Case Study: Anchor Health Doubles Intake Productivity on Pulse

Anchor Health unified recruiting, intake, and compliance on Pulse Platform. The result: intake reps process twice the caseload, the organization saves more than $50,000 a year in licensing costs from retired legacy systems, and leadership finally has a true 360 degree view of every patient and caregiver.

About Anchor Health

Anchor Health is a home health provider serving New York, Pennsylvania, and Michigan. The organization delivers a broad range of in-home medical and personal support, including nursing, personal care, physical, occupational, and speech therapy, and pediatric services. Growth was the challenge, and their operational systems were becoming the ceiling.

Why now

David Greenstein, Anchor Health’s CTO, had used Pulse at another home health company and seen what it could do. When Anchor’s growth outpaced its existing combination of SmartSheets, Excel, and fragmented legacy tools, David spearheaded the move to Salesforce with Pulse layered on top. A looming regulatory change threatening a key revenue stream made the timing non-negotiable.

The challenge

Anchor Health’s growth had created bottlenecks across departments. Onboarding new employees was a struggle. Critical workflows were fragmented across spreadsheets and outdated systems. Their ability to deliver premium care, a cornerstone of their success, was at risk due to system limitations.

The solution

Madison Ave’s white-glove implementation team deployed Pulse Platform across intake, recruiting, onboarding, and case management in six months, spanning multiple states. The work included sophisticated data migrations from legacy systems, ensuring continuity and data integrity. Leveraging AI capabilities and the Salesforce Lightning Platform, the team transformed Anchor Health’s operations from fragmented spreadsheets into a unified, compliant, and scalable platform.

The results

• $50,000+ saved annually in licensing costs from retired, inefficient legacy systems
• 2x increase in team productivity, enabling higher caseload processing across departments
• 2x caseload processing for each intake rep
• True patient and caregiver 360 degree view, a capability most industry solutions do not offer
• Deep EMR integration ensuring consistent data flow and optimized care delivery

“The value is clear and resonates deeply across our entire organization. Pulse Platform enables us to stay on the forefront of the industry.”

David Greenstein, CTO, Anchor Health

“This is the most advanced system we’ve encountered, and working with the Pulse team was phenomenal. They’ve showcased capabilities that simply don’t exist in other solutions.”

IT Director, Anchor Health

Why it worked

Anchor Health’s culture is energetic, collaborative, and refreshingly light-hearted, and the rollout reflected it: open communication, constant idea-sharing, and strong trust between the Anchor and Madison Ave teams. Pulse gave that team one system of record for home care operations, from the first referral to the caregiver in the home, on a platform they can extend as they grow. Pulse is available on the Salesforce AppExchange.