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Salesforce Health Cloud consulting services
Our Salesforce Health Cloud consulting services
Implementation consulting
We help healthcare companies devise a tailored strategy for implementing a Salesforce Health Cloud solution that is aligned with their healthcare workflows and complies with relevant regulatory and data security requirements. We also provide expert guidance throughout the full Salesforce Health Cloud implementation process, from product discovery to post-launch user training and support.
- Business needs identification
- Elicitation of the solution’s functional and non-functional requirements
- Architecture design and tech stack selection
- Project objectives, timeline, and budget planning
- Implementation oversight
- User adoption support
Integration consultancy
Our Salesforce consultants facilitate Salesforce Health Cloud integration with other clinical and non-clinical systems, including electronic health records (EHRs), electronic medical records (EMRs), as well as lab, billing, and pharmacy management solutions. This way, we help healthcare organizations ensure the seamless cross-system flow of healthcare data and create a comprehensive patient view to deliver personalized care.
- Technical ecosystem audit
- Clinical workflows and data analysis
- Clinical and non-clinical data mapping
- Custom APIs design, as well as middleware and iPaaS solution implementation consultancy
- Data pipelines monitoring and troubleshooting support
Optimization advisory
We ensure the Salesforce Health Cloud solution’s security, efficiency, stability, and alignment with the evolving needs of healthcare organizations, providing Salesforce Health Cloud optimization advisory.
- Salesforce architecture evaluation
- Performance gaps and security vulnerabilities identification
- User feedback collection and analysis
- Solution optimization roadmap development
- Change management support
- Regulatory compliance advisory
Salesforce Health Cloud capabilities we help you leverage
We help organizations across the healthcare industry unlock the full potential of Salesforce Health Cloud-based CRM solutions.
Medical data consolidation
Unify patient information, including their demographics, medical and claims histories, medication prescriptions, social determinants of health, and health metrics from medical devices, in a central dashboard. Create a complete 360-degree view of each patient to quickly identify care gaps, reduce medication-related errors, and personalize outreach messages.
Appointment & patient care management
Streamline appointment scheduling, document processing and routing, patient consent capture, and care program tracking to improve administrative and care teams’ operational efficiency and reduce no-shows. Develop custom care plans, enable remote patient monitoring, and manage and optimize medication regimens for better patient outcomes.
Care coordination
Streamline referral management by tracking patient transitions across providers and care teams, track patients’ enrollment into care programs, support prior authorization and benefits verification workflows, and enhance coordination between facilities and counselors during critical care situations and public health events.
Provider network & relationship management
Consolidate data on your provider network, including their facilities, licenses, education, work history, references, and professional liability coverage. Streamline the recruitment, onboarding, and management of partners and contractors, as well as quickly find suitable healthcare providers and candidates for clinical trials and research.
AI-based automation & analytics
Accelerate labor-intensive admin tasks with AI-powered extraction and entry of medical data, such as patient health details or disease definitions, patient information summarization, assessment suggestions, assessment questions generation, and referrals prioritization. Enable AI-powered analytics with advanced analytics extensions for Health Cloud to predict the likelihood of health issues, identify high-risk patients, and determine the best-suited care professionals that match patient needs.
Regulatory compliance & data security
Ensure compliance with HIPAA, HITRUST, FedRAMP, and GDPR, as well as strong data security, with in-built functionality like consent management, audit trails, role-based access controls, and end-to-end data encryption. Enable enhanced data protection with Salesforce Shield and Government Cloud integration to safeguard sensitive information and comply with stringent regulations.
Looking for reliable Salesforce Health Cloud consultants?
20%
improved care coordination efficiency
Salesforce Health Cloud implementation for a multi-location healthcare provider
We helped a healthcare provider operating across multiple locations implement Salesforce Health Cloud as a centralized CRM solution and connect it with different EHR systems, databases, and laboratory information management software. The solution helped unify patient data, reducing the administrative workload by 35%, as well as increase patient engagement across digital channels by facilitating omnichannel, personalized communication with patients.
Salesforce implementation for a California-based healthcare provider
For a large healthcare organization, we deployed a Salesforce Health Cloud platform and a Salesforce Experience Cloud-based patient portal for self-service appointment management and secure provider communication, ensuring solutions’ compliance with HIPAA requirements. Throughout the project, our experts connected Salesforce Health Cloud with EHR and billing systems and delivered AI components on top of the CRM. As a result of our collaboration, we helped the client reduce manual work, increase patient engagement, and improve patient care, operational efficiency, and care coordination.
Salesforce Health Cloud integration with EHR software
We integrated the client’s Salesforce Health Cloud solution with Epic, enabling secure, two-way data exchange between the systems. The integration helped the healthcare provider facilitate real-time, bidirectional data synchronization between the applications, improve patient information accuracy, and streamline clinical workflows.
Salesforce pilot project for an advanced therapy provider
To validate a new therapy management process, our team created a Salesforce-based pilot for an advanced therapy provider. We verified the viability of the solution, laying the groundwork for a full-scale, production-ready platform, and outlined an action plan for the client’s digital transformation of therapy management operations.
Why choose Itransition as your Salesforce Health Cloud consulting partner
Certified Salesforce experts
Our team includes Salesforce developers, consultants, architects, and admins with over 120 Salesforce certifications, delivering secure and scalable Salesforce-based solutions and completing diverse tasks, from data migration to solution customization and user training.
Established Salesforce & Healthcare Centers of Excellence
We have Salesforce and Healthcare competency centers where we accumulate our relevant expertise, explore and pilot new technologies, and develop reusable components that we leverage in real-life projects. Additionally, we continuously invest in Salesforce expert training and certification to maintain high service quality.
Vast Salesforce expertise
Having 10+ years of experience in Salesforce consulting and implementation across healthcare and other industries, we’ve built a comprehensive understanding of patient journeys, clinical processes, providers’ pain points, and compliance requirements. Drawing on this knowledge, we use accumulated best practices to maximize solution adoption and ROI.
Flexible collaboration options
We support multiple engagement models to meet your project requirements, handling the project end-to-end, creating a dedicated team, and outstaffing as many experts with the required skillsets as you need. Apart from that, we offer fixed-price contracts for projects with well-defined scopes, as well as time and material pricing that allows for higher flexibility.
Enhance care coordination and operational efficiency with a Salesforce Health Cloud-based solution
Health Cloud implementation challenges & how we solve them
Challenges | How we help |
|---|---|
Fragmented patient data
Creating a unified patient view in Salesforce Health Cloud can be difficult when information is fragmented
in multiple healthcare systems
| To create a single, clean patient profile, we establish a solid data architecture, starting with a comprehensive data audit and pre-processing. We perform data mapping, define how patient records should be standardized, synchronized, and governed, and integrate EHR software, billing systems, patient portals, and external applications with Salesforce Health Cloud through APIs and middleware platforms such as MuleSoft and Azure to ensure cross-system interoperability. |
Low user adoption
Being used to previous processes and tools, employees can resist the new Salesforce Health Cloud system due
to their unfamiliarity with the software and potential difficulty of adapting to changed workflows.
| We engage non-IT stakeholders, such as doctors, nurses, and care managers, into product discovery and conceptualization to understand their needs and pain points and incorporate their feedback when designing the solution’s layout and process logic. To maximize the solution’s adoption, we provide role-based user training pre- and post-deployment to help healthcare specialists leverage the platform’s full potential. Additionally, we offer ongoing support to employees, answering their questions and resolving issues they encounter when Salesforce Health Cloud is operational. |
Workflow misalignment
Opting for default Health Cloud configurations that don’t match clinicians’, care coordinators’, and
administrative staff’s real-life work can lead to process misalignment and operational inefficiencies.
| We conduct a thorough evaluation of existing clinical workflows and gap analysis to define the features and customizations required to meet end-users’ needs. Based on research results, we map the processes to system capabilities, design a tailored Health Cloud solution architecture, and help our clients align Salesforce Health Cloud capabilities with the organization’s operations, implementing the solution in line with the current workflows, configuring role-specific interfaces, creating custom logic, and integrating Salesforce Health Cloud with the required systems. |
FAQs
Salesforce Health Cloud is a cloud-based solution aimed at healthcare teams, payers, as well as public health and life sciences organizations looking to streamline their health data management, improve healthcare workflows coordination, and support decision-making. It provides a full range of capabilities to help healthcare organizations improve their operational efficiency and provide personalized, patient-centric care, which leads to higher patient satisfaction and better health outcomes.
Unlike traditional CRM systems, healthcare CRM needs to support care delivery processes, integrate with clinical and non-clinical systems, and comply with strict data privacy regulations. To meet these requirements, professional assistance from Health Cloud implementation partners is essential.
Salesforce Health Cloud consultants provide not only expertise in the Salesforce ecosystem, but also an understanding of patient journeys and healthcare provider operations and knowledge of interoperability industry standards, such as FHIR and HL7. An experienced consulting partner helps healthcare organizations maintain compliance with HIPAA and local regulations by designing secure solution architectures, defining the required data security measures, and helping establish data governance practices. They also proactively mitigate project risks and accelerate project delivery by using proven development methodologies and best practices. Additionally, the right Salesforce consulting partner helps ensure the system’s scalability and long-term success by designing scalable architectures and providing continuous optimization support.
Apart from Health Cloud consulting, we offer Salesforce Health Cloud implementation services. To facilitate smooth digital transformation across the healthcare organization, our Salesforce Health Cloud experts carry out necessary configurations, customizations, data integrations, and post-launch maintenance activities upon request. Moreover, we provide dedicated Salesforce development services, building custom Salesforce apps and AgentExchange (formerly AppExchange) solutions, and offer expert Health Cloud support.
We connect Salesforce Health Cloud solutions with other Salesforce products, including Marketing Cloud, Sales Cloud, and Service Cloud, as well as healthcare systems like telehealth solutions, EHR, billing, and lab platforms.
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