Salesforce Use Cases

Check out the ways Salesforce solves use cases across the healthcare, life sciences, and medical device industries.

Use Case

Physician Re-Credentialing

Learn how Salesforce Health Cloud helps healthcare providers consistently re-credential physicians to keep them billable.

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Use Case

AI Provider Referral Management

Learn how physician liaisons are using AI provider referral management to detect dips in referral volume before they impact revenue.

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Use Case

AI Assisted Appointment Scheduling

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

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Use Case

Physician Network Outreach

Learn how payers are complying with state-level physician network outreach rules by using the power of Salesforce.

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Use Case

Provider Onboarding

Learn how hospitals eliminate manual tasks in the provider onboarding process with Salesforce Health Cloud.

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Use Case

AI Medical Transcription

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

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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.

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Use Case

Mobile Patient Management

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

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Use Case

Home Health Route Planning

Learn how Salesforce Maps helps in-home caregivers get from point A to B on time, visit more patients, and reduce administrative work

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Use Case

Home Health Scheduling

Learn how appointment scheduling is essential for fostering strong relationships between patients and providers

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Use Case

Asset Management

Learn how medical device companies manage shipping logistics, inventory levels, and product quality across multiple locations via asset management with Salesforce.

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Use Case

Member Portal

Learn how payers build member portals in Salesforce Experience Cloud that empower exceptional experiences.

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Use Case

Sales Force Automation For Labs

Learn how labs accelerate pipeline velocity and increase lead visibility with Salesforce.

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Use Case

Sales Force Automation For Medical Device Companies

Learn how medical device companies accelerate pipeline velocity and increase lead visibility with Salesforce.

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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.

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Use Case

Provider Relationship Management

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

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Use Case

Dental Clinic Portal

Learn how Salesforce Experience Cloud builds a foundation for dental clinic portals that engage patients, improve outcomes, and personalize care.

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Use Case

Mental Health Patient Portal

Learn how Salesforce Experience Cloud builds a foundation for mental health patient portals to increase patient satisfaction.

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Use Case

Clinical Trial Management

Learn how end-to-end clinical trial management with Salesforce can quicken participant recruitment, improve patient experiences, and streamline clinical processes.

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Use Case

Population Health Management

Learn how population health management in Salesforce improves healthcare outcomes in groups of patients with segmentation and engagement.

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Use Case

Care Plan Management

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

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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

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Use Case

Contract Management

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

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Use Case

Supplier Management

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

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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

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Use Case

Revenue Cycle Management

In order to streamline revenue operations, providers must optimize the claims process, manage denials, and develop payment plans.

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Use Case

Appeals and Grievances Management

The complaints, appeals, and grievances (CAG) management use case increases productivity, builds member loyalty, and ensures compliance with the CMS.

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Use Case

Utilization Management

The utilization management use case guarantees the involvement of all parties - providers, payers, and members - in ensuring timely and appropriate treatment.

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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.

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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

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Use Case

Provider Recruitment

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

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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.

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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.

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Use Case

Mammogram Scheduling

To encourage mammogram screenings and prioritize community health, it is crucial to focus on specific patient populations and tailor outreach tactics accordingly.

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Use Case

Support Center

Deliver amazing support experiences that build loyalty, engagement, and more revenue.

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