Patient and member 360
Contacts, care team, conditions and interactions in one record, with access limited by role.
🩺 Salesforce Health Cloud
Coordinated care, without the chasing
Care teams spend a surprising amount of time chasing referrals, forms and follow-ups. Health Cloud gives everyone one patient or member view with care plans and tasks. We set it up with privacy in mind from the first day.
Salesforce
Health Cloud
A good fit for
- Clinics and care providers
- Health and wellness companies
- Medical device and life sciences teams
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Health Cloud
Care plans
Care plan templates with goals, problems and tasks assigned to the care team.
Referrals and intake
Online intake and referral forms that create records and tasks automatically.
Reminders and follow-ups
Appointment and follow-up reminders by SMS or email.
Privacy and access
Field-level security, audit trails and encryption options. Your compliance team owns the policies; we configure them.
EHR and system integration
Data exchange with practice management or EHR systems through their APIs.
🗺️ How we work
Plan, build, then stay with you
Every Health Cloud project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Health Cloud connected to the rest of your tools
- EHR and practice systems
- Twilio SMS
- DocuSign
- Experience Cloud
- Marketing Cloud
- Payment gateways
🧭 Related
You may also need
💬 FAQ
Health Cloud questions, answered
Something else on your mind? Ask us on a free call.
Salesforce offers a business associate agreement for eligible services. Compliance also depends on how the org is configured and used, which we set up with your compliance lead.
Yes. We build secure portals for forms, appointments and messages on Experience Cloud.
Smaller providers sometimes manage well on Service Cloud. Health Cloud adds care plans and a health data model. We compare both against your needs.
Where the EHR offers an API or standard such as FHIR, yes. We review the options with your vendor first.