Salesforce Customization for an Australian Workplace Rehabilitation Provider

About Client

Functional Health Australia is a Sydney based workplace and lifestyle health services provider; they are an approved Workplace Rehabilitation and Treatment Provider with customised solutions for organisations and insurers. A team of accredited allied health professionals work collaboratively with all parties involved to achieve early recovery along with safe and durable return to work outcomes following injury or illness. The business was seeking a Return-To-Work module to be built from scratch.

Challenges

Functional Health Australia approached ADVANZ101 to build a Return-To-Work module to provide tailored interventions to its clients. The key requirements and challenges that were overcome:

The enterprise was looking for a robust Return-To-Work module to automate its case management.
Requirement of a Return-To-Work referral with a pre-approval for an Initial Needs Assessment and Initial Needs Assessment with Medical Case Conference.
Lack of Case to Estimate Process automation including Cost Plan for Initial Need Assessment and Initial Need Assessment with Medical Case Conference.
An absence of an internal and external approval process.