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How to Unify Data for Smooth Healthcare Journeys from Pre-Care to Post-Care 

How to Unify Data for Smooth Healthcare Journeys from Pre-Care to Post-Care 

In today’s competitive healthcare landscape, exceptional patient care and growth require a strategic approach to technology and data that extends beyond the Electronic Medical Record (EMR). 

While your EMR system is indispensable for clinical care, it doesn’t give you the full picture of your patients’ needs, preferences, and interactions with your organization outside the doctor’s office. 

This lack of insight can lead to missed engagement opportunities, lost revenue, and an uneven, inconsistent patient experience. 

Yet, many healthcare leaders face a false dilemma: Should they invest in optimizing their EMR or in a Customer Relationship Management (CRM) platform like Salesforce?

The answer is both, and not as disparate systems but together. Because the reality is these platforms aren’t competitors but complementary tools. Your EMR excels at managing clinical data, while Salesforce shines at engaging consumers throughout their entire journey, including pre- and post-care. 

Imagine breaking down data silos and connecting your clinical data with valuable insights from marketing, outreach, and patient feedback. Imagine having a 360-degree view of your patients to deliver personalized care and drive meaningful growth.

That’s where Salesforce + EMR Connect comes in. This powerful approach bridges the gap between your EMR and the Salesforce platform, creating a unified data ecosystem that empowers you to:

  • Understand: Gain deeper insights into healthcare consumers beyond their medical records.
  • Personalize: Deliver targeted communication and care that resonates with each individual.
  • Grow: Increase market share in service areas, boost patient retention, and drive revenue.

With Salesforce Data Cloud as the foundation, this solution harnesses the power of AI and advanced analytics to help you make informed decisions, improve patient experiences, and achieve your strategic goals.

No more choosing between your EMR and a CRM—Salesforce + EMR Connect offers a harmonious solution that unlocks the full potential of your healthcare data.

Empowering Healthcare Marketing with Secure, Compliant Data

Salesforce + EMR Connect empowers healthcare marketing teams to create effective consumer journeys while maintaining the highest standards of data privacy and security. By leveraging Salesforce Health Cloud’s HIPAA compliance and implementing robust data governance practices, you can confidently use patient data to deliver personalized experiences that improve health outcomes and build lasting patient relationships.

A key advantage of this solution is Salesforce Data Cloud’s zero-copy approach to data integration. Rather than manually extracting, copying, and consolidating data from your EMR and other sources, Salesforce Data Cloud connects directly to your existing systems. 

This eliminates the need for time-consuming data migration projects, reduces the risk of errors, and ensures that your marketing team always has access to the most up-to-date and accurate information. 

By connecting directly to your data sources, Salesforce Data Cloud empowers your marketing team to:

  • Eliminate manual list pulling: No more relying on IT for time-consuming data extraction.
  • Segment and target with precision: Easily create personalized campaigns based on a wide range of criteria, including demographics, health conditions, and engagement history while protecting PII.
  • Launch campaigns faster: Reduce the time it takes to get campaigns off the ground, enabling agile marketing strategies.
  • Measure and optimize results: Track campaign performance and make data-driven adjustments to improve outcomes.

This streamlined approach not only saves valuable time and resources but also empowers marketing teams to be more proactive and responsive to patient and provider needs, ultimately leading to better engagement, improved patient satisfaction, and increased ROI.

Salesforce + EMR Connect Use Cases

Welcome New Internal Medicine Patients

Challenge: Identifying and welcoming new patients is crucial for building relationships and fostering loyalty. However, manual processes for identifying new patients and sending welcome messages can be time-consuming and prone to errors.

Solution: By integrating EMR data with Salesforce, you can automatically identify new internal medicine patients and trigger personalized welcome journeys. These journeys can include introductions to the care team, information about available services, and tips for managing their health, creating a positive first impression and establishing a foundation for ongoing engagement.

Keep Transplant Patients Engaged and Informed

Challenge: Maintaining consistent communication with transplant patients, both living donors and those on waiting lists, is crucial for their well-being and successful outcomes. However, manual list pulling and generic communication can lead to missed opportunities for personalized support.

Solution: By integrating EMR data with Salesforce, you can create automated journeys that deliver timely, relevant information to transplant patients at every stage of their journey. This personalized communication can include pre-transplant education, post-transplant care instructions, medication reminders, and emotional support resources, fostering a sense of connection and empowerment for patients.

Improve Epilepsy Monitoring Unit Attendance

Challenge: The Epilepsy Monitoring Unit faces a high rate of no-shows after appointments are scheduled. Generic reminders often fail to adequately prepare patients for their appointments, leading to missed opportunities for diagnosis and treatment.

Solution: Integrate appointment data with Salesforce to create personalized pre-appointment journeys that guide patients through the process, address their concerns, and set expectations for their upcoming visit. This proactive communication improves attendance rates, reduces anxiety, and ensures patients are fully prepared for their monitoring session.

Resolve Consumer Identities for Targeted Marketing

Challenge: Consumer data from various sources often lack unique identifiers, making it difficult to create accurate and comprehensive consumer profiles for targeted marketing campaigns.

Solution: Leverage Salesforce Data Cloud and third-party tools like Populi to match and merge consumer data from different sources, resolve identities, and create unified profiles. This enables you to deliver more personalized and relevant marketing messages, increasing engagement and driving conversions.

What’s Next

With Salesforce + EMR Connect, healthcare organizations are doing more than treating illnesses—they’re building lasting relationships, fostering trust, and empowering patients to take control of their health.

This is a fundamental shift in how healthcare is delivered. By embracing unified data, personalized engagement, and proactive communication, providers can create a healthcare experience that truly resonates with patients on a human level while delivering better health and operational outcomes.

The future of healthcare is here, and it’s defined by the power of connection. Connect your data, connect with your patients, and connect with a better future for your organization.

Ready to explore the possibilities? Check out the solution and discover how Salesforce + EMR Connect can deliver seamless consumer healthcare journeys from pre-care to post-care.

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