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Salesforce Health Cloud implementation services

Our end-to-end Salesforce Health Cloud services

Our end-to-end Salesforce Health Cloud services

We help shape and implement an effective Salesforce Health Cloud strategy in line with your unique clinical needs and business goals. Our Salesforce consultants audit existing workflows, map them to platform capabilities, and create a structured project plan with timelines, milestones, and deliverables, providing advisory support throughout the Salesforce journey.

Implementation

Our team delivers a Salesforce Health Cloud-based solution tailored to your specific needs and workflows. We perform all the necessary configurations, integrate the platform with other healthcare apps, migrate data, and conduct user training to ensure smooth solution adoption and maximized business value.

Customization

Our Salesforce Health Cloud specialists provide a wide scope of customization services to help you expand the out-of-the-box Salesforce Health Cloud capabilities. From modifying console components and views to creating custom objects, workflows, integration solutions, and functional extensions, we help you improve the solution’s user experience and make sure it operates in accordance with your business goals and needs.

Integration

We integrate the Salesforce Health Cloud solution with other Salesforce products, including Sales Cloud, Marketing Cloud, Service Cloud, Tableau, and Slack, as well as third-party healthcare systems and medical devices. We leverage APIs, the MuleSoft integration platform, and other integration solutions, enabling a 360-degree view of patients, the insured, and partners and facilitating seamless collaboration between healthcare providers, patients, and payers.

Support & optimization

To keep your Salesforce Health Cloud solution operating efficiently, securely, and in full compliance with evolving regulations, we provide ongoing system monitoring, troubleshooting, and user support. Our Salesforce experts incorporate new Health Cloud features, test and deliver software updates, and adjust existing workflows to improve performance and align with evolving business needs.

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Types of organizations we serve

Healthcare providers

We help care teams create comprehensive patient profiles, streamline care management and coordination, and better plan patient care and communication, enabling the following capabilities:

  • Behavioral health app for tracking patients’ behavioral or mental healthcare journeys
  • Care gap identification and risk stratification for value-based care
  • Self-service capabilities for patients
  • Patient 360 view and Health Timeline
  • Referral management
  • Appointment management
  • Virtual care and remote patient monitoring
  • Provider network management
  • EHR/EMR integration with systems such as Epic, Cerner, or Meditech via MuleSoft
  • Agentforce-powered agents that perform referral triage, predict in- and outpatient surges, and facilitate bidirectional data exchange between Salesforce Health Cloud and EHRs
  • Data Cloud for clinical and non-clinical data consolidation, including current patient health conditions and medications, appointment history, communication preferences, social determinants of health, and environmental factors
  • Personalized care plans, care program management, medication management and reconciliation, and advanced therapy management

Payers

Our Salesforce Health Cloud experts help insurance companies automate request reviews and patient eligibility checks, as well as ensure accurate health plan pricing, with the help of:

  • Healthcare utilization management capabilities
  • Care and case management capabilities
  • Appeals and grievances management with SLA tracking
  • Prior authorization (Care Request) management
  • Customer service management capabilities
  • Unified health scoring to determine a patient’s health risk and predict their likelihood of having health issues in the near future
  • Financial assistance program tracking and management functionality
  • Integration of members’ insurance plan information, engagement and claims histories, and prior authorization requests submitted by providers powered by Data Cloud
  • AI agents that streamline caller validation and call wrap-up generation, check billing status, find in-network providers, answer benefits questions, and route the call to an appropriate specialist
  • Automated document processing, summarization, and routing
  • Benefits and identity verification support
  • Provider network management features

Public health organizations

Our Salesforce experts deliver scalable Salesforce Health Cloud solutions for public health organizations, helping them improve large-scale community care coordination, which is enabled by:

  • Crisis response coordination functionality
  • Population data centralization through a unified data layer
  • Disease trends monitoring and outbreaks identification capabilities
  • Vaccine management and vaccination outcomes monitoring features
  • Provider search functionality
  • Intelligent document automation
  • AI-powered agents that automate lab intake, deduplicate and classify cases, conduct root cause analysis, and generate a response plan

Life sciences companies

We enable the following life sciences-specific Salesforce Health Cloud capabilities to help organizations streamline candidate recruitment and enrollment for clinical trials or research studies, as well as identify suitable sites and investigators:

  • Participant management capabilities
  • Site management capabilities
  • Remote patient monitoring support
  • Care program management features
  • Provider network management capabilities
  • Provider search functionality
  • Unified data on social determinants of health
  • Intelligent document automation
  • AI-powered agents that analyze clinical trial data to streamline site selection, as well as handle administrative tasks like drafting emails and sending team alerts

Our customer success stories

Salesforce implementation for a large healthcare provider

Salesforce implementation for a large healthcare provider

Itransition implemented a Salesforce Health Cloud solution for a US-based healthcare provider, integrating it with electronic health record and billing systems and equipping it with AI-powered capabilities. Additionally, we delivered a Salesforce Experience Cloud-based patient portal for self-service appointment management and communication with providers. Configured in line with HIPAA requirements, the solutions allowed the client to reduce manual work and improve the care team’s efficiency, patient engagement, and care coordination.

Salesforce-based pilot for an advanced therapy provider

Salesforce-based pilot for an advanced therapy provider

Itransition’s team developed a Salesforce-based pilot solution for a cell and gene therapy provider to confirm that patient, manufacturing, and treatment data can flow seamlessly across all stakeholders. We validated the solution’s feasibility, showing its business value and providing a foundation for a full-scale, production-ready platform. Moreover, we defined clear next steps for digital transformation of the client’s therapy management operations.

Salesforce Health Cloud integration for a US-based healthcare provider

Salesforce Health Cloud integration for a US-based healthcare provider

Itransition’s Salesforce experts integrated the client’s Salesforce Health Cloud solution with their Epic EHR system to enable secure, bidirectional data exchange between the applications. As a result, we enabled real-time synchronization between the EHR and Salesforce systems, which helped the client ensure patient data accuracy and streamline clinical workflows.

Our Salesforce Health Cloud implementation roadmap

1

Discovery

  • Business needs and goals analysis
  • Current workflows, data quality, and technical ecosystem assessment
  • Salesforce Health Cloud use case definition
  • Eliciting the solution’s functional and non-functional requirements
  • Developing a CRM platform implementation strategy

2

Data model & solution architecture design

  • Extending and tailoring Health Cloud’s standard data model to the client’s workflows
  • Outlining all necessary platform configurations, customizations, and data integrations
  • Defining the Care Team structure and data security policies, including outlining user roles, access rules, and consent management workflows
  • UX/UI prototyping in case of custom interface and portal development
  • Establishing project scope, budget, schedule, and team responsibilities

3

Solution configuration & integration

  • Configuring Health Cloud features
  • Building custom components
  • Setting up access levels and permissions
  • Integrating the solution with EHR software and other systems
  • Performing data migration, if required

4

Testing & training

  • Functional, compatibility, performance, and user acceptance testing
  • Developing role-based training materials and programs
  • Deploying the solution to the production environment
  • Conducting end-user onboarding sessions
  • Preparing detailed documentation on the system’s capabilities

5

Post-launch support

  • Monitoring system performance post-launch
  • Resolving issues that arise after solution implementation
  • Collecting user feedback and providing user support
  • Integrating new systems and enabling additional capabilities on demand

Implement a Salesforce Health Cloud-based solution with expert help

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Why choose Itransition for Salesforce Health Cloud implementation

Recognized Salesforce proficiency

Being a certified Salesforce Crest Partner, Itransition possesses profound knowledge of the Salesforce platform. With more than 120 Salesforce certifications, Itransition’s Salesforce architects, developers, and consultants solve complex business problems, such as integrating the solution with legacy systems or ensuring HIPAA compliance, and help companies leverage the full potential of Salesforce solutions.

Prioritizing continuous innovation

Itransition has established dedicated Salesforce and Healthcare Centers of Excellence where our specialists continuously develop relevant expertise and share the accumulated knowledge, which helps us deliver high-quality Salesforce-based solutions for clients from the healthcare industry. Itransition focuses on investigating the latest Salesforce products, healthcare technologies, and industry-specific standards, staying current with applicable regulations, and training and supporting specialists in obtaining Salesforce certifications.

Solid expertise in the healthcare industry

Delivering Salesforce healthcare solutions for over 10 years, Itransition’s specialists have developed a deep understanding of healthcare workflows, industry requirements like HIPAA and HITECH, as well as interoperability standards, such as FHIR or DICOM. Thanks to this, we accurately interpret clients’ requirements and transform them into working solutions, maximizing their ROI and accelerating system adoption.

Established practices for reliable project delivery

Itransition’s team adheres to mature software engineering practices, including CI/CD and continuous code review and QA, in Salesforce projects to ensure higher code quality, minimize development risks, and enhance software reliability and maintainability. By following Salesforce deployment best practices and proven approaches to project delivery and management, we ensure smooth Health Cloud implementation, reduce technical debt, and accelerate solution time-to-market.

FAQs

Salesforce Health Cloud provides robust features, including encryption for data at rest and in transit, granular access controls, consent management, and audit trails, to protect member and patient information and ensure compliance with regulatory requirements. However, Salesforce Health Cloud should be properly configured to deliver these capabilities. We help healthcare organizations establish the right settings and controls to ensure the platform operates securely and in line with regulatory requirements.

Salesforce Health Cloud provides functionality for unified patient data management, as well as care program, prior authorization, and case management, allowing healthcare organizations to derive the following benefits from the platform:

  • Better operational efficiency
    Salesforce Health Cloud improves operational efficiency by streamlining time-consuming, monotonous tasks, such as data summarization, document processing, and appointment scheduling, reducing manual work and errors.
  • Streamlined care coordination
    By providing comprehensive care plans, details about team members delivering care to the patient, and referral management capabilities, Salesforce Health Cloud helps organize care activities across multiple providers and facilities.
  • Data-driven decision-making
    The platform improves clinical decision-making by enabling access to detailed patient records, including medical histories, treatment plans, and social determinants of health.
  • Improved patient relationships
    Salesforce Health Cloud allows clinical staff to focus on direct interaction with patients and proactively engage with them across multiple channels, like email and SMS, to foster patient trust and better relationships.
  • Patient-centric care delivery
    By unifying patient data, the platform helps personalize patient messaging and develop tailored care plans, supporting patient-centric care delivery.
  • Enhanced patient satisfaction and engagement
    Salesforce Health Cloud helps improve patient experience thanks to personalized, coordinated care and self-service capabilities, enabling patients to find healthcare providers, check health plan benefits, and access their health history more easily.

The right partner that understands Salesforce technology and healthcare operations significantly improves implementation effectiveness. Specifically, Salesforce Health Cloud service providers accelerate software time-to-market, help clients optimize project costs, prevent project risks, and improve system adoption, increasing solution ROI.

Here are the main tips for selecting the right Salesforce Health Cloud partner:

  • Check the provider’s healthcare sector expertise to make sure they understand typical clinical workflows, regulatory frameworks, and interoperability standards and can build solutions that align with industry‑specific needs
  • Review their case studies and client testimonials that come from companies of a similar size to your business and operating in the same industry
  • Ask if the company provides the required services, such as system configuration, integration, user training, or managed services
  • Choose a partner who can facilitate user adoption to ensure your specialists confidently use the system on an everyday basis
  • Make sure the partner knows and follows HIPAA requirements and best practices for patient data protection

The problems that healthcare providers often encounter when implementing Salesforce Health Cloud include integration complexity, fragmented data, low user adoption, non-compliance risks, and the challenge of aligning standard CRM workflows with the processes specific to a particular clinic. Bringing vast expertise in app integration, data quality management, change management, compliance assurance, and software customization, we help businesses proactively mitigate these challenges, ensuring the solution’s long-term success.

To ensure project success, a company implementing a Salesforce Health Cloud solution should follow several best practices:

  • Prioritizing Health Cloud’s standard objects and features for solution cost-effectiveness and long-term maintainability
  • Involving system end-users to discuss their pain points, expectations, and typical CRM workflows when planning Health Cloud implementation
  • Adopting data governance policies and tools for data deduplication and validation, as well as establishing a data governance committee or appointing data stewards to review data quality
  • Planning integrations early in the project and creating a fallback plan if the integration fails