Project Kickoff and Business Process Reviews
- At the beginning of the project, we will have a meeting to discuss your final goals for Salesforce and develop a customization plan tailored to your specific process.
Patient Setup
- a.We will set up the Patient record, enabling you to track essential details and symptoms related to each patient.
Physician Setup
- The setup of the Referring Physician record will allow for the tracking of relevant information, including specialties, practice areas, and locations.
Referral Setup
- The Referral record setup will play a critical role in linking Physicians to Patients, as well as tracking patient outcomes.
Salesforce Training
- To ensure a smooth transition and effective utilization of your Salesforce application, we will conduct a custom one-hour webinar training session for your team.
