Salesforce development solutions for a Healthcare organization to better manage and send forms through Salesforce with Conga Composer
100%
Improvement in fetching child record details using Conga Queries in Salesforce forms
87%
Increase in ease of merging and downloading templates with Conga Composer
90%
Increase in ease of merging and downloading templates with Conga Composer
Overview
From scattered records to a single automated flow
What You Need To Know
In the healthcare industry, efficient form management and accurate data handling are crucial for providing personalized care and maintaining regulatory compliance.
Why It Matters
At Home Solutions (AHS) sought to improve their form management process and integrate it seamlessly with their Salesforce CRM using Conga Composer.
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.
Challenges Faced
Bottlenecks slowing every hand-off
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.
About the Company
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
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.
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