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Transforming Healthcare Support with a Custom Patient Contact Center

Introduction :

A Patient Contact Center in Health Cloud serves as the cornerstone of a healthcare organization’s commitment to delivering exceptional patient care. Designed specifically for managing patient interactions, it handles inquiries, appointment scheduling, and a host of administrative tasks. By integrating Salesforce Health Cloud with advanced middleware solutions, the contact center transforms how healthcare providers engage with their patients.

Key Functionalities of the Patient Contact Center :

1. Patient Search with Patient ID

  • Call agents can efficiently retrieve patient records by searching with a unique Patient ID. 
  • First, the system checks within Salesforce and redirects the agent to the corresponding Person Account (Patient) record if the Patient ID is found. 
  • If the Patient ID is not available in Salesforce, the middleware queries the Electronic Health Record (EHR) system. The patient’s record is pulled from the EHR, a new Person Account record is created in Salesforce, and the agent is redirected to this newly created record. 
  • This seamless workflow ensures quick and reliable access to patient data.

2. Patient Search Using Personal Information

  • Call agents can also locate patient records using personal details such as the patient’s name, date of birth, and phone number. This flexible search capability caters to situations where patients may not readily have their Patient ID. 
  • Similar to the Patient ID search, the system first checks Salesforce for matching records and redirects the agent to the corresponding Person Account (Patient) record. 
  • If no match is found in Salesforce, the middleware queries the EHR system, retrieves the patient record, creates a new Person Account in Salesforce, and redirects the agent to this record. 
  • This ensures comprehensive coverage and minimizes delays.

Patient Record :

Patient Information with all details

Key Features :

  • Pre-Configured Agent Console
    The contact center comes equipped with a pre-configured agent console, seamlessly connecting to Electronic Health Records (EHR) systems via middleware. This setup provides call agents with a comprehensive view of patient details, enabling them to offer personalized support.
  • Call Agent Dashboard
    A dedicated dashboard enables agents to track and manage patient inquiries raised during calls. This tool ensures no inquiry goes unresolved, enhancing the overall patient experience.
  • EHR Patient Search Functionality
    Configured features allow agents to retrieve patient information directly from the EHR system using details like Patient ID, name, or date of birth. This integration ensures data accuracy and reduces redundant data entry.
  • Middleware Integration for Data Verification
    Middleware acts as the bridge between Salesforce and EHR systems, ensuring that patient details are retrieved and verified seamlessly. This setup not only enhances efficiency but also ensures compliance with data security standards.

Benefits :

  • Improved Patient Satisfaction
    With quicker access to accurate patient information, call agents can address patient needs effectively, leading to higher satisfaction levels.
  • Enhanced Operational Efficiency
    Automation and seamless integration with EHR systems reduce manual tasks, allowing agents to focus on patient interaction.
  • Scalable and Secure Communications
    AWS-powered call services ensure that the contact center remains reliable and secure even during high call volumes.

By leveraging the robust capabilities of Salesforce Health Cloud, healthcare organizations can transform their contact centers into patient engagement hubs. These advancements not only improve operational efficiency but also reinforce trust and loyalty among patients.