How BatonCare Unified Healthcare Operations in Salesforce

BatonCare is a healthcare provider that handles many daily aspects of patient care services including documentation and coordination among providers and insurance coverage verification. Similar to many healthcare organizations, BatonCare's productivity relies heavily on speed, accuracy, and management.

As the organization expanded, BatonCare adopted Salesforce as its primary system for workflow management. However, many of the core tasks still existed outside of the CRM. As such, the team was required to continually switch between applications to accomplish even the simplest of tasks such as faxing, communication, verification etc. This created an unnecessary level of friction for everyday work.

While BatonCare's processes were not broken prior to working with us, they certainly were not as streamlined as they could have been. Since much of the patient and provider engagement was happening outside of Salesforce, this created gaps in the end-to-end workflow and impacted downstream systems and processes.

Too much application switching, especially when faxing, verifying insurance coverage and communicating, occurred over time, thereby slowing down the team.

BatonCare decided to bring everything into one place using Cloud Maven, Inc’s solutions, SMS & Fax Hub for Salesforce SMS and fax integration, along with its Medical Insurance Verification software, all within Salesforce. Instead of changing how their team works, the solutions integrate easily with their current workflows.

What improved:

• Faxing and text messaging happen directly from Salesforce
• Health insurance eligibility verification is faster and easier to execute
• No longer switching between various platforms for fax, SMS or eligibility checks
• Sending and receiving medical records become more straightforward
• Team's day-to-day activities appear more connected and less fragmented
• A single source of truth enables better reporting and care for patient
• Accurate and up-to-date insurance information reduces billing errors
• Through self-service, patients can manage routine tasks like updating insurance details, etc.

Overall, the products functioned as intended with no unexpected results or complications.

All functions currently exist within Salesforce, driving faster healthcare operations.

• No time spent jumping between applications.
• Faster completion of insurance verification.
• Easier management of medical documents.
• More efficient internal workflows.
• Tools functioning as anticipated.
• 5-star rating by BatonCare team.