Patient Tracking with Salesforce

Patient Tracking Challenges

In the past, healthcare practices have typically tried to track patient data by manually entering notes in healthcare and contact records. This results in fragmented information, delayed communication, and often a disconnect between patients and their care providers. Not only is manual entry time-consuming, but it lacks holistic efficiency for providing continuous care.

The impact of these challenges results in disjointed patient experiences and poor operational efficiency within the healthcare setting.

Solution with Salesforce Marketing Cloud

Salesforce Marketing Cloud provides the platform, tools, and resources needed to resolve the challenges of patient tracking, contact, and continuous care. As a marketing automation platform, Salesforce easily keeps track of patient data on a personal level outside the context of their health records. For example, healthcare practices can easily track patients' preferred contact channels when they are available for calls. Traditional healthcare systems often lose those special care notes in the shuffle.

It is also possible to track prospective patients as they enter the funnel and track them across multiple channels. New and returning patients can be guided toward the care they need.

Implementation and Results

For new patients, Salesforce makes it possible to onboard patients smoothly. You can hold the same conversation whether they email or text your practice. You can coordinate a care schedule with busy patients. Salesforce is also very helpful when onboarding an entire family joining your patient list with multiple points of contact.

For returning patients, Salesforce makes it easy to personalize care through a comprehensive set of patient data and notes that follow each patient through their care journey. For example, you can ensure a patient with a needle phobia always has extra support and their favorite staff member present for yearly vaccinations.

You might add an alert to the account of a patient allergic to a common material or medication so you always attend their appointments with a safe alternative. Or a consistently late patient can receive automated reminders that help them arrive to their appointment on time.

These features can provide quantifiable improvements in tracking efficiency, patient engagement, and your decision-making process.

Adopting Salesforce for Patient Tracking

Salesforce Marketing Cloud opens a toolbox to tracking patient opportunities for medical practices. Salesforce makes it easier to grow your practice through outreach, lead conversion, and multi-channel onboarding of new patients. At the same time, it can empower your practice to provide continuous care through a unified platform for all patient data, from contact information to preferences and special care notes.

You can streamline your practice by minimizing administrative tasks, automating patient contacts and appointment reminders, and improving your overall patient experience. Hospitals and clinics benefit from considering Salesforce as a solution for improving operations throughout patient engagement, from first contact to long-term care.