Salesforce Health Cloud is a HIPAA-compliant healthcare CRM platform for patient data, care coordination, and patient engagement through omnichannel support.

SOC 2 Type 2

Ambulatory Practice

HIPAA

Hospital / Health System

Life Sciences

5001-10000

Health Plan

Digital Health Provider

Salesforce (Health Cloud)

1-100

101-500

Primary Care Clinic

Virtual-First Provider

Care Navigation

Provider / Payer

Behavioral Health

Primary Care

Women's Health

The payer and the CRM platform are partnering on a solution that promises to give patients prior auth responses within the course of their appointment.

Blue Shield of California

Salesforce

User

- *Product Usage:* The primary use case is tracking sales information, logging calls, meetings, and prospecting activities; Salesforce is also used for dashboarding and reporting, partnership management, admissions and intake process, verification of benefits, and post-treatment care.
- *Strengths:* Salesforce's strengths lie in its flexibility to handle various types of data and workflows, the ability to automate reporting, sending notifications and emails based on triggers, and its ability to integrate with numerous systems.
- *Weaknesses:* The product's weaknesses include limitations in visualization, dashboarding, and complex reporting, and a dated user interface; furthermore, too much flexibility can lead to a bloat with features and functionalities. 
- *Overall Judgment:* Despite some drawbacks, Salesforce is a valuable tool for managing a wide range of processes within the company, from sales tracking to patient admissions and intake, making it a favorable choice.

Pear Suite

Welkin Health

Purchasing Team

Implementation Team

Product Oversight

- *Product Usage:* Salesforce Health Cloud is used to provide a care management platform intended to support various user types (network development, health coach, account executive), integrate workflows and enable shared data models.
- *Strengths:* The platform's primary strengths are its high customization potential and extended application ecosystem, allowing users to build around or expand upon standard Salesforce objects.
- *Weaknesses:* There's a risk of building oneself into a corner through over-customization, and there's a challenge of potentially running out of custom objects, space, or hitting API limits if one hasn't had prior experience with Salesforce.f.
- *Overall Judgment:* The decision to use Salesforce Health Cloud is deemed to be correct; its flexibility has allowed the client to build a robust care management and sales management platform.

Salesforce (Health Cloud)

Customers