Industries
Health Care & Life Sciences
Healthcare clinics and life sciences organizations face growing pressure to deliver better patient outcomes while managing operational complexity and rising costs. Appficiency helps you reduce costs through automation, increase productivity with tailored solutions, and strengthen the way you manage patient and member relationships.

A Simple Solution To Your Unique Challenges
We understand that improving operational efficiency and reducing costs remain key priorities for healthcare organizations today. With increasing demands on resources, patient expectations, and regulatory pressures, the need for smarter, connected technology has never been greater. By leveraging the power of technology, we help healthcare providers and insurers streamline processes, reduce administrative overhead, and foster stronger, more meaningful relationships with patients and members.
360°
View of the patient/member
#1
CRM Platform
Key Solution Benefits
Patient Intake
From taking walk-ins and phone calls to completing intake forms, Software streamlines the patient-to-appointment workflow and improves the patient experience before they even enter the facility.
Referral Management
Track inbound and outbound referrals to maintain strong provider and business relationships. Get complete visibility into clinical and non-clinical referrals, helping improve your referral network and customer relationships.
Insurance Verification
Reduce patient intake and booking time with automated insurance verification (USA only). Verify benefits directly during intake or while speaking with patients on the phone in seconds.
Appointment Management
Streamline appointment booking with customer schedulers. Enable self-scheduling with complex booking rules, recurring appointments, and real-time provider availability.
Patient Engagement
Engage patients across omni-channel communication including Live Agent, SMS, email, and phone. Send appointment reminders, follow-ups, results, and invoices while improving communication.
Care Plan
Empower care coordinators with a complete Patient 360 experience. Streamline care coordination with access to clinical and non-clinical data, EHR integrations, care tasks, plans, problems, and goals across the patient lifecycle.
Patient Experience
Deliver a centralised patient portal. Patients can manage appointments, access health records, invoices, and review their medical history in one secure location.
Med Device Sales
Leverag B2B workflows to manage sales relationships, sample distribution, inventory, quotes, and ordering. Integrate with ERP systems for full Customer 360 reporting.
Clinical Trial Management
Manage CRO and sponsor relationships by tracking study requests, active trials, site data, and multiple indications. Integrate with CTMS to improve visibility and support informed business conversations.
Medical Billing
Configure your revenue lifecycle management by tracking claim status from EHR systems. Enable 1-click payments, automated reminders, and streamlined claim submission through integrations.
See Our Case Studies
e.l.f. Cosmetics Inc.
e.l.f. Cosmetics Inc. enhanced scalability with NetSuite, significantly improving order management, reducing manual data entry, and boosting operational efficiency.
SportsMed Physical Therapy: NetSuite Planning & Budgeting
SportsMed Physical Therapy transformed their fragmented, Excel-dependent budgeting process into a streamlined, automated planning framework by implementing NetSuite Planning & Budgeting (NSPB) with…
Let's deliver the right solution for your business
By providing a complete, 360-degree view of each patient or member, Appficiency empowers healthcare and life sciences organizations to make evidence-based decisions, improve care coordination, and deliver more personalized experiences. With real-time insights and automation powered by Salesforce, teams can work more efficiently, strengthen patient relationships, and drive better health outcomes across the entire continuum of care.

