Salesforce Customization For The Healthcare Industry To Manage The Lead Intake Process In Salesforce And Convert Created E-Signature Into PDF Format
80%
Increase in lead conversion rate
95%
Automatic capturing of e-signature and then converted into PDF document and saved
100%
Automatic capturing of e-signature and then converted into PDF document and saved
Overview
From scattered records to a single automated flow
What You Need To Know
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.
Why It Matters
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.
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.
Challenges Faced
Bottlenecks slowing every hand-off
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.
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
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.
