Salesforce Improves Patient Engagement for a Multi-Location Dermatology Practice

Industry

Healthcare

Services

Salesforce Health CloudImplementationMarketing Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsHealth CloudMarketing Cloud

Challenge

A dermatology practice provides medical, surgical and cosmetic dermatology services across many office locations.

Patient enquiries and follow-ups across locations were handled inconsistently:

Enquiries handled differently at each office.
Missed follow-ups for cosmetic consultations.
Limited patient communication.
No cross-location reporting.

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 dermatology practice network's processes and goals.

Enquiry management

Enquiries from all locations captured centrally.

Appointment follow-up

Automated reminders and follow-ups.

Patient communications

Targeted, compliant communications by service and location.

Reporting

Enquiry and conversion reporting by location.

Dermatology Practice Network 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:

Consistent patient experience across locations.
Better follow-up on consultations.
Targeted patient communications.
Clear cross-location reporting.

Dermatology Practice Network

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Challenge

A dermatology practice provides medical, surgical and cosmetic dermatology services across many office locations.

Patient enquiries and follow-ups across locations were handled inconsistently:

Enquiries handled differently at each office.

Missed follow-ups for cosmetic consultations.

Limited patient communication.

No cross-location reporting.

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 dermatology practice network's processes and goals.

Enquiry management

Enquiries from all locations captured centrally.

Appointment follow-up

Automated reminders and follow-ups.

Patient communications

Targeted, compliant communications by service and location.

Reporting

Enquiry and conversion reporting by location.

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

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Read full post

B2B Services Company

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Essential

Analytics

Marketing

Salesforce Improves Patient Engagement for a Multi-Location Dermatology Practice

Challenge