Paradis and team launched a virtual call tracking system to manage private patient bookings on Sales Cloud with implementation services provided by their chosen Salesforce partner Alscient. It is a CRM and case management system in one that gives RB&HH the tools to:
- Gather and record patient information in a patient profile during customer service calls
- Streamline the patient appointment process via an omnichannel experience
- Track patient appointments and consultations for both the admin and clinician teams
- Share the information and documents with other teams and clinicians who might be involved in delivering care
- Automate reporting and provide data-driven insight to everything from marketing activities to revenue raised for the NHS
- Scale and adapt as service demands increased or changed
The result: more details of a patient's clinical journey, more transparency around the factors that have the biggest impact on patient care, more equipped administrative and clinical teams.
Here's how it works:
Intake and booking.
A prospective patient contacts the RB&HH Customer Services team via telephone, email, or via a webform. The agent proposes available appointments and creates a booking record for the appointment with some basic data (patient name, address, birthdate, etc.). The agent then sends an email to the patient confirming the appointment.
Next, the agent uses the booking record to register the patient with the hospital. "The system is integrated, so we can convert the booking record into a profile in the hospital system with the click of a button. Within three minutes, we've registered the patient, booked the appointment, and created the record that will be used to track the patient's journey and any related treatment revenue that will be generated," explained Hem Gorania, RB&HH Private Patient Booking Lead.
Collaboration and reporting.
All patient appointment information is centralised and accessible across teams. For example, patients can email their referral letter to the Customer Services team who then can upload it directly to the patient's profile for the treating clinician. The team can also follow up with patients to confirm appointments and reactivate closed profiles without having to ask for the same information again.
Automated reports and dashboards provide data both on schedule and on demand as needed. Because the system links patient profiles to payments, RB&HH have visibility of the revenue generated by private patient care, clinicians consulted, and trends in treatment requests. "If, for example, we notice that we're frequently scheduling a specific type of scan, that tells us that we might need another scanner. We can focus on continuous improvement that's backed by data," Gorania continued. The team also uses these reports to better understand the channels patients are using to find and connect to RB&HH, providing insight that can help the team make strategic decisions about marketing and communications campaigns.
Adaptability.
And as service demands change, "The system can be adapted to support other teams, like our international contacts or our consultant engagement tracking, without building from the ground up again," said Gorania.