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  • Writer's pictureBrett Greathouse

Case Study: Onboard Patients with Salesforce and All Aboard


Harmony Home Health, a prominent home health care provider, offers a wide range of services including skilled nursing, physical therapy, and support for daily living activities to patients in their homes. As Harmony Home Health expanded its patient base, the company encountered challenges in efficiently managing the onboarding process for new patients. The traditional, paper-based approach was cumbersome, leading to delays in starting care and a less-than-ideal first impression for patients and their families.


Harmony Home Health's onboarding process was fraught with challenges, including the manual handling of paperwork, which was time-consuming and prone to errors. This process often resulted in delays in initiating care, impacting patient satisfaction and operational efficiency. Additionally, ensuring the security of sensitive patient information and compliance with healthcare regulations during the onboarding process was a constant concern. Harmony Home Health needed a solution that could streamline the onboarding process, enhance patient experience, and ensure compliance and data security.


The All Aboard application offered an innovative solution to Harmony Home Health's onboarding challenges. Designed to handle all aspects of patient documentation digitally, All Aboard enabled new patients or their responsible parties to complete necessary onboarding paperwork online, including consent forms, medical history, and insurance information. The application's e-signature capability ensured that documents were legally signed and securely stored, eliminating the need for physical paperwork.

Integration with Salesforce allowed for real-time validation of patient information against Harmony Home Health's CRM records, ensuring accuracy and streamlining the onboarding process. Once onboarding was completed and validated, All Aboard automatically generated PDFs of the signed documents and sent an email to the assigned caregiver, providing them with immediate access to all relevant patient information. This not only facilitated a smoother start to care but also enhanced communication and preparedness among the care team.


Implementing the All Aboard application yielded significant benefits for Harmony Home Health:

  • Streamlined Onboarding Process: The time required to onboard new patients was reduced by over 60%, enabling a faster initiation of care services.

  • Improved Patient and Family Satisfaction: The digital and efficient onboarding process significantly enhanced the satisfaction levels among patients and their families, creating a positive first impression of Harmony Home Health.

  • Enhanced Data Security and Compliance: The secure handling of e-signatures and sensitive patient information through All Aboard ensured compliance with healthcare regulations, providing peace of mind to patients and Harmony Home Health alike.

  • Operational Efficiency: The reduction in administrative tasks related to patient onboarding allowed Harmony Home Health's staff to focus more on patient care and less on paperwork, increasing overall efficiency.


The All Aboard application revolutionized the patient onboarding process for Harmony Home Health, providing a seamless, secure, and efficient solution. By leveraging technology to improve operational processes, Harmony Home Health was able to enhance patient satisfaction, ensure compliance, and improve care delivery. This case study demonstrates the impact of digital transformation in the home health industry, showcasing how innovative solutions like All Aboard can drive improvements in patient experience and operational efficiency.

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