Case Study: Lutheran Senior Services improves patient follow-up and care tracking with XTIVIA and Salesforce

Lutheran Senior Services - Customer Case Study

Lutheran Senior Services needed a better way to track discharged patients, coordinate follow-up care, and collect meaningful outcome data beyond what a traditional CRM could support. XTIVIA helped assess the organization’s goals and recommended a tailored Salesforce solution to manage patient monitoring and post-discharge outreach.

XTIVIA implemented Salesforce records, alerts, and custom survey questionnaires to support nurse follow-up calls and capture critical care information. The result was improved patient support, earlier identification of additional care needs, and reduced risk of readmission, while also giving Lutheran Senior Services measurable metrics to track outcomes and accountability.

Lutheran Senior Services

Nancy Dorr

Director of Provider Relations