Provider Onboarding with Salesforce

The Solution: Provider Onboarding Workflow Automation with Salesforce

By building workflow automations for recruitment, credentialing, contracting, privileging, and payer enrollment, we can reduce many of the manual tasks associated with onboarding.

1. Recruiting Physicians and Providers

Objective: Attract and recruit qualified healthcare providers with the right specialties.

• Salesforce Solution
  Talent Pipeline Management: Use Salesforce's CRM capabilities to track and manage potential recruits, segmented by specialty and qualifications.
• Integrated Campaigns
  Launch targeted recruiting campaigns using Salesforce's marketing automation tools to reach suitable candidates.

2. Credentialing Physicians

Objective: Verify physicians' licenses, education, work history, and certifications accurately and efficiently.

• Salesforce Solution
  Automated Credential Verification: Use Salesforce workflows to automate credential checks against integrated databases.
• Document Management:
  Store and manage all relevant documents in Salesforce, ensuring easy access and retrieval.

3. Automating Contracts and Signatures

Objective: Streamline contract processes to reduce errors and accelerate onboarding.

• Salesforce Solution
  Contract Automation: Use Salesforce's contract management tools to create, review, and finalize contracts quickly.
• E-signature Integration
  Integrate with tools like Conga, Titan, or DocuSign to obtain digital signatures seamlessly and maintain a paperless process.

4. Assigning Privileges to Physicians

Objective: Ensure physicians receive the correct privileges aligned with their roles and specialties.

• Salesforce Solution
  Role-Based Privilege Assignment: Implement role-specific workflows in Salesforce to automatically assign privileges based on credentials and specialties.
• Access Control
  Manage and audit access rights within Salesforce to ensure compliance with healthcare regulations.

5. Enrolling Providers with Payers

Objective: Get providers enrolled with payers promptly to start generating revenue.

• Salesforce Solution
  Payer Enrollment Automation: Utilize Salesforce's automation capabilities to manage payer applications and track status updates.
• Unified Communication Hub
  Provide a centralized platform for communication between providers, payers, and administrators.

Faster Onboarding with Salesforce

By tailoring Salesforce for provider onboarding, healthcare organizations can overcome existing challenges and realize significant improvements in efficiency, accuracy, and provider satisfaction. The streamlined processes reduce the time to care delivery, minimize costs from turnover and errors, and enhance the quality of patient care.