Salesforce Use Cases

Use Case

AI Assisted Appointment Scheduling

Learn why providers are turning towards autonomous agents like Agentforce to assist with multi-step appointment scheduling.

Use Case

AI Medical Transcription

Learn how healthcare companies are using AI medical transcription to improve data accuracy and eliminate manual processes.

Use Case

Home Health EVV

Discover how electronic visit verification (EVV) solutions help home health providers comply with a crucial provision of the 21st Century Cures Act.

Use Case

Mobile Patient Management

Learn how mobile patient management empowers caregivers to deliver exceptional care in the field with Salesforce Mobile.

Use Case

Provider Network Management

Learn how provider network management with Salesforce helps payers grow their care delivery networks to broaden member access to care.

Use Case

Provider Relationship Management

Learn how Salesforce helps you grow provider relationships, manage physician networks, and discover new referral opportunities.

Use Case

Match Exception Resolution

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

Contract Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

Supplier Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

Medical Item Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

Provider Credentialing

When built on Salesforce, the provider credentialing use case creates a single source of truth across enrollment, contracting, credentialing, marketing, and sales.

Use Case

Supply Chain Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

Provider Recruitment

Learn how Salesforce can be used by recruiters and on-boarders throughout the provider recruiting process.

Use Case

New Jersey Bill 332 Compliance

When using Salesforce and Marketing Cloud, healthcare companies in New Jersey can fulfill all the requirements of Bill 332.

Use Case

Patient Acquisition

When built on Salesforce, patient acquisition and intake platforms can empower healthcare organizations to effortlessly track and manage all referrals and new patients from a single engagement platform.