Project

7Summits

Project

Project

Utilize the Salesforce Community platform to build a customized health portal with new and enhanced features such as scheduling, care team messaging, and prescription management

UX Goals

UX Goals

Bring the warm and friendly in-office Paladina experience to an online environment. Update existing UX for a more modern look and feel. Enhance the scheduling UX to provide clear user options to decrease practice call volume.

Group 7.png
KPIS

KPIS

Increase online engagement, drive up number of appointments scheduled in a digital workflow, and decrease drop-offs during appointment date & time decision

Challenges

Challenges

Limited customization in Salesforce, complex matrix of user choice when scheduling an appointment, accounting for caregiving and privacy concerns

Solution

Solution

New, fully customized message center with privacy toggles based on patient, caregiver, provider, and care team

Solution

Solution

Recommended visit types with explanation of remote-only limitations

Solution

Solution

Encourage patients to be their own advocate by providing clear pathways to manage their healthcare

7Summits, Paladina Health.png