Sean Foster
Email me
Previous projectNext project

04 · Healthcare

Special orders, confirmed by email every morning

Clinics place special orders that the order team reviews by hand. Every morning, two scheduled jobs collect the new and changed orders, group each order's lines, and email the clinic: once when the order is received, and again when doses are approved, changed or cancelled.

Client
Serves thousands of medical practices across the US
Built with
  • Salesforce
  • Apex
  • Queueable Apex
  • Visualforce
  • Scheduled Apex

What it changed

  1. 01

    About 4,000 special orders from 2,200+ clinics a month get a confirmation, and an update when anything changes.

  2. 02

    Each email lists every product with the doses requested and approved, its status and any cancellation reason.

  3. 03

    The jobs work through orders 25 at a time and mark each one as sent, so no clinic gets the same email twice.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Clinic staffPlace special ordersOrder teamApproves or cancelsOrder recordsLines, doses, statusMorning schedule5:00 and 5:10 dailyEmail jobsQueued, 25 orders eachEmail templatesVisualforce, per productClinic inboxReceived or updatedPlaces orderApproves, cancelsRead, marksentStartsRenderOne email perorderClinic staffPlace specialordersOrder teamApproves or cancelsOrder recordsLines, doses,statusMorningscheduleEmail jobsQueued, 25 orderseachEmail templatesVisualforce, perproductClinic inboxReceived or updatedPlaces orderRead, mark sentOne email perorder

More of my work

See all
05 · NonprofitEvent operations, from request to closed booksOne event request becomes an ERP project, warehouse moves, on-site scanning and a clean closeout.Salesforce NetSuite Boomi
06 · Retail techConsolidated invoicingHundreds of store invoices rolled into one bill per customer, reviewed and sent on schedule.NetSuite SuiteScript Map/Reduce
07 · Retail techOne portal for buying and serviceOne place for retail customers to buy hardware, request service and follow rollouts.Product design Azure PostgreSQL

Contact

Need something like this built?

I take on full-time roles and focused projects. Email is the fastest way to reach me.

Email meLinkedIn