About the client

The client is a large US based healthcare company based out of Raleigh, that focuses on short and long-term outcomes for patients, promoting better health and greater efficiency for them. They serve health plans, health systems and providers through high-touch engagement focused on medication management, behavioral health, and pharmacy services​.

The Challenge

The company’s patients were finding it difficult to book appointment with the doctors of their choice at their convenient time. For doctors it was a task to collect the information about their patients’ history and there were multiple versions of same information available with different doctors. Another blocker was the issue with data transfer in the 123 Form application. Lack of data transfer beyond immediate levels was hindering the seamless flow of information.​

​This was taxing the company with inefficiency and eventually their revenue. They needed a robust platform to reduce redundancies and empower their patients and doctors alike to do more in less time.

Difficult patient experience

Visibility of patient history to doctors

No seamless information flow

Our Solution

CoreFlex Solutions analyzed the client’s ‘as is’ situation and decided to replace the third-party application ‘123 Forms’ (an annual membership-based application) with Salesforce LWC and dynamic forms. The team analyzed and fixed priority issues and implemented new enhancements related to their billing, which is one of the core components of their applications.


Migration from '123Forms' resulted in a more resourceful application with a much better UI experience that improved end user satisfaction and efficiency


cost savings by eliminating cost of '123Forms' license

Salesforce out of box functionality helps care manager to monitor appointments between doctor and patient​​


enhancements delivered successfully


production issues resolved

Community pages for doctors helped them stay updated with latest announcements on the go