Physician Referral Management Quick Start Package$2,950 Completion Timeline:
Approximately 4 Weeks Download As PDF
Project Kickoff and Strategy Sessions
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
- We’ll setup the Patient record for tracking basic details and symptoms.
- The referring Physician record allows tracking of relevant information such as specialities, practice areas, and locations.
- Setup of the Referral record will be critical in linking Physicians to Patients, as well as tracking patient outcomes.
- We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.
- We’ll perform a custom, one-hour webinar training session of your Salesforce application.