Physician Approval with Salesforce Health Cloud

Once a physician's primary sources are verified, the credentialing process moves to the evaluation and approval stages. Eval and approval are two distinct steps that can cause large delays in the credentialing process. Evaluation ensures that a physician meets the standards of the organization, local laws, and other accreditation standards like NCQA or The Joint Commission. Approval (and privileging) is the formal decision.

Key deliverables of these steps should include:

• A complete record of verifications, reviews, and confirmations.
• A detailed list of privileges a physician is granted.
• A notification that informs the physician of the decision. Next steps like onboarding and training can be laid out if the decision is approved.

However, manual processes mean this isn't usually the case.

The Challenges at a Glance

Manual Processes

Endless back-and-forth emails between stakeholders. Verifications lost in inboxes. Zero follow-ups unless someone remembers. Do any of these sound familiar? These manual processes waste time and open the floodgates for errors and inconsistencies.

Data Silos

What happens when data isn't centralized? You're piecing together verification documents from different spreadsheets, status updates from emails, and committee notes from a random spreadsheet. Oh, and someone always forgets to update the latest changes. Duplicate effort? Check. Guaranteed delays in the credentialing process? Double check.

Communication Roadblocks

Approvals get buried in a sea of emails, and follow-ups rely on someone actively remembering—maybe. By the time anything gets done, delays have stacked up into a tower of paperwork. Miscommunication and missed deadlines? Not on Salesforce Health Cloud's watch.

The Solution

Process Automation

Salesforce can be configured with automated approval workflows that track all approval tasks and communications between committees. Automation eliminates untrackable email communications, reduces manual tasks, and helps teams meet approval deadlines.

Centralized Data Management

With Salesforce, each physician has a central profile that lists their credentialials, verifications, applications, and communications. It gives all stakeholders central access, keeping everyone on the same page. Committees can collaborate without confusion, improving overall efficiency and communication across departments.

Consistent Approval Workflows

Approval workflows are tailored to each hospital for evaluations, reviews, and governing body decisions. This ensures consistency across operations, aligning with organizational standards.

Proactive Deadline and Expiration Tracking

Automatic alerts for pending reviews, approval deadlines, and meeting integration make tracking important dates simpler than ever. This proactive approach ensures renewals and follow-ups are never missed, avoiding compliance penalties and reducing stress. It also enhances efficiency during re-credentialing cycles, saving time and resources.

Within Salesforce Health Cloud, we configure alerts that notify stakeholders about approval deadlines.

Scalability and Integration

Health Cloud talks to other EHRs, EMRs, and primary sources. It is scalable to handle credentialing for expanding networks or multiple locations. Integration ensures businesses can grow without limitations while staying ahead of evolving regulatory demands, making it a future-proof solution for organizations of any size.

What Makes Salesforce the Right Choice?

Credentialing leaders, IT decision-makers, and staffing managers—this platform is built for you. With Salesforce Health Cloud, your team transforms frustration into efficiency while setting your clinic up for compliance and long-term success.

Here's what you'll conquer with Salesforce:

• Faster approvals and onboarding.
• A single source of truth for all credentialing data.
• Smarter, proactive workflows built with your unique challenges in mind.