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Physician Privileging with Salesforce Health Cloud

During the credentialing process, physician verification is one of the most daunting manual processes. It involves endless paperwork, cross-referencing multiple systems, and time-consuming follow-ups that can take weeks. Mistakes in this critical process risk compliance, delay patient care and hurt revenue. Let's take a look at how Salesforce Health Cloud changes that.

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Why Salesforce for Physician Verification?

Salesforce? For healthcare? While most people associate Salesforce with nurturing sales leads, Health Cloud makes the workflow automation and data management capabilities from its CRM available to healthcare organizations. With the right customization, it can help credentialing managers automate the manual processes of physician verification.

At a time when care quality, compliance, and efficiency are more critical than ever, Salesforce Health Cloud helps your team avoid errors, slash verification timelines, and maintain compliance.

Challenge

Automating manual, error-prone physician verification processes

Solution

Salesforce Health Cloud

Results

Faster verification, improved accuracy, and regulatory compliance

The Challenges of Physician Verification

Data Silos

Do you have physician files scattered across PDFs, emails, and 50 different shared drives? It's not just you. Many hospitals store physician details across various primary sources, like state licensing boards or credentialing agencies, all with their own interfaces. Having to manually log in, cross-reference, and make sense of physician data is asking for errors.

Time-Consuming Processes

Credentialing can have painfully long turnaround times. Need to verify a physician's medical school degrees or state licenses? The back-and-forth communication with external organizations can take days (or weeks). Each discrepancy adds time, more follow-ups, and extra emails.

Error-Prone Workflows

Humans are amazing...but let's face it, we're not always accurate. Manually comparing physician records with primary sources means mistakes will happen. That could be incorrect data entries, skipped fields, or discrepancies. These errors put even more time between a qualified physician and patients in need.

Limited Transparency

Without a centralized platform to track verification stages, your team is essentially working in the dark. How do you pinpoint bottlenecks? Or estimate realistic verification timelines? The lack of real-time visibility makes managing the credentialing pipeline nearly impossible.

The Solution

Picture one unified dashboard acting as your "source of truth" for all physician verifications. Sound too good to be true? Not with Salesforce Health Cloud.

Automated Verification Workflows

Say goodbye to logging into endless primary source accounts and manually uploading documents. Salesforce Health Cloud integrates with over 3,200 federal and state-level primary sources, automating the data verification step. It checks credentials like NPI numbers, medical specialties, education, and state licenses against trusted databases, all in real-time. The result is an error-free verification process that saves your team hours (or weeks) of manual work.

Centralized Data Management

Gone are the days of spreadsheets, long email chains, and scattered file formats. All physician credentials, including resumes, peer reviews, licenses, and education details, are stored in one place. Everything is organized, consistent, and easy to retrieve when needed.

Compliant by Design

Salesforce Health Cloud isn't just for productivity. It ensures compliance with regulations like HIPAA and Joint Commission standards. Health Cloud tracks every verification step, providing a transparent audit trail to managers.

Verification Tracking

With Salesforce, credentialing managers can monitor the verification stages from start to finish in real time. Bottlenecks in the process are now easy to spot and eliminate. Centralized dashboards track KPIs like time to verify, helping managers prioritize tasks, allocate resources, and hit verification deadlines.

Faster Verifications

Through workflow automation, Salesforce makes physician verifications faster. Timelines shrink, qualified physicians onboard faster, and patients receive care without unnecessary delays.

Bottom line? Care quality improves across the board.

The Results

Faster Verification

Automating time-intensive tasks with Salesforce Health Cloud means that around 97% of verifications can be completed automatically. What used to take weeks can now be completed instantly.

Improved Accuracy

Standardized processes and fewer manual interventions mean fewer errors. Credentialing teams can trust the data, knowing that everything has been checked against the most up-to-date primary sources.

Regulatory Readiness

Because Health Cloud automatically tracks every verification action, reports for compliance audits are just a click away. No more scrambling to prepare for inspections.

Data Transparency

With Health Cloud, credentialing managers finally have the tools they need to monitor physician verifications. With better insights, managers can resolve issues before they escalate and keep the pipeline flowing.

Faster Physician Verification

Improved Accuracy

Regulatory Compliance

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