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Complete Recovery Addiction Treatment Rehab

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PROJECT OVERVIEW

Tree House Rehab, a specialized rehabilitation centre, was struggling with fragmented systems for patient interaction, lead management, and medical record tracking. NMG Technologies implemented Salesforce CRM integrated with CTM and KIPU to centralize workflows, automate communication, and ensure secure, compliant operations across departments. 

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PROJECT NAME

Salesforce CRM & Health Platform Integration for Tree House Rehab 

SERVICES OFFERED

  • Salesforce CRM Implementation
  • CTM & KIPU Integration
  • Lead & Opportunity Automation
  • Workflow Optimization
  • Email Notification System
  • Patient Document Management 

INDUSTRY

Healthcare / Rehabilitation

BUSINESS TYPE

B2C – Rehabilitation & Wellness Centre

TECH STACK

salesforce ctm health
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Tree House Rehab is transforming rehabilitation operations by connecting clinical workflows and healthcare systems through Salesforce integration. Here's how it's setting new standards: 

  • integration
    Seamless Integration
    NMG connected Salesforce with CTM (calling) and KIPU (EMR), ensuring smooth, real-time data synchronization across systems, eliminating silos and manual handoffs.
  • management
    Automated Lead Management
    CTM call data now automatically generates leads in Salesforce, enabling timely tracking and structured follow-ups from inquiry to admission.
  • notification
    Real-Time Notifications
    Automated email alerts keep the care team updated at every stage of the patient journey, improving internal coordination and reducing response time.
  • document
    Centralized Document Management
    Patient-related documents are securely shared between Salesforce and KIPU, streamlining administrative tasks and improving data accessibility.
  • secure
    Secure, Role-Based Access
    Access to patient data is restricted based on user roles, improving security and ensuring compliance with healthcare regulations.
  • workflows
    Smart Opportunity Workflows
    Custom opportunity stages within Salesforce reflect each step in the rehab process, giving staff full visibility into patient progress.
  • efficiency
    Operational Efficiency
    By automating workflows and reducing manual effort, the rehab center has seen measurable improvements in productivity and service delivery.
  • experience
    Better Patient Experience
    With improved coordination, real-time updates, and streamlined onboarding, patients now experience a smoother, more responsive journey.

FEATURES

  • CTM Lead Integration – Incoming calls instantly create Salesforce leads. 
  • Opportunity Workflow – Real-time pipeline aligned with patient treatment stages. 
  • Automated Email Alerts – Notification triggers based on status updates. 
  • KIPU Integration – Seamless data sync between platforms for patient progress tracking. 
  • Document Sharing – Secure patient document exchange through Salesforce. 
  • Role-Based Access – Enhanced compliance via permission-based data visibility. 
  • Reporting & Visibility – Better decision-making through centralized dashboard 

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