Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Doc Notes
by Salesforce LabsSalesforceFree
Tracks medical record requests and outgoing documents for doctors and administrative teams in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Doc Notes records requests for copies of records and communications sent in response. It stores boilerplate forms, sample letters, and doctor’s notes for staff to assemble and send to a physician for signing. A Mandates tab records paperwork for cases subject to required reporting. Reports show monthly request totals and reported disease types, while separate practitioner lists and recipient contact records organize related information.
Key capabilities
from the Salesforce AppExchange listingRequest fulfillment tracking
Records requests for copies of medical records and documents sent in response.
Form and letter repository
Stores boilerplate forms and sample letters for staff to use when preparing documents.
Physician signing workflow
Allows staff to send assembled documents to a physician for signing.
Mandate paperwork tracking
Records paperwork associated with cases that require reporting.
Request and disease reports
Reports monthly request totals and the types of diseases reported by the practice.
Practitioner request lists
Keeps a separate request list for each practitioner.
Recipient contact archive
Stores contact information for agencies and offices that frequently receive documents.
Use cases
- A practice can manage workers’ compensation paperwork requests.
- Staff can organize immunization records sent at the end of summer.
Who it's for
Doctors, administrative teams, and staff members who respond to document requests.
In the catalog
642 plugins in Salesforce Platform · Documents and content
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Whether they are handling workers’ compensation paperwork or forwarding immunization records at the end of summer, doctors spend a great deal of responding to requests for information. Appforce Doc Notes tracks document requests and outbound communications, so doctors and their administrative teams waste less time …»