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Health Cloud · October 10, 2023

Utilization Management with Salesforce Health Cloud

Utilization Management (UM) in healthcare involves assessing the effectiveness, suitability, and medical justification of treatments, services, and procedures. Salesforce Health Cloud provides the infrastructure to do this at scale — centralized data, streamlined workflows, and evidence-based decision support.

The Core Problems UM Solves

Escalating Costs

Healthcare spending continues rising, straining budgets and limiting patient access. UM reduces unnecessary treatments and tests by ensuring care aligns with clinical necessity.

Scattered Patient Data

Patient data fragmented across multiple systems hinders care coordination. Health Cloud centralizes this data, giving UM reviewers a complete picture for better decisions.

Workflow Inefficiencies

Complex administrative procedures delay care delivery. UM within Health Cloud streamlines authorization workflows so treatments are approved and delivered faster.

Medical Errors

Inappropriate or redundant treatments increase error risk. Evidence-based decision support within UM reduces these occurrences by standardizing clinical review.

Patient Engagement

Patients demand transparency and involvement in their care. Patient-focused UM tools enhance satisfaction by making the review process visible and accessible.

Key UM Features in Health Cloud

Medical Necessity Assessment

Evaluate whether treatments align with clinical needs using objective, evidence-based criteria.

Clinical Guidelines

Evidence-based standards ensure care follows established best practices across all reviewers.

Streamlined Authorization

Standardized, efficient review processes reduce administrative burden and speed approvals.

Peer Review

Healthcare experts provide impartial evaluation of treatment necessity when cases are escalated.

Cost Containment

Controls expenses by flagging unnecessary spending that does not benefit patient outcomes.

Appeals Process

Patients and providers can challenge denial decisions through a structured review workflow.

Why the Combination Works

Utilization Management without a proper platform becomes a manual, paper-based bottleneck. Salesforce Health Cloud without UM processes is data without structure. Together, they create a healthcare solution that addresses critical operational challenges, promotes efficient resource distribution, and improves care quality while controlling costs. The result is a UM program that's defensible, auditable, and scalable.

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