Physician Referral Management Quick Start Package

$3,999 Completion Timeline:
Approximately 4 Weeks

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

Project Kickoff and Business Process Reviews

  • 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.

Salesforce Training

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