Streamlining Intake: Salesforce Boosts NJ Facility’s Growth and Efficiency
A newly established NJ addiction treatment facility faced significant challenges in building an efficient intake process from the ground up. Manual workflows for verifying benefits, pre-screening patients, managing payments, and handling assessments created inefficiencies that risked limiting their growth potential.
To address these challenges, we implemented Salesforce Health Cloud, integrated with Kipu for seamless care level management. Our solution introduced advanced automation across the intake process, eliminating manual bottlenecks and reducing errors by 70%. Comprehensive workflows were set up for benefits verification, admissions, and payment management, improving processing time by 50%.
The results were transformational: within the first year, the facility tripled its client capacity, grew its revenue by 3x, and reported a 40% increase in operational efficiency. This project not only laid the foundation for their success but positioned them for sustainable growth and scalability.