Salesforce Supports Integrated Behavioural Health Services for Physician Practices

Industry

Healthcare

Services

Salesforce Health CloudImplementationIntegration

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsHealth Cloud

Challenge

A healthcare organisation helps physician practices deliver integrated behavioural health services, including care management and brief therapy.

Coordinating patients, practices and care managers required a more connected system:

Coordination across practices and care managers.
Manual tracking of patient care activities.
Reporting requirements for partners.
Sensitive health data.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the behavioural health services provider's processes and goals.

Care management

Care plans, interventions and follow-ups tracked for each patient.

Practice partnerships

Partner practices and providers managed centrally.

Integrations

Data exchanged with clinical systems securely.

Reporting

Outcome and activity reports for practices and leadership.

Behavioural Health Services Provider solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Better coordinated behavioural health care.
Less manual tracking.
Clear reporting for partner practices.
Secure handling of health data.

Behavioural Health Services Provider

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Challenge

A healthcare organisation helps physician practices deliver integrated behavioural health services, including care management and brief therapy.

Coordinating patients, practices and care managers required a more connected system:

Coordination across practices and care managers.

Manual tracking of patient care activities.

Reporting requirements for partners.

Sensitive health data.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the behavioural health services provider's processes and goals.

Care management

Care plans, interventions and follow-ups tracked for each patient.

Practice partnerships

Partner practices and providers managed centrally.

Integrations

Data exchanged with clinical systems securely.

Reporting

Outcome and activity reports for practices and leadership.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

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Essential

Analytics

Marketing

Salesforce Supports Integrated Behavioural Health Services for Physician Practices

Challenge