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Healthcare & Life Sciences

Salesforce for Healthcare: Patient-First, HIPAA-Aware, Built to Scale

Health Cloud, Service Cloud, and Experience Cloud built around the real patient journey, with sensitive-data governance designed in from the first sprint, not bolted on afterward.

Health Cloud
Certified
HIPAA-Aware
Builds
Since 2021
Helping Salesforce Customers
Sound Familiar?

Challenges We Solve in Healthcare

The patient journey is fragmented across disconnected care systems.

We bring the journey onto Health Cloud with a data model built for care coordination, so every team works from the same record instead of a fragment.

No unified view of patient interactions across teams and departments.

We consolidate interactions into one governed profile, so clinical and administrative teams see the same history, with HIPAA-aware handling throughout.

Salesforce was implemented without proper sensitive-data configuration.

We put in the sharing, field-level security, and consent handling sensitive data requires, reviewed by a certified engineer, rather than bolted on afterward.

AI Enablement Case Study

Patient Triage with Agentforce

A care team spending hours a day on manual case triage, outreach, and follow-up needed to reclaim clinical time without losing oversight. We deployed a custom Agentforce build with Einstein case scoring and AI care briefs, every output reviewed before it reached a record.

4+ hrs
daily triage automated
100%
outputs reviewed
1
unified patient view
0
oversight lost
How We Work

Our Approach

1
Discovery & Assessment
We map your care model, consent requirements, and current data governance gaps before scoping a single sprint.
2
Solution Design
A clear plan reviewed and signed off with you before development begins.
3
Agile Delivery
Two-week sprints with live demos and direct access to your delivery team.
4
Go-Live & Hypercare
30 days of active support after launch. We don’t disappear after deployment.
FAQ

Common Questions

What is the difference between Health Cloud and standard Service Cloud?

Health Cloud extends Service Cloud with data models purpose-built for care, care plans, care team relationships, and clinical timelines, plus tighter default sharing controls for sensitive data. If your organisation manages ongoing patient or member relationships rather than simple case tickets, Health Cloud’s additional licensing cost is usually justified. We assess this against your actual care model during discovery.

How do you handle HIPAA compliance considerations in Salesforce?

Salesforce provides the underlying controls, encryption, field-level security, audit trails, but HIPAA compliance is a configuration and process discipline on top of the platform. We design your object model, sharing rules, and data retention policies around your specific PHI handling requirements, and document every decision for your compliance and legal teams.

Can Salesforce integrate with our EHR or EMR system?

Yes. We’ve built integrations with major EHR/EMR platforms using standard APIs and, where relevant, HL7/FHIR-based data exchange, so patient and encounter data flows into Salesforce without manual re-entry or duplicate records.

How do you build a patient portal on Experience Cloud?

We configure Experience Cloud with the same sensitive-data governance as the core org, role-based visibility, secure authentication, and a consent-aware data model, so patients get self-service access to appointments, records, and communication without exposing more than they should see.

Last reviewed: July 2026

Tell Us About Your Healthcare & Life Sciences Salesforce Challenge

Free 30-minute review with a certified Salesforce consultant. Typical response within 1 business day.

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