Paladina Health keeps employees safe and builds trust with Salesforce.
Employers across the country are in uncharted territory. With COVID-19 still rampant, there’s a delicate balance between maintaining business continuity and building trust with employees by keeping them safe.
Paladina Health knows this better than most as one of the nation’s largest direct primary care providers whose employer clients look to the company as a clinical partner in advising them on navigating the pandemic. As an innovator in the healthcare industry, Paladina Health used the Salesforce Customer 360 to devise a custom, repeatable system to monitor and assess employee safety. They are now teaching us how a complete picture of workforce wellbeing can help employers respond with efficiency, resiliency, and scale.
Let’s take a closer look at the four steps Paladina Health took to achieve a comprehensive strategy that’s helping its clients build trust among employees and create a more resilient future.
Ready to return to work?

Step 1: Identify and protect high-risk members.
- A proprietary algorithm to identify at-risk patients like the elderly and those with underlying health conditions
- Proactive outreach advising at-risk patients of safety precautions and the latest CDC guidelines
- Clinical follow-up to ensure high-risk patients’ medications were reviewed and available
Step 2: Send wellness screening surveys.
- Categorize employees as case statuses
- Develop and trigger a new workflow logic to determine employee status and logical next steps
- Set up new outreach work queues for medical assistants (MAs) and call center agents to contact employees
- Provide guidance and schedule follow-up appointments
Step 3: Engage employees across channels.

Step 4: Chart and manage employee wellness from a single hub.
- Quick delivery of data visualization and insights
- Live connections to native solutions like Snowflake and Amazon web cloud
- Employee-specific data aggregation to manage staff at various stages of the return-to-work journey
Results: Speed, efficiency, and personalization.
Work.com: All-new solutions to meet new workplace challenges.
- Build trust by safeguarding employee and customer health
- Manage health-related interactions and workplace planning on a single platform
- Boost healthcare and community responsiveness now and for future crises
More Resources

Guide
COVID-19 Response Playbook

New Solution
Work.com: Your Guide to Reopening the Workplace

Video
Building Resilience: COVID-19 Scenario Planning