Problem: Need for a Modern, Compliant CRM System

Solution: Migration to Salesforce Health Cloud

Advantage Therapy & Sleep Centers relied on a legacy Salesforce org that was built on custom objects and shared licenses. CopperHill’s solution was to migrate the organization to a new Salesforce Health Cloud, leveraging out-of-the-box features such as patient person accounts, physician groups, and insurance plans. This upgrade delivered compliance tracking, secure access, and powerful reporting capabilities for the Advantage Therapy & Sleep Centers team.

Problem: Scheduling

Solution: Salesforce Scheduler

Before this project, Advantage Therapy & Sleep Centers’ scheduling process relied on manual calendar management and data input. CopperHill implemented Salesforce Scheduler, which enables the staff to suggest locations, technicians, and time slots automatically based on patient address, study type, and provider availability. This scheduling process reduced errors and increased efficiency for the administrative team.

Problem: Referral Management

Solution: Salesforce Experience Cloud

Before migration, external referral partners had limited access to Advantage Therapy & Sleep Centers’ internal Salesforce environment, raising security concerns even with their restricted permissions. CopperHill instead launched a Salesforce Experience Cloud, a secure community portal that allows external providers to submit referrals, upload/download files, and track study progress. This referral portal also enhanced patient care coordination with referring physician offices. This change ensured that Advantage Therapy & Sleep Centers continued to meet the highest standards of compliance, reporting, and data protection. 

Problem: Document Generation and Storage Limits

Solution: S-DOCS and DocuVault Integration

CopperHill implemented S-Docs for secure, automated document generation inside Salesforce. We also extended Advantage Therapy & Sleep Centers’ use of DocuVault for large file archiving. This prevented any risk of running up against Salesforce storage overages, and also ensured documents remained accessible and compliant.

Problem: Historical Data Loss

Solution: Full Data Migration to Health Cloud

CopperHill performed a complex migration of 150,000+ records across 15 new Health Cloud objects. This preserved historical records and supported advanced reporting.

Conclusion

This Salesforce Health Cloud migration provided our partner, Advantage Therapy & Sleep Centers, with enhanced security, efficiency, and scalability. This partnership paves the way for future enhancements, such as expanded patient engagement features and deeper integration with physician networks. By enhancing scheduling, securing referral management, automating document generation, and improving compliance, Advantage Therapy & Sleep Centers is positioned for continued growth.