Industry: Human Services / Care Coordination & Case Management
Platform: Salesforce AppExchange (Apex + LWC + Configurable Workflows)
Challenge:
Care management and human services organizations struggled with inconsistent care plans, manual screening and assessment processes, and fragmented data collection spread across multiple systems—leading to compliance gaps, data errors, and operational inefficiency. Staff needed the ability to build scalable, structured workflows without relying on custom development.
Caresphere Solution:
Caresphere is a Salesforce AppExchange solution built on Apex and Lightning Web Components (LWC) that extends the CRM with deeply configurable Plans, Assessments, and Forms—enabling structured care coordination, automated assessment workflows, and dynamic multi-object data collection. Designed for human services, care coordination, and case management teams that need Salesforce-native extensibility with compliance built in.
How Caresphere Delivers
- Structured Care & Service Plans – Plan templates define reusable Goals and Steps so staff follow a consistent structure while tailoring each plan to the individual. Actionable steps automatically generate Salesforce Tasks linked to assessments, document uploads, service referrals, and enrollments—turning plans into real, trackable work.
- Plan Versioning & Compliance – “Create new version” clones the current plan into a new record, marks the prior version as inactive, and preserves a full history for audit and regulatory requirements. Plans support electronic signature requests and PDF generation, providing a verifiable consent and records trail.
- Configurable Assessment Engine – Admins build assessments in a step-based wizard: pick questions from a shared question bank, organize them into sections with sequencing, define scoring and score translation (e.g., risk tiers, eligibility bands), and configure dependent follow-up questions that appear only when relevant answers are given.
- Smart Scoring & Outcome Tracking – Assessment completion creates Outcome records with total score, responses, and status. Score translation maps numeric ranges to labels or risk levels, driving downstream workflows and eligibility logic. A designated field on the target record (e.g., Risk Level on a Case) can be updated automatically upon completion, keeping all of Salesforce in sync.
- Configurable Multi-Object Forms – A dynamic form builder—powered by Apex and LWC—lets admins configure a primary object plus related parent and child objects, select fields and questions, and optionally add signature capture, document upload, and PDF generation. The platform handles create/update ordering across related records with validation and rollback, ensuring data integrity in every submission.
- Shared Question Library & Integrated Workflows – Plans, Assessments, and Forms share the same question bank and Salesforce security model, creating a unified ecosystem. Tasks generated from plan steps point directly to the relevant assessments and document collection forms, so every part of the care journey—from plan goals to assessment outcomes to signed intake forms—flows through a single, connected platform.
Business Impact
- Standardized care and service plans across all plan types through template-driven consistency
- Reduced data entry errors and improved data integrity through validation, required fields, and dependent picklists
- Full compliance trail with plan version history, electronic signatures, and PDF generation
- Accelerated assessment workflows with automated scoring, outcome tracking, and real-time Salesforce field updates
- Fully extensible Salesforce-native architecture (Apex, LWC) enabling deep customization alongside out-of-the-box functionality