Elevating Patient Scheduling with Salesforce Experience Cloud
About Client
Our healthcare client focuses on transforming midlife and menopause care through personalized, evidence-based virtual consultations. The company combines clinical expertise with technology to deliver structured assessments, symptom tracking, and data-driven care plans. By prioritizing comprehensive and context-aware healthcare, our client empowers women with clarity, confidence, and clinically guided decision-making.
Industry
Health and Human Services
Products
Salesforce Health Cloud
Salesforce Experience Cloud
Challenges
- Manual scheduling process resulted in delays and increased chances of errors.
- Lack of real-time visibility in provider availability caused frequent conflicts and booking issues.
- Coordinating providers across multiple locations was complex and difficult to manage.
- Patients had limited control over booking and managing their appointments digitally.
- Absence of proper skill-based assignment led to mismatches between patients and providers.
Solutions
- Implemented Salesforce Scheduler to automate the entire appointment process.
- Organized key data like operating hours, providers, and service locations in one system.
- Enabled shift-based scheduling to show accurate, real-time availability.
- Applied smart scheduling rules to match business and care needs.
- Used skill-based matching to connect patients with the right providers.
- Added self-service scheduling through Experience Cloud for better patient access.
Results
- Reduced manual scheduling effort by 60%, improving team productivity.
- Improved patient satisfaction by 50%.
- Enabled accurate, real-time appointment booking without conflicts.
- Increased provider efficiency by assigning the right appointments to the right people.
