TABLE OF CONTENT

About the Client

Stella is a U.S.-based health-tech company providing advanced, research-backed treatments for mental health conditions such as PTSD, anxiety, and depression. Their expert team of doctors, psychologists, and nurse practitioners offers innovative solutions to enhance emotional well-being. Stella uses technology-driven approaches to improve patient experiences, track treatment progress, and streamline operations.

Business Situation

Manual Follow-ups: Maintaining a five-year follow-up cycle manually was time-consuming and prone to errors.
Limited System Interoperability: Lack of seamless integration between Salesforce CRM and third-party EHR systems.
Inefficient Lead Management: No automated tracking system for patient leads and inactive opportunities.
Workflow Complexity: Admin tasks were tedious, affecting efficiency in patient scheduling and treatment tracking.
Salesforce Customization Gap: Stella lacked in-house expertise for optimizing Salesforce automation and integrations.
Scalability Issues: The growing patient base required a more robust and automated patient management system.

The Solution

Unthinkable partnered with Stella to implement custom Salesforce workflows, automating lead and patient management processes. The solution enhanced operational efficiency, reduced manual workload, and improved patient engagement.

Automated a five-year follow-up cycle with scheduled email communication.
Integrated Salesforce CRM with Dr. Chrono EHR for seamless patient data access.
Implemented automated lead tracking, marking inactive opportunities as lost after 30 days.
Optimized Salesforce workflows to enhance user experience and business operations.
Enabled bidirectional communication between Salesforce and third-party EHR platforms.
Provided expert Salesforce professionals to bridge the in-house skill gap.

The Impact

With Unthinkable’s Salesforce automation, Stella significantly improved operational efficiency and patient engagement. Admin tasks became more streamlined, reducing errors and manual workload. The integration with EHR systems allowed real-time data access, enhancing treatment tracking and decision-making. By replacing outdated workflow rules with automated flows, Stella ensured long-term scalability while maintaining existing processes.

Conclusion

Unthinkable’s Salesforce expertise empowered Stella with a seamless, automated system, enabling them to focus on delivering quality mental healthcare. The result was a more efficient, scalable, and patient-centric operation.