conga Composer button that redirects users to the composer page for form generation.
Automated Form Population
- Enabled automatic population of contact information in forms, such as the Initial Service Plan (ISP) Word form.
- Implemented functionality to reflect values from contact, relationships, and equipment records in forms like the Plan for Protective Oversight.
Template Management
Implemented a “Merge and Download” feature for easy template retrieval.
Child Record Integration
Developed custom Conga Queries to fetch and display child record details in Salesforce forms , ensuring seamless integration of related data across various form types.
Solutions Offered
Evaluating the need for an integrated form management solution, HIC Global Solutions proposed a custom Salesforce implementation with Conga Composer integration.
The solutions which we offered to them
- Salesforce and Conga Composer Integration
- Integrated Salesforce with Conga Composer to manage various types of healthcare forms efficiently.
- Implemented a custom Conga Composer button that redirects users to the composer page for form generation.
- Automated Form Population
- Enabled automatic population of contact information in forms, such as the Initial Service Plan (ISP) Word form.
- Implemented functionality to reflect values from contact, relationships, and equipment records in forms like the Plan for Protective Oversight.
- Template Management
- Child Record Integration
Implemented a “Merge and Download” feature for easy template retrieval.
Developed custom Conga Queries to fetch and display child record details in Salesforce forms , ensuring seamless integration of related data across various form types.
India 
USA
UK
Canada