Business Situation & Requirement
Stella uses the Salesforce platform to manage patient leads, schedules, treatment details, and business performance metrics such as sales, revenue, and ROI. As the organization’s user base expanded, managing these processes efficiently became increasingly complex. The existing setup required improvements to streamline workflows, enhance visibility, and deliver a more intuitive user experience for internal teams.
To bridge these challenges, Stella aimed to optimize its Salesforce environment by customizing Salesforce Flows to automate key processes. They sought a reliable technology partner like Unthinkable with strong expertise in Salesforce development and customization to build scalable, efficient workflows that could manage, update, and distribute patient and business data seamlessly.
The following key requirements were:
Integrate the Salesforce platform with Dr. Chrono, a third-party EHR system, to enable seamless synchronization of patient data and medical records.
Optimize the Salesforce user experience by designing and implementing automated Salesforce Flows to streamline routine operational processes.
Automate data collection, updates, and record management within Salesforce to improve efficiency and reduce manual intervention.
Ensure secure and accurate transfer of patient and operational data between integrated systems to maintain reliability and compliance.
Enhance visibility of patient journeys, schedules, and treatment workflows through structured and automated data processes.
Provide experienced Salesforce professionals from Unthinkable to bridge the skill gap within Stella’s in-house team and accelerate customization and development.
