
PROJECT OVERVIEW
Implementing Salesforce to manage a medical clinic with physicians working with different specializations and to manage the process of appointment scheduling with minimum clicks.
The major aim of the project is to manage the process of appointment. The appointment process should be based on the doctor’s availability tracked from the Google calendar or from the availability record of the physician.

ABOUT THE CLIENT
Challenges
USA, California based software studio, offering software products in the Healthcare domain.
- The major challenge is that appointment scheduling should be done with minimum clicks and utmost ease.
- The other challenge is to manage the appointment process as it must link to the Google calendar of physicians.
- Ensure that the physician does not need to share his/her Google calendar with the person in charge to book the appointment.
- To maintain doctors’ details with their specializations and respective fees, as each specialization has its own appointment price and each specialization can have multiple physicians.
- To manage and track the availability of the physician from the calendar or from the physician’s availability records.
- To maintain necessary patient details and related appointment details.
OUR SOLUTION
- Created a solution by customizing the Salesforce features to deliver the best experience in managing the workflow for the medical clinic.
- Created Custom objects to manage patient details, manage doctors with their specialization and fee, and track availability.
- Created a Salesforce lightning component to achieve the appointment scheduling process in a single view with minimum clicks and utmost ease.
- Created a solution for physicians ready for Google API Integration with their calendars to manage appointments.
- Custom development to track the available slots of physicians from the calendar, if Google API is integration available for physicians or from physician’s availability records.
About Emorphis
Emorphis Technologies works with organizations to develop software products and enterprise solutions that support changing business needs. Our capabilities span Salesforce, software engineering, product development, AI, cloud computing, and DevOps, helping businesses build modern digital ecosystems.
As an enterprise software development company, we design applications that combine scalability with practical business functionality. Our AI software development expertise enables organizations to add intelligent features, automate workflows, and integrate AI into their products and operations.
Digital transformation is about creating technology that can grow alongside the business. We help organizations modernize applications, improve existing processes, implement Salesforce, and adopt AI and cloud technologies to create more connected and efficient digital environments.
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