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Provider Onboarding with Salesforce

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

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Onboarding Physicians Faster with Workflow Automation

Provider onboarding is a complicated process with multiple steps across recruitment, credentialing, contracting, privileging, and payer enrollment. Penrod has covered credentialing at length. However, many providers don’t have the right workflow platforms to eliminate manual tasks across other steps of the onboarding process. This is where Salesforce comes in.

Challenge

Eliminating the manual provider onboarding tasks that delay care delivery, drive up cost, create inaccurate data

Solution

Salesforce Health Cloud

Results

Faster onboarding, reduced costs, and less physician turnover

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.

Better Data Accuracy

Automate application forms and integrate recruiting, credentialing, and contracting.

Less Manual Work

Standardize processes for each onboarding step, reducing complexity and manual tasks.

Faster Physician Time-to-Care

Reduce manual tasks and delays to quicken time from application to care delivery

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