Custom Salesforce Sales Cloud Solution for

Create a single system to manage patient profiles, medical history, prescriptions, and clinical documents.

Automatically import patient data, store signed disclosure agreements, and link documents to patient records.

Enable physicians to create, update, and track personalized care plans and patient progress.

Track prescribed supplements, in-clinic sales, and refill requirements linked to patient care plans.

Send timely reminders for appointments, prescription refills, and follow-ups to improve adherence.

Disorganized data made it difficult to access medical history, prescriptions, and care plans efficiently.

Time-consuming patient intake and document handling increased administrative overhead

Lack of a unified system caused gaps in treatment coordination and prescription management.

Missed appointments and refills impacted patient outcomes and clinic efficiency.

Implemented a tailored Sales Cloud architecture using custom objects such as Patients, Care Plans, Rx Orders, and Appointments.

Built a structured onboarding workflow to convert inquiries into patient records with captured clinical data.

Developed a comprehensive care plan system enabling real-time updates and visibility for healthcare providers.

Integrated supplement sales and prescription tracking to manage refills, inventory, and patient compliance.

Configured workflows to send automated reminders for appointments, refills, and follow-ups.