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Physician Referral Management Quick Start Package


Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email 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.

Ready to get started? We can help.


  ☆☆☆☆☆ 5/5 AppExchange Reviews Rating

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