Healthcare Solutions
Referral management for a private healthcare group
A compliant referral pipeline across twelve clinics, replacing shared inboxes and spreadsheets.
- 50%
- faster referral to appointment
- 12
- clinics on one process
- 0
- audit findings
The challenge
Referrals arrived by email, fax and phone across twelve sites, with no shared view and no reliable audit trail.
What we did
A single intake process in Salesforce with strict record-level access, full audit history and automated routing to the right clinic.
The outcome
Referral-to-appointment time halved, and the group passed its next information governance audit without a single finding.
Ready to make Salesforce work harder?
Book a free 30-minute call with a senior consultant. We will tell you honestly what we would do first.