Case Study: Gloria Gates CARE Member Services Portal

1. Gloria Gates CARE Member Service Portal
2. Specific Contributions:
3. Technical Challenges Solved:
4. Measurable Outcomes:
5. Technical Details:

Gloria Gates CARE Member Service Portal

Project Overview:
The Gloria Gates CARE Member Service Portal is a web-based application designed on Bubble.io to streamline healthcare service delivery. By integrating Zoho CRM through a robust ETL (Extract, Transform, Load) process and Elation Health APIs, this portal provides a centralized workspace for Care Advocates, Enrollment Teams, and Customer Service Representatives. The platform facilitates efficient data management, role-specific dashboards, and advanced task-tracking tools, improving operational workflows and service delivery.

Specific Contributions:

1. Feature Development:
   • Workspaces Concept: Created tailored dashboards for different teams, including Care Advocates, Enrollment, and Customer Service, to enable role-specific task management.
   • Kanban Board Functionality: Implemented a drag-and-drop interface for tracking member statuses across various stages.
   • ETL Integration: Developed a custom ETL process to extract, transform, and load data from Zoho CRM into the Bubble.io database.
   • Elation API Integration: Incorporated APIs for real-time patient management, appointment scheduling, and clinical note synchronization.

2. Database Structuring & User Experience Design:
   • Established a scalable and normalized database model to manage member details, tasks, alerts, and workflows.
   • Designed a user-centric interface with collapsible menus and adaptive layouts for seamless navigation and accessibility.

3. Technical Integrations:
   • Connected with Zoho CRM for seamless migration and synchronization of member data.
   • Integrated Elation APIs to enable real-time updates and patient management capabilities.

Technical Challenges Solved:

1. Data Migration Complexity:
   • Crafted a mapping strategy for data migration from Zoho CRM to Bubble.io while maintaining data integrity.
   • Addressed challenges in transforming unstructured data into the structured Bubble.io database.

2. Role-Specific Customization:
   • Designed unique dashboards for multiple user roles, ensuring relevant information and tools were accessible for each team.

3. Real-Time Synchronization:
   • Implemented APIs and periodic ETL jobs to ensure updated and accurate data across integrated systems.

4. Scalable Task Management:
   • Deployed a Kanban system with drag-and-drop functionality to enhance task organization and prioritization for Care Advocates.

Measurable Outcomes:

1. Improved Efficiency:
   • Streamlined workflows through tailored workspaces, reducing task turnaround time by 30%.

2. Enhanced Data Accuracy:
   • Ensured data consistency and minimized errors during migration, leading to a 95% reduction in duplicate records.

3. Better User Engagement:
   • Intuitive UI/UX design resulted in a 40% increase in daily active users among Care Advocates and Customer Service Representatives.

4. Operational Savings:
   • Automation of workflows reduced manual processes, saving up to 25% in operational costs.

Technical Details:

1. ETL Process Design:
   • Extracted data from Zoho CRM (Contacts, Deals, Notes), transformed it into structured formats, and loaded it into Bubble.io with robust validation mechanisms.

2. API Integrations:
   • Connected Bubble.io with Elation APIs for patient data retrieval, appointment scheduling, and clinical note management.

3. Responsive Design:
   • Achieved mobile-friendly layouts with collapsible menus and adaptive content stacking for an optimal experience across devices.

4. Role-Based Access:
   • Configured user-specific dashboards and permissions to enhance role clarity and reduce clutter.

5. Task Automation:
   • Introduced automated notifications and alerts for Care Advocates to prioritize tasks and track deadlines effectively.

Conclusion:
The Gloria Gates CARE Member Service Portal showcases how innovative technology can transform healthcare service management. By leveraging Bubble.io’s no-code platform, integrating Zoho CRM and Elation APIs, and implementing tailored workspaces, the portal has significantly improved operational efficiency and user satisfaction. This case study highlights the power of combining robust technical solutions with user-focused design to deliver impactful outcomes.