Elder Care facility automates clinical and administrative Workflows for an enhanced caregiver and patient engagement
Company Profile:
INDUSTRY: Geriatric Healthcare
SOLUTION(S): Contact Center, EHR, RCM
LOCATION: Royal Palm Beach, FL
EMPLOYEES: 10+ employees
BUSINESS NEEDS:
- Implement a unified platform to manage clinical,operational, and billing workflows end to end.
- Automate patient intake, assessments, care planning,tasks, alerts, and follow-ups to improve staffproductivity and reduce manual effort.
- Enhance patient and caregiver experience byminimizing screen time and simplifying user interactionsacross the system.
- Enable CMS GUIDE dementia model requirementsthrough structured assessments, care plans, cognitivetracking, and compliant reporting.
- Provide caregiver engagement tools including portals,educational resources, communication, and feedbackmechanisms.
- Deliver real-time dashboards and automated reportsfor operational visibility, quality tracking, and CMScompliance.
- Enable bi-directional data integration, SSO, andautomated synchronization between Elixir, Salesforce,and third-party systems.
SOLUTION IMPLEMENTED:
- Mapped the complete patient journey, integrating publicsites and internal entities to enhance experience.
- Configured system interfaces for intuitive and seamlessuser interaction.
- Enabled CMS GUIDE dementia model compliancethrough structured assessments, care plans, cognitivetracking, and reporting.
- Supported multidisciplinary care coordination withsecure communication, task management, and collaborationwith external providers.
- Developed real-time dashboards and automated reportsfor operational visibility, quality tracking, and CMScompliance.
- Designed scalable, standardized templates andworkflows to support program expansion and franchisegrowth.
- Enabled bi-directional data integration, SSO, andautomated synchronization between Elixir, Salesforce, andthird-party systems.
RESULTS
- The client has provided highly positive feedback onthe process automation and user interface implementedby the PBEC team on Salesforce.
- The unified system eliminates the need to interactwith multiple platforms, significantly increasingproductivity and reducing overall screen time by 2x.
- PBEC forms, dashboards, and portal interfaces arefully customizable, making the system dynamic and easyto adapt for various use cases.
- The end-to-end process automations across thesystem provide significant positive impact on thebusiness outcomes and the screen time has beensignificantly reduced