
7Summits

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
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.


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

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

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

Solution
Recommended visit types with explanation of remote-only limitations

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