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Project Details

Salesforce Architect

  • Basic Level
  • Type Fixed
  • Duration: Less than a month
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Project Details

We are currently using a practice management software called Gentu, which doesn't integrate with anything. All our processes are paper-based and manual. In order to scale, we need to use a solution that is 1) paperless 2) can be integrated with other tools. Here is what we are ultimately looking to achieve: - patient intake forms will be filled out via DocuSign THEN if a patient record is found, we want the data from the DocuSign form to feed into Salesforce (in custom fields) + attach the PDF to the patient record If no existing record was found, the patient record should be created using the data from DocuSign - the ability to view, manage, update patient records - send SMS & email reminders, letters (word attachments) to patients - View and manage appointments between patients and doctor from within Salesforce - Set, update and cancel appointments (linked to Google Calendar)