How GetOnCRM Used Salesforce Health Cloud to Revolutionize Behavioral Health Referral Management
- GetOnCrm Solutions
- Aug 6
- 1 min read
🧩 Why Behavioral Health Referral Processes Needed a Change
For a major U.S. behavioral health organization, handling thousands of high-volume referrals meant dealing with disconnected EMRs, manual provider assignments, and time-consuming onboarding workflows. This directly impacted SLA performance, delayed care initiation, and caused transparency issues across payer networks. GetOnCRM stepped in to build a centralized, automated solution using Salesforce Health Cloud, designed to simplify referral complexity and speed up provider matching with smart intake workflows for behavioral health.
⚙️ Automating the Referral Lifecycle with Salesforce Health Cloud
GetOnCRM implemented a rule-driven system that enabled real-time provider availability and preference-based matching, eliminating delays and manual effort. Providers use Salesforce Experience Cloud to manage their credentials and availability through a self-service referral portal. Integrated dashboards powered by Salesforce Health Cloud ensure administrators have complete visibility, while EMR integration enables streamlined referral tracking and smart routing. The result? 40% faster referral assignments and 35% less administrative workload, driving better outcomes for participants and providers alike.
📊 Proven Impact from a Scalable, Future-Ready System
This solution transformed the referral process from reactive to proactive, improving provider accountability and participant engagement. With automated workflows for behavioral health referrals, the organization now operates with full transparency, reduced overhead, and confidence in SLA compliance. The shift wasn’t just technological—it was strategic. GetOnCRM’s Salesforce consulting for behavioral health providers created a seamless, intelligent experience for every stakeholder involved.
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