Health Cloud is Salesforce built for healthcare. We implement it for providers: patient records, referrals and intake, care plans and care teams, and your EMR connected, with a BAA signed before we touch patient data.
900+ integrations completed · Salesforce partner · We sign BAAs
How a patient moves
Calls, forms and referral partners create the patient record
Assessments, insurance details and documents on the record
Care plans, care teams and the EMR kept in step
Follow-up, alumni outreach and reporting on outcomes your team tracks
Health Cloud adds healthcare objects and tools to Salesforce: patient records, a timeline of interactions, care plans, care teams, care programs, assessments, and referral and intake management. It runs in the same org as the rest of Salesforce, so admissions, marketing and care coordination share one patient record.
Discovery starts with your patient journey: how referrals and inquiries come in, what intake collects, who is on the care team, and what lives in the EMR versus Salesforce. We write down the minimum patient data each team needs, and who can see what.
The build happens in a sandbox: the Health Cloud data model, record types, intake flows, assessments, care plan templates, the patient timeline, profiles and permission sets. Then we connect the EMR. We build EMR connections like Kipu and Sunwave, so admissions work happens in Salesforce and clinical work stays in the EMR, kept in step.
We sign BAAs for healthcare work, and we help you check that your Salesforce contract covers the products that hold patient data. Insurance results come over as approved, not approved or pending, and only outcomes go back to ad platforms, not clinical details.
What's included
Person accounts and the Health Cloud data model set up for your patients, families and contacts.
Referrals and inquiries from calls, forms and referral partners on the patient record, with intake steps in flows.
Intake and screening assessments built in Salesforce, with answers on the record.
Care plan templates, goals and tasks, and the care team for each patient.
Calls, messages, appointments and care events on one timeline.
Your EMR connected, including Kipu and Sunwave, so records stay in step.
Call tracking with recordings and AI summaries, and texting through our Send SMS widget, on the patient record.
Profiles, permission sets and MFA so each team sees only the patient data it needs.
Patient and referral history moved in from your old system, mapped and checked.
Admissions and care teams trained on your SOPs, and support after go-live.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk through your patient journey and your EMR, and show you how Health Cloud would fit.
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How it works
Your patient journey, your EMR and what each team needs to see.
A BAA signed, and a project quote priced by project, not by the hour.
Health Cloud, intake and the EMR connection built and tested with test data.
Deployed to production, teams trained, and support after launch.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Salesforce built for healthcare: patient records, care plans, care teams, care programs, assessments, a patient timeline and referral and intake management, on the Salesforce platform.
It depends on how much care coordination happens in Salesforce. Admissions and referral tracking can run on Sales Cloud. Care plans, care teams and the patient timeline are where Health Cloud fits. We tell you which fits on the free call.
Yes. We build EMR integrations, including Kipu and Sunwave, so admissions work in Salesforce and clinical work in the EMR stay in step.
Yes. We sign BAAs for healthcare work.
HIPAA compliance depends on your contract and setup. Salesforce offers a BAA for covered products. We help you check that your contract covers the products that hold patient data, and we set access so each team sees only what it needs.
Yes. We work out which edition and add-ons your team needs, and we work with Salesforce reps directly to get you the best price we can.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
