Overview
Find out how the implementation of Salesforce for David Allen A&A streamlines patient record management, status updates, and follow-ups in the healthcare industry.
What You Need To Know
David Allen A&A sought to enhance case processing efficiency and improve Lead management by implementing a customized Salesforce solution.
Why It Matters
In the healthcare and legal industries, efficient case management and prompt follow-ups are crucial for client satisfaction and operational effectiveness.
What Was Done
A customized Salesforce solution was implemented to create a centralized system for managing patient records as Leads, updating statuses, and administering follow-ups.
Overview
Find out how the implementation of Salesforce for David Allen A&A streamlines patient record management, status updates, and follow-ups in the healthcare industry.
What You Need To Know
David Allen A&A sought to enhance case processing efficiency and improve Lead management by implementing a customized Salesforce solution.
Why It Matters
In the healthcare and legal industries, efficient case management and prompt follow-ups are crucial for client satisfaction and operational effectiveness.
What Was Done
A customized Salesforce solution was implemented to create a centralized system for managing patient records as Leads, updating statuses, and administering follow-ups.
About the Company
Based Out Of Sacramento, throughout California, Nevada, and the Wests, David Allen A&A helps injured recover fair compensation from insurance companies against accidental injuries for the past 4 decades.
Their wins include a majority of the Social Security disability cases that come their way.
Davis Allen A&A’s consulting advice spans claims for Social Security, Long Term Disability Insurance, and claims against a broad variety of life-altering incidents
About the Company
Based Out Of Sacramento, throughout California, Nevada, and the Wests, David Allen A&A helps injured recover fair compensation from insurance companies against accidental injuries for the past 4 decades.
Their wins include a majority of the Social Security disability cases that come their way.
Davis Allen A&A’s consulting advice spans claims for Social Security, Long Term Disability Insurance, and claims against a broad variety of life-altering incidents
Challenges Faced
Complex Case Assessment
The firm needed to review initial settlements, assess future impacts of accidents, and arrive at adequate compensation figures.
Multi-step Process
Cases often required the involvement of private investigators, forensic experts, and medical professionals to collect evidence, reconstruct events, and file paperwork and claims.
Lack of Centralized System
There was a need for a single, convenient landing page to display all patient records as Leads, manage patient information, display conversion status, exchange forms, and administer follow-ups.
Inefficient Follow-up Management
The existing system made it difficult to efficiently manage and track follow-ups, leading to delays in case processing.
Challenges Faced
Complex Case Assessment
The firm needed to review initial settlements, assess future impacts of accidents, and arrive at adequate compensation figures.
Multi-step Process
Cases often required the involvement of private investigators, forensic experts, and medical professionals to collect evidence, reconstruct events, and file paperwork and claims.
Lack of Centralized System
There was a need for a single, convenient landing page to display all patient records as Leads, manage patient information, display conversion status, exchange forms, and administer follow-ups.
Inefficient Follow-up Management
The existing system made it difficult to efficiently manage and track follow-ups, leading to delays in case processing.
Challenges Faced
Our client faced the following challenges in their case management process
- Complex Case Assessment
- Multi-step Process
- Lack of Centralized System
- Inefficient Follow-up Management
The firm needed to review initial settlements, assess future impacts of accidents, and arrive at adequate compensation figures.
Cases often required the involvement of private investigators, forensic experts, and medical professionals to collect evidence, reconstruct events, and file paperwork and claims.
There was a need for a single, convenient landing page to display all patient records as Leads, manage patient information, display conversion status, exchange forms, and administer follow-ups.
The existing system made it difficult to efficiently manage and track follow-ups, leading to delays in case processing.
Solutions Offered
Realizing the need for a streamlined case management system, HIC Global Solutions built a customized Salesforce solution with the following key features
Centralized Lead Management
A single URL-accessible page with a master list of patient Leads, serving as the operational mainstay.
Multi-functional Action Buttons
Condensed access to various capabilities including patient calls, email composition, Lead creation, and eligibility questionnaires.
Custom Fields and Validations
Implemented for Lead creation and eligibility questionnaires to ensure accurate data capture.
Customer-facing Pages
Creation of a Service page and an Inquiry Capture page to record Leads and Cases.
Consistent UI
A repeatable UI Component incorporating enterprise headers and footers for consistency across the platform.
Solutions Offered
Realizing the need for a streamlined case management system, HIC Global Solutions built a customized Salesforce solution with the following key features
Centralized Lead Management
A single URL-accessible page with a master list of patient Leads, serving as the operational mainstay.
Multi-functional Action Buttons
Condensed access to various capabilities including patient calls, email composition, Lead creation, and eligibility questionnaires.
Custom Fields and Validations
Implemented for Lead creation and eligibility questionnaires to ensure accurate data capture.
Customer-facing Pages
Creation of a Service page and an Inquiry Capture page to record Leads and Cases.
Consistent UI
A repeatable UI Component incorporating enterprise headers and footers for consistency across the platform.
Solutions Offered
Realizing the need for a streamlined case management system, HIC Global Solutions built a customized Salesforce solution with the following key features
The solutions which we offered to them
- Centralized Lead Management
- Multi-functional Action Buttons
- Custom Fields and Validations
- Customer-facing Pages
- Consistent UI
A single URL-accessible page with a master list of patient Leads, serving as the operational mainstay.
Condensed access to various capabilities including patient calls, email composition, Lead creation, and eligibility questionnaires.
Implemented for Lead creation and eligibility questionnaires to ensure accurate data capture.
Creation of a Service page and an Inquiry Capture page to record Leads and Cases.
A repeatable UI Component incorporating enterprise headers and footers for consistency across the platform.
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