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A Healthcare Story: Improving Health Plan Buying and Maintenance Processes With Salesforce

Medical Finance Insurance

Healthcare organizations are addressing the need to innovate by adopting digital health platforms (DHPs). DHPs enable organizations to support the healthcare quintuple aim, which outlines the high-level goals of the industry: delivering better patient outcomes, reducing the cost of care, improving the patient experience, improving provider experiences, and health equity.

Using Salesforce Health Cloud, we can help address these outcomes by delivering digital experiences at scale with 360-degree patient data, intelligent care collaboration, and personalized end-to-end experiences.

Building a New Portal for an Enhanced Consumer Experience

With so many options available, choosing the right health plan can be daunting. It can be especially challenging if the process is manual and lacks the data needed for a streamlined health plan buying process. Our client’s health plan wanted to eliminate its manual, paper-heavy consumer health insurance enrollment process and replace it with a modern front-end application and portal for beneficiaries and brokers. It also wanted to integrate consumer and plan data from disparate systems into one portal.

To address these needs, we recommended Health Cloud as the ideal solution to enable the organization to combine clinical and nonclinical consumer data to drive efficiencies and put patients at the center of their care.

We execute our Shop, Quote, and Enroll solution for payers to build a user-friendly portal with Salesforce Experience Cloud for the health plan’s Medicare Advantage, Small Group, and Individual and Family insurance plans. We used Health Cloud to integrate data from disparate sources and leveraged Omnistudio to automate previously manual processes.

READ THE FULL SUCCESS STORY: Improving Health Plan Buying and Maintenance Processes With Salesforce

Why Perficient + Salesforce

We are a Salesforce Summit Partner with more than two decades of experience delivering digital solutions in the healthcare, manufacturing, automotive, life sciences, financial services, and high-tech industries. Our team has deep expertise in all Salesforce Clouds and products, artificial intelligence, DevOps, and specialized domains to help you reap the benefits of implementing Salesforce solutions.

Perficient strives to customize solutions to meet each client’s needs. While healthcare delivery, marketing, and operational issues may be shared across most of the industry, the solutions need to be adjusted to meet organization-specific business goals, target patient populations, and staffing strategies. We understand that the healthcare market is drastically changing. We are here to help healthcare organizations recognize recent and upcoming changes, and design and implement solutions to meet the person-centric needs of consumers.

As one of few implementation partners with dedicated healthcare, Salesforce, and MuleSoft practices, we are uniquely positioned to solve our client’s healthcare challenges with an innovative approach that delivers intelligent, connected user experiences.

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Caitlin Koenig

Caitlin is the Marketing Manager for Perficient's Emerging Solutions portfolio and Salesforce. She lives in St. Louis and is a proud St. Louis Blues fan.

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