Salesforce Agentforce Health vs. Weave

The best scenario [is] that it has [a] particular object which can directly store the records of the client [who] has purchased the policy and practitioner details with [their] expertise. The users can directly book the appointment using LWC or Aura components which can be exposed on websites. The object will be linked with each other [using] a lookup relation which creates a complete framework to handle the cases and details of the clients, [their] policies, and other details as well. Booking or finding a practitioner can be done with the [Salesforce] Health Cloud app where it can use [your] current location and provide details of [available] nearby doctors. Health Cloud supports live agent as well where a user can get the details on his insurance policy and get other help if he need from the chat option with live agent.

Weave integrates with Nextech which is a nice tech stack setup for phone, EMR, text messaging, appointment reminders, voicemail, etc. It would also work well for small medical practices that can use it as an all-in-one system and aren't super worried about tracking where patient leads are coming from (Weave is not a CRM or marketing automation platform). For larger, more complex organizations, they may find a greater need for enhanced integrations with a CRM or marketing automation platform which is not a strong suit of Weave

Incentivized

• [There] are particular objects such as person accounts which [are] linked with [health care company accounts if they have a policy].
• We have flows and pages where a user or client can book [their] appointment with a practitioner and get instant help by raising a case or request for [an] appointment.
• [Salesforce] Health Cloud keeps all the records of clients and practitioners and can link them when and where ever needed.
• Objects in the managed package have [a] standard field which gives a perfect solution with out-of-the-box functionality without creating such a model or structure.
• We can raise cases or requests and [use] automation tools like flows [so] the case will be assigned to [a] practitioner or the queue of the user.

• VOIP Phone System
• Automated Appointment Reminders
• Phone Call Analytics
• Flexible customization options for phone system and appointment reminders
• Inbound customer phone call and text message management
• Auto-reply via text message from missed call
• Phone call recordings for quality control
• Integrated Fax

Incentivized

• integration with Epic was close to impossible
• buy-in from IT to support a system on Epic was not keen to work with decreased our ability to function in the way we expected
• lack of knowing this integration challenge prior

Incentivized

• Analytics and Reporting
• Email Communications
• System Reliability

Incentivized

The software offers a wide range of functionality, which I truly appreciate. However, there is so much there that a lot of drilling into information can be required. This can create a significant learning curve for new users.

We also evaluated Epic's system called Cheers. Salesforce is much better organized and easy to use. Cheers had some major weaknesses.

Incentivized

Better phone systems than Comcast. More streamlined and easier to use than Solutionreach with a more focused feature set. Integrates with Nextech. Solutionreach does have the best custom appointment reminders and recall email marketing functionality in the HIPPA-compliant industry, in my experience

Incentivized

• The process of implementation allowed us to better see our data downfalls in our parent EMR system and find ways around it
• Reporting and dashboards allowed us to see the impact of marketing efforts as it related to appointments made
• campaign features allowed us to see which campaigns related to which personas

Incentivized

• Flexible control over phone system and call groups and routing
• Integrated, universal phone call and text messaging queue for more efficient inbound message management and FUP
• Ability to customize appointment reminders based on appointment type, with bi-lingual support (Spanish)
• Overall increased connection rates on initial contact attempt with customers and faster follow-up turnaround times

Incentivized