Vesta Healthcare faced a pressing deadline to transition to a new CRM system as their existing one was nearing its end-of-life. With the sunsetting of their old CRM, a swift migration was crucial to ensure uninterrupted and efficient management of patient records and healthcare operations.
Wise Wolves successfully implemented Health Cloud for Vesta Healthcare, enabling them to manage their new member acquisition pipeline effectively. Leveraging the household model in Health Cloud, Vesta Healthcare can track the individuals they are enrolling and their family members. By integrating their phone system with Salesforce, Vesta Healthcare now has a streamlined admission, service delivery, and outbound dialing process to determine relationships. Additionally, Wise Wolves built a new patient acquisition pipeline with integrated CTI, providing greater visibility, higher conversion rates, and automated actions to overcome any obstacles in the enrollment process, ultimately allowing Vesta Healthcare to enroll more members. Moreover, they implemented comprehensive reporting capabilities, including affected dates for member referrals, ensuring accurate reporting to insurance companies, and facilitating roll-up reporting.
