Success Story
About the Client
Stella is a global network of medical doctors, psychologists, and nurse practitioners dedicated to addressing emotional trauma and mental health challenges. The health-tech organization delivers research-backed treatments for conditions such as stress, anxiety, PTSD, and depression, focusing on providing safe, effective, and accessible care to patients worldwide.
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.
The Solution
Team Unthinkable implemented customized Salesforce Flows to streamline key operational processes and improve the overall user experience on the platform. These automated workflows enabled efficient management of patient leads, schedules, and treatment-related information while reducing manual effort and improving data accuracy across the system.
The team also integrated Salesforce with Dr. Chrono, the third-party EHR platform, to ensure seamless synchronization of patient data and medical records. These enhancements strengthened Stella’s operational efficiency, enabled better visibility into patient journeys, and supported smoother collaboration across internal teams and connected systems.
Automated Post-Treatment Follow-Ups
- Implemented Salesforce Flow for automated post-treatment follow-ups.
- Automated five-year patient follow-up email workflows.
- Ensured consistent and timely patient communication.
- Reduced manual effort in follow-up management.
Seamless Salesforce EHR Integration
- Integrated Salesforce with Dr. Chrono EHR for unified patient data access.
- Enabled bidirectional data synchronization between CRM and EHR systems.
- Provided physicians with quick access to patient details and treatment records.
- Improved visibility into consultations, treatment progress, and patient information.
Automated lead tracking and updates
- Implemented automated lead and opportunity management within Salesforce CRM.
- Marked inactive opportunities closed and lost after 30 days.
- Automated key business processes to streamline administrative operations.
- Enabled teams to focus on core mental healthcare services.
The Impact
Salesforce automation helped Stella streamline complex administrative workflows, improving the efficiency of patient and lead management. With 40,000+ patients treated and 70+ medical providers delivering care, the optimized system enabled connected workflows and unified data visibility, making the treatment cycle more structured, trackable, and outcome-driven.
To support operations across 20+ clinics worldwide, team Unthinkable is migrating legacy Workflow Rules and Process Builder automations to Salesforce Flows. This transition ensures continuity of existing processes while adopting a more scalable, future-ready automation framework.
40,000+
Patients Treated
70+
Medical Providers
20+
Clinics Worldwide
