Physician Referral Management Quick Start Package

$2,950 Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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Project Kickoff and Strategy Sessions

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.

Patient Setup

  • We’ll setup the Patient record for tracking basic details and symptoms.

Physician Setup

  • The referring Physician record allows tracking of relevant information such as specialities, practice areas, and locations.

Referral Setup

  • Setup of the Referral record will be critical in linking Physicians to Patients, as well as tracking patient outcomes.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of your Salesforce application.