This application was designed to reduce the onboarding time it took a referral to be become to a patient. A fully trained patient intake coordinator was expected to process 15 referrals per day. We created an application that auto assigned referrals to the PIC's using the SalesForce omni channel feature. We reduced the manual assigning process, reduced the number of applications that were used from 5 to 2, and gave supervisors metrics and the ability to easily reassign referrals to other intake coordinators based on workload and PTO.
The goal of the intake coordinator was to collect as much information as possible but also not stop the intake process if they were lacking information. The are other stages of patient onboarding that take place and the missing information can be gathered during that time.
Instead of opening the EHR to see if the referral had ever been a patient the could search from the application. All electronic referrals were delivered directly to the application.
The patient admissions and care is a priority so indicators we created when each section had enough data to be considered finished.
Then using the Salesforce platform I designed dashboards so the supervisors could see how teams were doing overall or see detailed views of each teams performance. They could see how many admissions each person processed per day and how many each team processed per day, week, month and year.
Then using the Salesforce platform I designed dashboards so the supervisors could see how teams were doing overall or see detailed views of each teams performance.