Conga Solutions for Healthcare

Key Features

Healthcare providers and pharmaceutical companies alike are burdened with paper-heavy legacy systems that lag behind technological improvements and patient expectations. Conventional manual processes for managing heavy workloads are slow, error-prone, and expose organizations to the risk of penalties for non-compliance.

Conga and the Salesforce Health Cloud are changing the game, empowering healthcare, life science, and pharmaceutical companies to improve efficiency, data security, and compliance by automating the most time-consuming manual processes around document creation and management.

Single-click document creationConga streamlines the document process, removing many manual administrative tasks prone to error. Merge data from any Salesforce object or any external data source such as an ERP and pre-define options to run your solution in a single click. Activities are automatically logged and output files copied in Salesforce to create a digital audit trail for complete visibility.

Expansive clause libraries, bundles, and playbooksAutomatically build contracts with terms and conditions pre-approved by your legal department and easily define groups of terms and conditions that are commonly added to the same contract document, accelerating creation and eliminating errors. Use integrated clause tools to manage copies for tracking revisions against specific contract instances or swap an existing contract clause with a pre-approved fallback clause—without ever leaving Salesforce.

Centralized document storage for enhanced reporting and complianceConga provides organizations unlimited storage, retrieval, and archival functions for essential documents all from within a centralized, consolidated data store. Report wizards provide step-by-step instructions for users to easily run and save system standard and ad hoc reports, all of which can be configured to meet specific document retention policies.

Redline, true-up, and third-party contract assimilationUse Conga to accelerate contract negotiation with redline tracking that allows you to compare versions or even edit the latest version. Agreed upon changes are written back into Salesforce with true-up tools to ensure your system of record is up-to-date for renewals and future contract generation. Conga further extends your legal and operations teams’ capabilities by tracking and comparing third-party contracts in Salesforce, mapping data from external contracts to Salesforce fields for data reconciliation and identifying which clauses should be saved in the Salesforce Clause Library for future use.

“The design of the Conga Contracts negotiation process tracks the email sends throughout the negotiation process as Salesforce activities, captures the changes via versioning, and provides a very intuitive ‘true-up’ function to produce the final agreed upon set of clauses in the contract for final signature.”

-Suzan O’Leary, Project Manager, Abiomed

Business BenefitsMinimize riskConga’s streamlined document generation, routing, and storage capabilities eliminate the manual entry errors and outdated records storage processes that introduce unnecessary risk to security and compliance.

Improve complianceConga’s unlimited document storage and archiving capacity makes it easier for healthcare organizations to comply with HIPAA regulations that require personal health information be kept for a minimum of six years. Holding records electronically increases security and increases ease of recovering in case of audit, while automated document workflows ensure that documents are shared only with intended, authorized recipients.

More time for better careAutomated document generation reduces the paperwork that keeps providers from spending more time interacting with patients, improving both patient engagement and outcomes. At the same time, using digitized new patient forms eliminates the administrative duties of entering records by hand and the potential for inaccurate or missing information in forms such as consent or admission forms that hold review and approval processes.

Maximum efficiency with built-in digital signaturesConga’s end-to-end document management also includes integrated eSignatures with Conga Sign that allow for timely and recorded patient communication, such as consent forms. The result is faster communications and better records keeping for greater efficiency—all initiated automatically from within Salesforce.

Get Conga TodayConga is 100% dedicated to the Salesforce platform and to continued advancements in our solution offerings. Today, our comprehensive solutions for data management, document generation and contract management, and reporting are helping customers accelerate their sales cycles, reduce administrative tasks, and deliver greater service and care at lower costs.

Learn more about Conga's solutions and start a free 30-day trial today! https://getconga.com/free-trial/