Preferred Healthcare is a specialized staffing agency dedicated to matching medical professionals with healthcare facilities, ensuring optimal staffing levels and high-quality patient care. With a focus on precision and technical proficiency, Preferred Healthcare operates across multiple regions, serving a wide range of healthcare organizations.
Preferred Healthcare encountered operational inefficiencies stemming from their existing Salesforce application, hindering their ability to efficiently manage staffing operations. Their ability to track critical information hampered their ability to ensure data integrity and streamline their data entry process. Preferred had unique data management complexities, reporting limitations, and discrepancies in financial reconciliation that needed to be addressed. Additionally, their integration with QuickBooks and invoicing processes required technical refinement to streamline workflows and enhance accuracy.
Caddie needed to use some outside-the-box thinking to develop Salesforce solutions that were not straight out of the box. Their need for enhanced reporting capabilities also presented challenges as they required the development of a reporting suite which utilized real-time insights into the key metrics that they were tracking. Automation was another important ask of this project and a major focus was put on minimizing the manual aspect of client workflows. Caddie sought to engineer tailored solutions that address their intricate requirements while optimizing business processes.
As Preferred Healthcare's strategic technology partner, we conducted an in-depth analysis of their Salesforce ecosystem and operational workflows. Collaborating closely with Preferred Healthcare's technical team, we identified specific data intricacies and designed customized Salesforce objects to capture and organize critical client information. Caddie Inc. developed custom automation solutions using Salesforce Process Builder and Workflow Rules to automate candidate sourcing, qualification assessments, and assignment matching. Automation also extended to invoice generation, fee calculations and payment tracking through the utilization of Salesforce’s Apex code capabilities. These automation solutions enhanced operational efficiency and expedited the placement process.
We also reengineered Preferred Healthcare's integration with QuickBooks, refining integration protocols and resolving compatibility issues to facilitate accurate financial reconciliation and a streamlined billing process. Further, we leveraged the advanced capabilities of Salesforce's Apex code and revamped Preferred Healthcare's invoicing procedures to align with industry standards and regulatory requirements. This culminated in a final product which elevated data precision, amplified efficiency, enhanced financial integrity and provided greater strategic insights for the client.
“The financial report Caddie built for us is a game changer for me, the report is sumptuous it entails all elements a financial report should have which cuts down tons of manual and groundwork for my month end close, so appreciative thank you, Caddie team!!”
- Gennie Wong, Accounting Manager
