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Doc Notes

By Salesforce Labs

Free

Never requires payment

Pricing Details

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Industries: Healthcare & Life Sciences

Business Need: Productivity

More Details

With Doc Notes for AppExchange, medical professionals can easily track and follow up on the many requests they receive for patient records — from completing forms about communicable diseases to forwarding files to new providers.

Compatibility

Salesforce Editions: Professional
Enterprise
Unlimited

App Details

Version: / 1.0.0
Listed On: 01/08/2006
Latest Release: 03/04/2022

Supported Features Native App Built exclusively on the Salesforce Platform, ensuring reliability and performance. Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Editable Code This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.: Native App
Lightning Ready
Editable Code

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 5
Custom Tabs: 6
Custom Apps: 1

Lightning Components: Global: 0
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Whether they are handling workers’ compensation paperwork or forwarding immunization records at the end of summer, doctors spend a great deal of responding to requests for information. Appforce Doc Notes tracks document requests and outbound communications, so doctors and their administrative teams waste less time managing them. The application provides a repository for boilerplate forms and sample letters so staffers can quickly and easily pull together documents and forward them to a physician for signing. Appforce Doc Notes includes a Mandates tab for tracking paperwork on cases, such as those of certain communicable diseases, that must be reported due to legal requirements. Built-in reports let you see how many requests you are receiving each month and what sorts of diseases have been reported from your practice. You can keep a separate list of requests for each of your practitioners, as well as an archive of contact information for the agencies and offices that are frequent recipients of documents from your office.