Project Name
How a Leading Healthcare Network Achieved 90% Accuracy in Patient-Care Metrics with RollUp Magic
A prominent healthcare network operating multiple hospitals, clinics, and wellness centers across the United States utilized Salesforce to manage patient records, appointment scheduling, and case tracking. As patient volume grew, the network faced challenges in extracting meaningful insights from fragmented data—affecting patient outcome visibility and operational decision-making.
To address these gaps, the organization turned to RollUp Magic, the most efficient Salesforce rollup summary tool, to simplify metrics tracking, improve caregiver accountability, and eliminate dependency on custom-coded solutions.
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Manual Calculation of Treatment Metrics
Health outcomes like treatment success rate and recovery time were calculated manually, resulting in time-consuming processes and delayed decision-making. -
Limited Reporting Across Caregiver Relationships
It was difficult to generate comprehensive reports across patient-caregiver interactions due to siloed data and limited rollup configurations in Salesforce. -
Custom Code Dependencies
Existing roll-up implementations relied on Apex code, which not only required regular maintenance but also impacted overall Salesforce performance. - Inconsistent KPI Visibility Across Centers Leadership struggled with inconsistent access to critical KPIs like recovery rates, staff responsiveness, and follow-up frequency for each treatment center.
By implementing RollUp Magic, the healthcare provider introduced a no-code, scalable data roll-up solution within Salesforce to enhance transparency and accelerate care analytics.
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Configurable Rollups on Lookup Relationships
Rolled up patient recovery timelines, appointment history, and satisfaction ratings from child records to associated treatment centers and caregivers—without custom code. -
Facility-Wise KPI Summaries
Calculated average treatment duration, success rates, and staff engagement scores for each clinic and hospital, enabling performance benchmarking. -
Caregiver Insights
Tracked patient follow-ups, treatment completion rates, and engagement metrics per caregiver—providing leadership with real-time visibility into staff performance.
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85% Reduction in Manual Effort
Automated data aggregation saved countless hours previously spent on spreadsheets and manual metric tracking. -
90% Accuracy in Patient-Care Metrics
Standardized roll-up logic eliminated human error and improved the accuracy of critical healthcare KPIs.
RollUp Magic empowered this healthcare network to transform its Salesforce instance into a high-performance, data-driven platform—without writing a single line of code. From patient outcomes to caregiver efficiency, the solution brought clarity to every level of the organization.
For healthcare businesses seeking no-code Salesforce automation, KPI visibility, and operational efficiency, RollUp Magic is the clear prescription for success.
Ready to Boost Patient-Care Insights with Real-Time RollUps?
