Health Cloud Referral Management Quick Start Package

Health Cloud Referral Management Quick Start Package



Completion Timeline:
Approximately 1 Week

Call +1 (289) 937-1775 or
for more information.


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.