GETONCRM HEALTH CLOUD INTEGRATION FOR
EMR AND REFERRAL MANAGEMENT
How Behavioral Health Providers Achieve Real-Time
Visibility and Automation with Salesforce
THE CHALLENGE & NEED
The Need for a Unified View
Disconnected Systems = Delayed Care
Behavioral health providers rely on fragmented EMRs and manual referral workflows
Lack of real-time availability, preference-based matching, or automated intake
High volume providers need speed, accuracy, and interoperability
A single system for referrals, provider availability, intake, and dashboards
Real-time data sharing between EMRs and Salesforce Health Cloud
THE GETONCRM SOLUTION
Salesforce-Powered Transformation
Integrated Salesforce Health Cloud, Experience Cloud, and Service Cloud
Built real-time referral tracking, smart intake workflows, and self-service portals
Leveraged Salesforce Flow and Einstein AI for smart routing and matching
35% reduction in manual tasks, 40% faster referral processing
EMR data and referral insights in one seamless Salesforce view
Results:
Unified patient and provider experience
HIPAA-compliant, scalable, and automation-ready system
Trusted by high-volume behavioral health organizations
THANK YOU
VISIT US
sales@getoncrm.com
+1 331-220-2070
getoncrm_solutions GetOnCRM Solutions Inc

GetOnCRM Health Cloud Integration for EMR and Referral Management.pdf

  • 1.
    GETONCRM HEALTH CLOUDINTEGRATION FOR EMR AND REFERRAL MANAGEMENT How Behavioral Health Providers Achieve Real-Time Visibility and Automation with Salesforce
  • 2.
    THE CHALLENGE &NEED The Need for a Unified View Disconnected Systems = Delayed Care Behavioral health providers rely on fragmented EMRs and manual referral workflows Lack of real-time availability, preference-based matching, or automated intake High volume providers need speed, accuracy, and interoperability A single system for referrals, provider availability, intake, and dashboards Real-time data sharing between EMRs and Salesforce Health Cloud
  • 3.
    THE GETONCRM SOLUTION Salesforce-PoweredTransformation Integrated Salesforce Health Cloud, Experience Cloud, and Service Cloud Built real-time referral tracking, smart intake workflows, and self-service portals Leveraged Salesforce Flow and Einstein AI for smart routing and matching 35% reduction in manual tasks, 40% faster referral processing EMR data and referral insights in one seamless Salesforce view Results: Unified patient and provider experience HIPAA-compliant, scalable, and automation-ready system Trusted by high-volume behavioral health organizations
  • 4.
    THANK YOU VISIT US [email protected] +1331-220-2070 getoncrm_solutions GetOnCRM Solutions Inc