Five COVID-19 Healthcare CRM Use Cases

Doctor putting on mask to fighting COVID-19

As healthcare workers across the country and around the world fight on the front lines of the COVID-19 pandemic, all of us at J2 are ready to help with solutions that make their jobs easier and increase their effectiveness.

CRM is a software platform that can be used to help address several of the many healthcare challenges that have arisen due to the pandemic.

We’ve worked with providers in the US and UK to tackle a number of challenging COVID-19 use cases using the Salesforce CRM platform and custom-built applications.


1. Drive-Through Testing with Online Record-Keeping

Drive-Through Testing with Online Record-Keeping
  • Challenge: A COVID-19 testing site had been slowed down by time-consuming manual documentation.
  • CRM Solution: Salesforce Health Cloud
  • Results: Care teams triage drive-through test patients with a simple application accessible from any laptop or mobile device.

2. At Home Patient Triage

At-Home Patient Triage

  • Challenge: A specialty pharmacy sought to limit in-person patient contact to only the most essential interactions.
  • CRM Solution: Salesforce Health Cloud and Salesforce Shield (for PII security)
  • Results: Staff seamlessly interacts with patients from their own homes, meeting patients’ expectations of availability despite increased call volume.

3. Incoming Patient Assessment

Incoming Patient Assessment

  • Challenge: Hospital staff had to screen and direct each person entering the hospital to the proper destination, manually documenting the outcome of each interaction.
  • CRM Solution: Salesforce Health Cloud
  • Results: Redundant data entry is eliminated for patients that exist in the system, creating a more efficient screening process.

The Salesforce Health Cloud Quick Start program and J2 have quickly given Frederick Health the tools to adapt to the challenge of this pandemic.

—Roman Geiser, Director of Telecommunications Strategy and Optimization, Frederick Health


4. Rapid Shift Change Screening

Rapid Shift Change Screening

  • Challenge: Screening high volumes of employees during shift changes caused unacceptably long delays at screening points.
  • CRM Solution: Salesforce Community Cloud
  • Results: Before work, staff members complete an assessment questionnaire at home, creating a fast track through shift change screening.

5. Barcode Equipment Tracking

Barcode Equipment Tracking

  • Challenge: Hospital staff needed to know the location of their essential equipment for patients during the crisis.
  • Solution: An Ionic Framework Mobile Application
  • Results: Using a small handheld scanner, caregivers scan barcoded ventilators to record their location. When a patient needs one, doctors access a simple online dashboard that shows the location and status of each one.

Because of the flexibility of Salesforce CRM, the platform is well suited to rapid development of customized healthcare solutions like these. As additional requirements surface, the functionality of the platform can be extended to address those requirements.

J2 Interactive is an award-winning software development and IT consulting firm that specializes in customized solutions for healthcare and life sciences.

To speak with our team about how we can help your organization’s COVID-19 response plan, please get in touch with us.

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J2 Interactive

J2 Interactive is an award-winning software development and IT consulting firm that specializes in customized solutions for healthcare and life sciences.