Orthofi's Transformation Success with Automated Salesforce

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

Location

Denver, CO

Industry

IT Services and IT Consulting

Employees

201-500

SPAR by Numbers

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3

1000

+

Completed Projects

20

+

Years in Business

6

+

Year Average Client Partnership

100

+

Technologies Supported

challenges

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

solutions

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

results

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

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