How We Typically Help

• Build Salesforce around real practice workflows 

  • Structuring Salesforce so intake, scheduling coordination, communication, and follow-up happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and patient flow 

  • Making sure front desk, administrative staff, and leadership are working from consistent information across scheduling, billing coordination, and patient activity. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and coordination processes directly into Salesforce so work progresses consistently without manual handoffs. 

Common Situations We Step Into

Medical and health practices typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how patient intake, scheduling coordination, and follow-up should operate inside Salesforce 

• Design data models for patients (as appropriate), providers, services, appointments, and operational activity 

• Structure workflows for scheduling, communication, and coordination 

• Integrate Salesforce with EHR/EMR, billing, and practice management systems 

• Deliver reporting that reflects patient activity, scheduling, and operational performance 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but operational work is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how scheduling, communication, and administrative workflows are actually being handled today 

• Identify where processes break down or are handled manually 

• Reconnect workflows so work runs end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it into more of the practice. 

We work with you to: 

• Extend Salesforce across scheduling, communication, and operational workflows 

• Introduce structured processes across patient coordination and follow-up 

• Improve reporting across patient flow, scheduling, and performance 

• Replace inconsistent processes with something repeatable across staff and locations 

This is typically where Salesforce starts becoming part of how the practice operates, not just something a single team manages. 

AI and Automation in Practice Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Supporting appointment coordination and follow-up workflows 

• Automating communication with patients and providers 

• Improving routing, reminders, and coordination across staff 

• Reducing administrative workload across front desk and operational teams 

• Keeping processes moving without manual tracking 

The focus is always practical — applying automation where it improves patient experience, coordination, and efficiency. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many practices, systems are fragmented between scheduling, billing, and patient communication tools. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across patient engagement and operations 

  • Align it to how scheduling and workflows are managed 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing coordination down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Volume & Operational Complexity

Practices evolve as patient volume increases and services expand. 

We support: 

• Growth in patients, providers, and services 

• Changes in scheduling and operational requirements 

• Standardizing workflows across locations 

• Integrating new systems and tools 

• Improving visibility across patient activity and performance 

We also support expansion scenarios, including: 

• Aligning operations across multiple locations 

• Consolidating systems and data 

• Standardizing how patient workflows are managed 

This usually works best for organizations that want to simplify through growth, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.