MetaDesign Solutions
MetaDesign SolutionsEnhancing healthcare efficiency through seamless integration of Salesforce and patient management systems, delivering automation, synchronization, and improved accuracy for a leading health technology provider
Overview
MetaDesign Solutions successfully developed a Salesforce integration module for a leading health technology provider specializing in direct primary care and concierge practices. This module automated the synchronization between their Salesforce CRM and patient management system, eliminating manual syncing errors and enabling real-time data updates. The solution allowed the healthcare provider to enhance its operational efficiency, allowing more time to focus on patient care by streamlining administrative tasks and ensuring data consistency across platforms.
about the client
The client, a leading health technology provider, offers comprehensive membership management and billing software tailored for direct primary care and concierge medical practices. Their flagship product streamlines the operational workflows of thousands of healthcare providers nationwide, with features such as automated billing, invoicing, and patient data integration.
They further empower healthcare practices through advanced tools that manage patient scheduling, electronic forms, and other clinical operations. Recognizing the need for seamless data flow between systems, the client sought a robust solution to connect their Salesforce CRM with their patient management system, ensuring synchronized, accurate data across both platforms. With this integration, they aimed to eliminate errors caused by manual input and provide healthcare practices with a more streamlined operational experience.
Industry Domain
Allied Healthcare (TPAs, BA, Billing)
Service Category (Service-line)
Salesforce Development / Digital Product Development
Technologies Used
Salesforce
Salesforce Apex
Javascript
Challenges
Data Synchronization:The client needed a solution to sync Salesforce contacts with patient records in their own system, ensuring real-time updates.
Manual Errors: Reducing the reliance on manual data entry, which often led to discrepancies between the two systems.
Batch Processing: Ensuring large volumes of patient and contact records could be processed efficiently, without performance slowdowns.
Data Accuracy: Addressing data conflicts during syncing to ensure the most current and correct information was reflected on both platforms.
User-Friendly: Creating an intuitive interface that allowed administrators to sync and manage patient data without extensive technical knowledge.
Solution Scope and Services
MetaDesign Solutions developed a robust Salesforce to patient management system integration module, leveraging the Salesforce API, Salesforce Apex programming language, and JavaScript for the front-end. The module facilitated both manual and batch synchronization of contacts from Salesforce to the client’s patient system, with automatic detection and resolution of demographic matches. When no match was found, the system allowed for creating new patient records directly from Salesforce.
The integration provided advanced features such as intelligent search for matching patient records, real-time syncing, error handling, and a user-friendly interface accessible only to administrators. This seamless integration significantly reduced manual data entry errors and ensured up-to-date patient information across platforms.
Cross-System Data Synchronization
Leveraging Salesforce Apex for Custom Solutions
We used Salesforce Apex to create a custom integration module, providing the flexibility needed to meet the client’s specific needs. Apex allowed for the creation of custom triggers, batch processing, and error handling, ensuring that the solution was scalable and reliable for the high volume of patient and contact data.
Simplified User Experience through Automation
MetaDesign Solutions prioritized user experience by incorporating a simple, administrator-friendly interface. Automating the syncing process reduced the learning curve for healthcare administrators and allowed them to handle complex tasks such as batch syncing with ease, making operations more efficient.
Results
The Salesforce integration module delivered by MetaDesign Solutions revolutionized the way the client managed their customer and patient data. By eliminating the need for manual entry, the solution significantly reduced errors, improved operational efficiency, and allowed healthcare practices to focus more on delivering patient care. The integration enabled real-time updates and simplified the process of managing thousands of records, helping the client maintain data integrity across both platforms. This solution continues to support their healthcare providers nationwide, making data synchronization an automated, reliable process.