Service Cloud Omni Channel

Transitioning to a Fully-automated Salesforce Solution Helped OrthoFi Deliver More Smiles

company overview
  • OrthoFi is a pioneering software solution revolutionizing orthodontic practices, driving growth, and simplifying financial operations
  • They help streamline the patient onboarding process, creating an optimized orthodontic experience from start to finish
  • OrthoFi aids in streamlining financial processes, handling insurance and collections, ensuring orthodontic practices operate smoothly and thrive
Denver, CO
IT Services and IT Consulting
Working with SPAR since
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Metric 3
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  • Manually routing high volumes of requests for verification of healthcare benefits and claims was tedious
  • OrthoFi experienced significant delays in resolving queries and confirming benefits
  • No self-service options were available for the providers or patients
  • Implemented Service Cloud Omni Channel routing for the requests
  • A custom unified agent desktop solution was designed to surface data and context-driven actions
  • Deployed Chat and Experience Cloud to support self-service for simple requests

OrthoFi was able to save hours of manual processing, reduced the resolution times, and deflected over 10% of support requests.

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