Advanced Medical DME, a leader in durable medical equipment, was struggling with the inefficiencies of their patient onboarding process. Filling prescriptions for medical devices was a time-intensive task involving multiple manual steps, and training patients on device usage required significant manpower. Patients often experienced delays, and staff were overwhelmed with administrative tasks, leaving little time for personalized care. Advanced Medical DME needed a solution to streamline these processes while maintaining a high standard of patient service.
To address these challenges, we developed an intuitive patient onboarding portal, fully integrated with Advanced Medical DME’s existing systems. Here’s how we tackled the problem:
Patient-Friendly Onboarding Portal
We built a seamless online portal where patients could quickly and securely fulfill their prescriptions. Patients entered their prescription information, selected delivery preferences, and scheduled any necessary consultations in a matter of minutes. The portal’s user-friendly design significantly reduced the need for manual follow-up from staff.
Integrated Workflow Automation
Utilizing Zapier, we automated key administrative tasks, including prescription processing, patient notifications, and appointment scheduling. Zapier connected the onboarding portal with Microsoft Dynamics, ensuring that patient data, prescriptions, and fulfillment steps were updated in real-time. This eliminated redundant tasks, such as manually entering patient information into multiple systems, all while remaining HIPAA compliant.
On-Demand Training Modules
Patients accessed device training through interactive video tutorials and guides hosted on the portal. These modules replaced in-person training sessions, giving patients the flexibility to learn at their own pace while freeing up staff to focus on other responsibilities. Patients could also revisit the training anytime for a refresher.
Streamlined Activity Management in Microsoft Dynamics
All patient interactions and fulfillment activities were managed centrally through Microsoft Dynamics. This integration created a comprehensive record for each patient, streamlining communication between departments and ensuring nothing fell through the cracks.
"The new onboarding portal has been a game-changer for us. It’s simplified the way we handle prescriptions and patient training, saving our team countless hours every week. The success of this project has inspired us to go further by developing an AI Concierge, and we’re excited to see how it will elevate patient care even more."
Megan Eckerman, VP Global Marketing
The patient onboarding portal has transformed Advanced Medical DME’s operations, proving that thoughtful automation and system integration can deliver both efficiency and improved patient care. With the development of the AI Concierge, Advanced Medical DME is taking the next step in revolutionizing the patient experience. If your business is ready to streamline processes and elevate service delivery, we’re here to help make it happen.
- 30% Reduction in Administrative Workload
- 40% Savings on Training Costs
- Improved Patient Satisfaction
If your business faces similar challenges, contact us to see how our tailored AI solutions can drive efficiency and growth.
