- The Admissions team members were finding it very difficult to manage their Patient Intake process without a CRM solution.
- It was a challenge to maintain data of all incoming leads from multiple sources. Tracking and performing further processes that result to conversion of lead were difficult as well.
- There was hardly any systematic approach for maintaining leads and patients and having a unified view of data across all the staff members.
- Accurate verification of benefits was often a challenge and it caused problems during claim verification.
- A lot of rework was involved for pre-admission assessment as it had to be manually documented multiple times during the initial intake processes as well as later on during the clinical procedures.
- The team delivered Elixir as the custom CRM solution to optimize the Patient Intake processes.
- Multiple integrations was done to help in lead management.
- The team built processes to help in automating the entire insurance verification process right from the stage of collection of insurance details up to the final step of approval of verification of benefits.
Elixir was successful in providing a superior Patient Intake experience because of out of the box Salesforce capabilities customized according to the need of the treatment center.