Health Cloud: Referrals & Provider Relationship Management | Expert Coaching
Salesforce Support Salesforce Support
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 Published On Oct 1, 2024

This video features a Salesforce expert who explains how Health Cloud Admins can approach their management of referrals and provider relationships. With conceptual discussion and click-through examples, you'll get guidance to understand this:
How to use Health Cloud for managing patient referrals from submission to closure.
How to use Health Cloud for Provider Relationship Management by successfully modeling your organizations and individual providers in your network.

0:00 Intro and Overview
0:10 Learning Objectives
1:24 Referral Management Decisions and Features
1:54 Referral Management Demo
3:40 PRM Data Model and Features
4:53 Step-By-Step PRM Demo
7:37 Customer Experience Tips & Outro

For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...

#Salesforce #ExpertCoaching #HealthCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo

Implement: Health Cloud: Referrals & Provider Relationship Management
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

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