Success Metrics: Real results happen with GetOnCRM Solutions
70%
Enhanced transparency and communication
50%
Faster application review and approval process
80%
Improved accuracy of the submitted informationObjective
Mexico’s government medical board approves licenses applied by medical professionals. Previously medical professionals used to apply for medical licenses through paper-based applications. These applications are divided into two categories: 1. New applications & 2. Renewal Applications
GetOnCRM’s main objective was to develop and implement a digital solution for Mexico’s government medical board, using Salesforce Public Sector Solutions to manage and process new and renewal medical license applications efficiently.
Objective
Mexico’s government medical board approves licenses applied by medical professionals. Previously medical professionals used to apply for medical licenses through paper-based applications. These applications are divided into two categories: 1. New applications & 2. Renewal Applications
GetOnCRM’s main objective was to develop and implement a digital solution for Mexico’s government medical board, using Salesforce Public Sector Solutions to manage and process new and renewal medical license applications efficiently.
The Challenges
Our client receives this paper-based application in large numbers. They were facing difficulties with addressing the application compliances and payment. That is why it took time to complete the compliance & approve the licenses for the medical professional.
Prolonged processing times for compliance and approval of licenses.
Ineffective communication between medical professionals, agents, and the medical board.
The paper-based application system was counterproductive.
Difficulty assigning ownership of applications.
The Solution
We identified Salesforce industries product Public Sector solutions as an apt product for customers’ requirements. We developed the solution using industries development tools like Omnistudio & also used standard development technologies like apex, lightning flows & lightning web components.
Design a web portal on Salesforce Experience Cloud for individual medical professionals or agents to submit applications.
Develop a backend system in the Public Sector Solutions Cloud to review and approve medical applications.
Employ Data Raptors and Integration Procedures to load and extract data from the Salesforce system.
Utilize Salesforce Omni Studio tools (Omniscript and flex cards) to create forms for capturing personal, professional, and compliance information.
The Business Impact
The streamlined medical license application process results in higher efficiency for the client.
Established a single source of truth for all medical professionals' data within the Public Sector Solutions Cloud.
Enhanced review and approval process, leading to faster license issuance.
Provided an accessible platform for medical professionals and agents to easily track the progress of their applications
Client Quote
We're thrilled with the new system! It's transformed our licensing process, saving time and boosting satisfaction among medical professionals.
