Salesforce Customization for an Australian Workplace Rehabilitation Provider

Business 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.