A nonprofit that leverage community workers and working in the field of Mental health require technology to manage their operations. They required a Mental Health Patient Management system to capture the inputs of Patients, Caregivers, Community workers, Counselors, and Doctors while consultation & treatment for mental health.

Client Business Background

Their initiatives include Out Patient Department (OPD) providing community-based rehabilitation for patients. They also conduct awareness campaigns about Mental health issues to help patients for reintegrating with the community.

Client’s Current Operating Environment & Change They Required

The client manages current operations manually. They record patients and treatment details on paper forms manually. As the range of patients and treatment consultations increased gradually, the client needs to adopt a platform to manage operations.

They required a cost-effective, secure, and customized software system at scale to manage treatment and consultations for these patients. The client requires access to real-time reports of the patient’s treatment progress across various parameters. This needed to be easy to read and assimilate.

Solution and Approach

Our team after studying the objectives built a solution on top of Salesforce NPSP (Non-Profit Success Pack, CRM) for the client’s requirement of a Mental Health Patient Management system.

With the solution, the client manages the Mental Health patient’s consultations and tracks the treatment process. Implementing Salesforce-based forms, the solution allows capturing data around all patients, caregivers, community workers, counselors, supervisors, and doctors.

The solution implements a high amount of automation and customized configuration to capture details in specified categories. This captures and tracks patients’ treatment data across 4 different parameters as per the requirement of the client.

Using Salesforce provided standard and custom Reports & Dashboard, the Client receives statistical and analytical insights about patients’ treatment & progress.

Implementing record types creation and relationship management, the solution provides efficient data storage to store all entities’ data with mapped relationships.

Overall, the system is highly customized and cost-effectively developed with the support of the NPSP platform to conduct mental health patient management.

Key Benefits

Delivered solution is centralized, automated, and customized eliminating manual errors and causing reduction of manual efforts and eliminates repetitive work. This now enables them to capture data at the source, standardizes the process so that all workers abide by best practices. This also allows them to change and improve processes continuously without having to train as the system drives the process.