Headstart Health Automates Data Syncing and Speeds Up Patient Care with Coefficient
“Coefficient automated our data transfers between spreadsheets and Salesforce, saving our team 20+ hours a week and cutting patient onboarding from 70 to 40 days. It’s been a game changer for efficiency and patient care.”
Jimmy Jameson
Director of Strategy & Operations @ Headstart Health
The Challenge
The team relied on spreadsheets and manually transferred thousands of rows of billing and patient data from a third-party system into Salesforce.
This manual process consumed hours each week, introduced errors, and delayed patient onboarding — which averaged 70–80 days.
The Solution
Using Coefficient, Headstart Health kept their familiar spreadsheet workflows but automated data syncing with Salesforce.
Coefficient now refreshes data automatically, updates statuses in real time, and streamlines daily operations – all without engineering support.
Setup took just minutes.
The Result
20+ hours saved weekly across four team members
Cleaner, more accurate data with minimal manual errors
Reduced patient onboarding time from 70 days to 40 days
- Salesforce
- Use Cases
- Connect patient & appointment data
Headstart Health empowers autism therapy providers to launch and manage their own practices. The company focuses on operational efficiency to ensure children receive treatment faster.
Interview Highlights
“Historically, our process required each individual person to go onto our third-party website, look at the data, and see if an event or trigger or patient appointment actually occurred. It was pretty cumbersome and had a lot of room for human error.”
“Our updates are much faster and crisper. In general, it’s taken out a lot of the busy work for my team and allows them to focus more on their important day-to-day work and client families.”
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