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Meet Patient Services Programs

Learning Objectives

After completing this unit, you’ll be able to:

  • Discuss what patient services programs are and why they’re important.
  • Summarize the challenges of delivering effective patient support.
  • Describe the key features and benefits of Patient Services Programs for Life Sciences Cloud.

Before You Start

Before you start this module, make sure you complete the following content. The work you do here builds on the concepts and work you do in that content.

Bridge Gaps in Care and Engagement

Today’s patients expect more than just prescriptions. They expect clarity, support, and personalized services that match the complexity of their health journeys. But in practice, navigating treatment can feel overwhelming. Patients often find themselves caught between insurance providers, pharmaceutical companies, and healthcare systems, trying to make sense of confusing processes and unfamiliar requirements.

Patient reviewing a complex web of information, visibly overwhelmed, highlighting the need for simplified, effective support.

This is especially true for people managing serious or chronic conditions. Treatments for rare diseases, genetic disorders, or advanced cancers—known as specialty treatments—often involve high costs, complex medication regimens, and specialized care teams. Coordinating these therapies means aligning multiple stakeholders, each with different systems, timelines, and requirements.

Pharmaceutical companies have traditionally remained behind the scenes, relying on third parties and manual processes to support patients. This has left patients lost and frustrated as they try to join, access, and maintain their treatment.

  • Joining programs can take a long time.
  • Getting access to medication and dealing with insurance and financial aid can be a confusing mess.
  • Staying on track with treatment can be hard, since it’s easy to miss doses or stop altogether without the right support.

These challenges with enrollment, access, and adherence can delay care, increase costs, and harm patient outcomes.

Patient Services Program (PSP) for Life Sciences Cloud gives you tools that simplify care coordination, improve patient engagement, and deliver better health outcomes.

Meet Patient Services Program

PSP transforms how pharmaceutical companies support patients throughout their treatment journeys. With tools that automate workflows, provide data-driven insights, and deliver personalized care, organizations can:

  • Simplify enrollment with streamlined program intake, benefits verification, and financial assistance processes.
  • Reinforce efficiencies by automating care pathways, reducing delays, and providing timely access to therapies.
  • Personalize support by engaging patients, caregivers, and healthcare professionals through intuitive portals and apps.
  • Track outcomes by monitoring patient progress and program performance in real time.

Here are some key features of PSP.

Feature

Description

Patient Enrollment

Simplifies program intake with flexible referral options, including electronic health records (EHRs) and portals.

Care Benefits Verification

Accelerates patient access to benefits with automated, real-time insurance checks and coverage updates.

Financial Assistance Management

Simplifies patient applications for financial support and provides personalized plans to reduce financial barriers.

Program Orchestration

Automates assignments and workflows, helping patient service representatives prioritize high-impact tasks.

Outcomes Management

Tracks patient-reported outcomes and program performance to identify areas for intervention.

Together, these features provide seamless coordination and personalized support, empowering patients to focus on their health while care teams handle the complexities behind the scenes.

Let’s take a moment to introduce the main roles involved in delivering that seamless support. These personas show up throughout the patient experience.

Persona

Role in the Patient Experience

Patient

The individual who receives therapy and support throughout their treatment journey

Patient services representative (PSR)

The primary point of contact who guides enrollment, verifying benefits and assisting with financial and logistical challenges

Care team member

Healthcare professionals or program staff who contribute medical or support services, such as nurses, pharmacists, and social workers

Program lead

The individual who oversees program performance, monitors outcomes, and provides strategy adjustments based on patient data and feedback

Prescriber

The healthcare provider who initiates treatment and can assist with documentation or eligibility verification

Each of these personas plays a key role in making patient services work, not in isolation, but as part of a connected system. Let’s take a closer look at how Life Sciences Cloud brings these roles together to deliver fully integrated patient support.

Integrated Patient Support in Life Sciences Cloud

PSP is a core application of Life Sciences Cloud, a unified platform for managing complex healthcare scenarios.

Life Sciences Cloud is built on the Salesforce Platform and Data Cloud, and includes Agentforce capabilities.

Life Sciences Cloud provides extensive patient support with unified communication channels, automated processes, special data frameworks, and agent-assisted capabilities.

  • Omnichannel engagement connects patients and care teams through portals, emails, SMS, and apps.
  • Intelligent automation streamlines processes like benefit verification and adherence tracking.
  • Industry-specific data models help you implement solutions faster and achieve compliance using prebuilt life-science frameworks.
  • Agentforce automates call scripts and summaries and to manage reverification, helping representatives deliver fast, accurate support.

PSP doesn’t operate in isolation—it’s part of a broader clinical and patient support ecosystem within Life Sciences Cloud that delivers a connected and comprehensive patient experience. Life sciences organizations can integrate PSP with advanced therapy management, clinical trials, and care management tools and workflows, ensuring patients receive tailored therapy with financial and logistical support.

Whether you’re managing large-scale programs like hub services, supporting rare disease therapies, or streamlining copay assistance, PSP is designed to improve every aspect of patient engagement. With PSP, pharma companies can give patients a smooth, personalized, and efficient experience all in one spot.

Follow the Patient Journey

To see how PSP works in practice, let’s look at Cumulus Pharma, a life sciences company known for its innovative, patient-centered support programs. It helps patients navigate complex treatment journeys with clarity and care.

One of those patients is Lisa Green. Recently diagnosed with diabetes, Lisa needs more than just medication—she needs coordinated support from enrollment through ongoing treatment adherence. Lisa enrolls in Cumulus Pharma’s Diabetes Management Program.

Cumulus has implemented an end-to-end PSP solution using Life Sciences Cloud. As a result, every step of Lisa’s journey is coordinated, automated, and centered around her unique needs. Her positive experience shows how PSP for Life Sciences Cloud brings patient services together in a connected, personalized way.

  • Seamless enrollment and onboarding: Lisa’s doctor refers her to the program, and she completes digital enrollment through her patient portal. With her benefits verified in real-time, Lisa can obtain her prescribed treatment right away.
  • Integrated benefits and financial assistance management: Intelligent workflows automate benefits verification, check copay assistance eligibility, and prioritize the most critical tasks for patient services reps, allowing them to focus on high-impact interventions.
  • Personalized, multichannel patient engagement: Lisa receives adherence reminders, educational content, and real-time support. Her Experience Cloud patient portal and Agentforce AI-powered messaging keep Lisa on track with her therapy.
  • End-to-end orchestration across the patient journey: PSP connects each step of Lisa’s experience, while Cumulus Pharma adapts to changes in insurance, financial assistance needs, and adherence trends. This means patients like Lisa get the right support at the right time.

With PSP for Life Sciences Cloud, Lisa receives timely, coordinated care without the burden of navigating disconnected processes. Her care team monitors her progress, proactively addresses challenges, and makes sure she stays on therapy with minimal friction.

In the next unit, you explore how Cumulus Pharma simplifies patient enrollment, making it easy for patients like Lisa to access the support they need—without the complexity.

Resources

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