Salesforce for Healthcare

While the healthcare industry is changing every day with innovative solutions and intelligent technology, it has become crucial for the companies and organizations to adapt to the latest advancements of the industry and meet the new challenges of today’s business.

Seizing new opportunities with the quality care to the patients and simplifying the patient’s access to care, Salesforce for Healthcare is transforming how this industry works!

Salesforce healthcare services by HIC Global Solutions

About Company

Comfort and convenience are the hallmarks of Metropolitan Dermatology’s offices in Clark, Elizabeth, Jersey City, Kearny, Kenilworth, South Plainfield, Teaneck, West New York, Vineland and Staten Island. Founded by Dr. Alex Doctoroff, an affiliate of the world-renowned Columbia University and New York-Presbyterian Hospital, our well-trained staff provides thorough treatment for the full spectrum of dermatological services.

From your initial consultation to the moment you leave our doors, we ensure that you receive the most comprehensive dermatological care possible. We provide a wide variety of services in all areas of cosmetic, medical and surgical dermatology and cover Union county, Bergen County, Hudson County, Middlesex County and the surrounding areas.

Key Improvement for Client

0 %
Fall in client engagement cycle times.
0 %
Reduction in reported cases of inadequate patient information.
Increase in promoter score indications from patient feedback (out of 5 basis points).

The Problem:

Medicine is not an easy space to work in, making it essential to understand the problems and the needs of each individual before prescribing the patient anything. The workflow of the entire process from Patient reaching out to the doctor, sharing their illness, getting diagnosed to the meticulous treatments need to be streamlined with an efficient workflow.

HIC Illustration

The Solutions:

Salesforce for Healthcare uses HIC Global Solutions Salesforce Customization and Custom Code Development Services, making it easier to connect to every patient on a single unified platform and offer them the right services faster and efficiently from there. With the numerous illness and multiple treatments, each and every patient is properly consulted and diagnosed.

Salesforce for Healthcare offers the 360-degree view on each patient’s illness helping in understanding the patient and their issues while accelerating their treatment and proactive care solely focusing on medicine. Also, the single engagement platform delivers efficient services with higher satisfaction to the patients.

HIC Global Solutions Illustrators

The Features:

  • An inquiry form has been created for the patients to capture all the leads in Salesforce for proper assignments and workflow.
  • Successful integration with Call Rail via a third party tool Zapier enabling the patients to directly call the respective doctors for consultations if and when needed.
  • Confirmed and not confirmed appointments can be marked across the Appointment Date helping manage the easier workflow.
  • Setup user for Community and make lead assignment rule which assigns each patient to a respective doctor for their particular illness so that all the patients are taken care of.
  • Customized Email Templates for personalized marketing to previous, current and prospected customers.
  • Create a Partner Portal Community to share relevant information such as new services, updates on doctors, prevention from illnesses and more.
  • Formula fields for Date, Time and Updating Email template.
  • All the fields in the patent inquiry form are validated so that all the relevant information is captured beforehand.
  • All the fields in the patent inquiry form are validated so that all the relevant information is captured beforehand.

Work Done

Salesforce for healthcare
Salesforce for healthcare


  • Deliver better care with a single view of the patient by collaborating seamlessly from a single point of engagement.
  • Maximized efficiency and delivering exceptional patient experience.
  • A panoramic view of each patient's illness.
  • Accelerates diagnosis and treatment with higher satisfaction.
  • Increased patient’s loyalty with personalized engagement.
  • A consolidated dashboard for internal communications.
  • Seamless automation for all tasks and workflows.
  • Custom Email Template
  • Route and assign patients to the right doctors with proper lead management.
  • Analytical Data Insights and reports for the administration assessment.
About the Author

Piyush Singhal

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Piyush, a

seasoned Salesforce professional, started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with the passionate people.

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