Case Study: Children’s Hospital Use Cases

Salesforce Health Cloud and Marketing Cloud

Implemented – Case Study: Salesforce Health Services Modernization

The Problem:

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

The Solution:

Configuration of Contact Builder data relationship used in Journey Builder
Consolidated data used in segmentation into a master table
Assisted with getting web forms to send data into Marketing Cloud
Technical implementation of 6 Journey, included email and SMS channels

Examples: Welcome, New Patient, Monthly Newsletters, Birthday, Health Diagnostics, Re-Engagement, etc…

The Results:

Determined what client should incorporate for a data model with standard and custom Salesforce objects and fields to allow Marketing Cloud to drive patient marketing and communication.
Enhanced segmentation & multi-channel fundraising capabilities
Implemented Salesforce Shield™ in order to protect sensitive patient & related person data

Initial Projects at children’s hospital supporting Health Cloud and Marketing Cloud.

Health Cloud: Patient Records

Household –>

Related Person — Patient –>

Diagnoses — Vaccinations — Visits

We have structured the data relationships in Health Cloud so that we can eventually filter off of certain fields or send an email to a parent or guarantor.

Marketing Cloud: Birthday Journey

A personalized automated email goes out on birthday which discusses milestones for that age group. This contains the primary provider’s photo and contact information.

Health Cloud: Web to Lead Forms

We created web forms which intends to capture new expectant mothers who are not already in the hospital database and save these leads into Salesforce. These mother’s get an email with information about delivery at the Children’s Hospital.