Salesforce Hospital Mobile App How To Build Free Tutorial
HOW TO and Code: https://vbatutorialcode.com/salesforc...
Notification setup at: 2:07:00
Moving done tasks from object to object: 1:25:50
Mobile app design: https://imgur.com/gallery/tqRE10c
In this video, I create a Hospital mobile app in the Salesforce cloud. If you download Developer Edition free trial, then you can create the same app in 2 hours for your team for FREE. Salesforce Essentials is $25/month per user & this includes the mobile app. "Salesforce Platform" lets you create custom apps & use Connect Offline. 25 Guest “Patient” Users.
Salesforce Hospital Mobile App How To Build Free Tutorial
In Apple Watch app on iPhone, click Passcode, and Turn OFF wrist detection so you can read your Salesforce notifications immediately.
Main features:
1. Assign a task to a Nurse, User, Hospital, Floor, & Patient. It's a single task. If anyone marks it off at the hospital/nurse/floor/patient level, then it gets completed. You can follow other nurses or floors or SORT by nurses/patients/floors to see who is busiest. Task assignments pop up as notifications on the mobile phone app. I build APEX aggregation Task columns for Floors/Nurse/Etc. APEX Task columns SUM up separately as you assign tasks to Floors/Nurse/Patient/Hospital. Tasks also auto-subtract when the task is completed by each category associated with the task. Not only can you stack up tasks at each of these levels, but the tasks also serve as AUDIT of the workflow. The tasks do not disappear & last there forever in the cloud separated by floor, hospital, patient, & nurse. "My Tasks" can be filtered by Team Tasks or by "Not Completed Tasks." If anyone accidentally marks your task as done or purposefully marks it as done, then it goes to Finished TASK so some1 can work on it there. Get LIVE or historical mobile app task stats for teams or single nurses for open/closed tasks by floor and/or hospital.
2. Mobile app customization with Lightning App Builder. Compact Layout lets you customize fields for Tasks/etc.
3. You can upload 50k Patients/onboard patients in bulk. Using Process Builder, you can create custom criteria to "Create Task Records" to auto-assign tasks to Nurse, Hospital, &/or Patient. So you can onboard 1000s of people & send them to the right place in seconds.
3. The info & task assignment is LIVE. See how busy each floor or nurse is in real time. Assign multiple patient/nurse tasks multiple times to avoid confusion. Send out mass alerts. Mark tasks as completed on app. The data updates in real-time. Make busy environments safer, manage building locations more efficiently, & enable your large work force to communicate on a Cloud mobile app.
4. All workers can know how busy each other are, set reminders/tasks, & assign tasks to others. Assign repeating tasks. Manage workload easier and constantly know what everyone is doing, where everyone is, and communicate better.
5. You can create live dashboards based on historical data for any date range across multiple hospitals or nurses & see who is doing the most work or which hospital is busiest so you can move doctors from hospital to hospital or floor to floor. You can filter this data for completed or not completed tasks. The dashboard reports are LIVE as the tasks get completed on mobile so you can easily see who has the most work at any given moment in a live Report chart on mobile.
6. You can combine this app with Role hierarchy to segregate the information at multiple levels since lower roles on the hierarchy (if you watch my Salesforce User video) have access to different records than people higher on the Role hierarchy.
7. You can mass delete patients and still have an audit history of all the work. Using SOQL, you can drill down & find specific information. You can customize patient processing on so many levels with Salesforce.
8. You can watch my Salesforce Web-to-Case video to create HTML webforms on websites. So patients can visit your website & create an appointment which will go to customer service or the call center & route right into Salesforce. Receive notifications when people schedule appointments. Make live reports with this data too. You can also integrate live chatting with patients for IMing capabilities. Salesforce has a Dialer app for calling people right from your computer for $5/month.
9. You can watch my Salesforce Outlook Integration video to connect Salesforce & Microsoft Outlook. You can auto-send email templates to patients using Workflow Rules, which I showcase in my Salesforce for Dummies Part 2 video.
This works for schools, warehouses, grocery.
Watch my SOQL video to see the table relationships better, learn about Master-Detail and Lookup, and find out what happens when you delete records from different Objects. SOQL is as powerful of a language as APEX with Salesforce data management. So many ways to manage data.