Your alumni team reaches out after discharge, runs events and brings back referrals and re-admits. We set up Salesforce so every alumnus is flagged, every outreach is a task for the right person, and the program shows up on a dashboard next to admissions.
900+ integrations completed · Salesforce partner · We sign BAAs
How alumni tracking works in Salesforce
The patient is marked alumni, and the alumni type is set on the contact
The alumni team gets an email alert and discharge tasks land in their queue
Calls, emails and events logged, with engagement fields updated
Alumni referrals tagged with their own lead source
The program reported by rep, by alumni type and by outcome
Alumni programs run on spreadsheets and personal phones when the CRM ignores them. Nobody can see who was called, who came to the last event or who sent a referral.
In Salesforce, the alumnus is already a record from admissions. We add the alumni flag, the alumni type and the engagement fields to that record, so the history from the first call through discharge and beyond stays in one place.
Then we automate the follow-up: an alert when someone is marked alumni, discharge tasks for the alumni team, a to-call list, and notification rules. Where your program needs a record of its own, we build a custom alumni object with its own page layout, list views and reports.
What's included
An alumni checkbox on the account and an alumni type on the contact, checked so they update the way your team expects.
Custom fields on the opportunity and contact that track how each alumnus takes part in the program.
An email alert flow when a patient is marked alumni, and flag rules that notify the alumni team.
Outreach tasks created at discharge and assigned to the alumni team, not to finance or admissions.
List views of alumni due for a call, so reps start each day with their list.
Lead sources for the alumni team, so referrals and returns from alumni are counted.
Mass emails from Salesforce for alumni events and program news.
An alumni report and dashboard: alumni by type, outreach by rep, and referrals from the program.
Where you want alumni tracked apart from the admission, we build a custom object with its own layouts and automation.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk through how your alumni team works today and show you what we would build first.
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How it works
We look at your alumni program, your discharge process and your Salesforce org.
Priced by project, not by the hour. You approve before we start.
Fields, flows, tasks and the dashboard built and tested before your team sees them.
Your alumni team trained, and changes made as the program grows.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. We add alumni flags, types and engagement fields to the records you already have, automate tasks and alerts, and build an alumni dashboard. Where you need a separate alumni record, we build a custom object.
The alumni team. We set the assignment rules so discharge and outreach tasks go to the right people.
Yes. Alumni referrals get their own lead sources, so they show up in reports and on the dashboard.
Returns are handled by a re-admit workflow that keeps the history on the same account.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
