Penrod Automates Assessment Forms for Salesforce Health Cloud

Automating Forms with Health Cloud 

As a healthcare-focused Salesforce Managed Services provider, Penrod’s expertise lies in effectively organizing data in Health Cloud. Historically, assessment processes have relied on paper forms. It’s a massive problem across the entire healthcare industry and is especially noticeable in mental health. In response to this issue, Penrod’s mental health provider clients are starting to digitize their patient assessment procedures. Accurate and timely patient responses are key in the assessment process, directly affecting the success of patient health outcomes. Having a process that helps patients effectively supply the necessary information becomes a major determining factor. Penrod has set out to be part of the future of healthcare by helping clients automate forms with the power of Salesforce.

Penrod Tackles Client Challenges Using Titan

Here’s the story of how Penrod identified a client issue and decided to tackle it using Titan Forms. One of Penrod’s largest clients, a clinician-guided clinic offering outpatient behavioral health across multiple US states, wanted to innovate its assessment processes. 

They were facing significant bottlenecks in the process as a result of its paper-based 9-item depression scale (PHQ-9) and 7-item Generalized Anxiety Disorder scale (GAD-7).

The PHQ-9 and GAD-7 are the most commonly used measures of depression and anxiety, making them vital to the client’s patient assessment process. Furthermore, the Patient Health Questionnaire Anxiety-Depression Scale (PHQ-ADS), a composite of the PHQ-9 and GAD-7, provides crucial insight into patient mental health. 

The client reached out to Penrod to inquire about automating these paper-based forms completely. They aimed to minimize manual data entry, reduce errors, automate assessment scoring, and increase the number of assessments they could conduct. 

Together Penrod and its stakeholders agreed that there were three main criteria a digital form solution should meet. These were real-time integration into Health Cloud, automated score processing for patient indexes, and reliable end-to-end HIPAA Compliance. After researching existing Salesforce tools, It became clear that Titan Forms was perfect for the use case. 

Titan & Penrod Automate Forms for Faster Results

Using Titan, Penrod was able to provide a seamless solution for their client’s challenge. Penrod was able to leverage Titan’s seamless integration into Health Cloud via web-to-lead forms. Penrod used Titan’s drag-and-drop builder to create accessible forms, breaking down the previous limitations of paper-based applications.

With Titan’s intuitive form creation, Penrod shifted their focus toward form automations that provide significant time-saving and revenue-generating benefits. As a result, they developed real-time scoring to assess patient mental health instantaneously.

Upon completion, forms can be submitted to seamlessly generate a new patient record in Salesforce Health Cloud. This enables care teams to promptly initiate follow-up actions, ensuring efficient and timely care.

The Result: Seamless Automation for Health Cloud

Penrod’s client’s new, paperless assessment process delivered multiple benefits. 

The implementation of the new process has exceeded expectations: The new process significantly shortens the time-to-assessment by eliminating the need for manual data entry and scoring. Every step is now automated, allowing for a more efficient and streamlined workflow.

The new process is more secure than the paper-based forms: Titan ensures HIPAA compliance by encrypting data both in transit and at rest. Moreover, all data is securely stored in a single location within Penrod’s client’s BA perimeter. 

The new process unifies data across the tech stack: As all data is seamlessly transmitted to Health Cloud, it becomes effortlessly accessible in one convenient location.

Penrod has implemented a solution that can read and write Salesforce data: To enhance the user experience of even difficult forms.

Operational Bottlenecks have been eliminated: Via automated web-to-lead forms and streamlined workflows that have effectively revolutionized the process of patient assessment in the mental healthcare domain.

For Penrod and Titan, this is just the beginning. The healthcare industry is undergoing a digital revolution, and this partnership is committed to harnessing the power of Salesforce to shape the future of healthcare.

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