Think. Build. Salesforce Solutions.

Salesforce Consulting Services across Salesforce Clouds & Across App Lifecycles

Home / Case Studies / Mirketa automates the Pre-Intake Process with Multi-Party Integrations for an Addiction Recovery Center

Mirketa automates the Pre-Intake Process with Multi-Party Integrations for an Addiction Recovery Center

Opportunity/Problem Statement:

  • The client wanted to streamline their Pre-Intake process by automating the Lead Management, Pre-assessment, Opportunity Management, VOB, Travel Management, Financial Agreements and Alumni workflows.
  • There was a need for web-to-lead and Dialogue Tech Integration for the purpose of managing leads in the system.
  • The client wanted to integrate the existing EHR system with Salesforce and have both the CRM and the EHR systems in sync in terms of all the patient information.
  • The client wanted to effectively manage processes related to Pre-Assessment, Financial Agreement, VOB before shifting the patient to the EHR.
  • All the patient PDF files related to the pre intake and other activities were required to be sent to EMR.
  • There was a need for automating the discharge and alumni processes and keep both the systems in sync .

Solution Highlights:

  • The basic entities of Salesforce such as leads, opportunities and accounts were appropriately configured to help maintain patient information without the need for maintaining multiple records of a single patient.
  • Multiple integrations (web-to-lead, Dialogue Tech) were done to help in lead management. All the lead data from multiple sources could be captured and tracked.
  • Built custom Pre-Admission assessment, Financial agreement, VOB and Travel related forms for effectively capturing relevant patient data during the Intake Process.


  • Mirketa was successful in providing a superior CRM experience because of out of the box Salesforce capabilities customized according to the need of the treatment center.
  • Salesforce-EMR Integration boosted productivity and reduced the possibility of data errors due to disjoined systems. It also reduced the documentation related work significantly.

Ready to get Started with your Salesforce Implementation?

Contact us for a FREE consultation on how to get your Salesforce Implementation and Integration Project started.


Success Stories