Einstein Copilot: Health Actions is coming, the trusted healthcare AI assistant.

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Put patient relationships first on the #1 AI CRM.

Consolidate clinical and non-clinical data and streamline care processes to lower costs, boost productivity, and deliver faster care. Use data-driven insights to deliver personalized patient interactions on their preferred channels and provide on-demand services, on a purpose-built healthcare CRM.

Trailblazing providers improve healthcare with Salesforce.

Deliver more efficient care and improve outcomes for your patients.

Scale patient access and referral services.

Improve experiences while fostering personalized service, streamlining triage, and connecting patients and care teams through the channels they want to use.

Connect the care experience on one platform for a comprehensive view of patients, inform expert responses, and tailor interventions.

Response to query about scheduling an appointment.

Ensure quick patient care with tools that confirm benefits, schedule care, and complete activities.

Tabs for assessments and care plans.

Increase productivity and streamline care coordination by giving staff actionable insights with real-time analytics.

Visual representation of unified health risk score.
Response to query about scheduling an appointment.
Tabs for assessments and care plans.
Visual representation of unified health risk score.

Personalize patient outreach.

Nurture patient bases and enhance brand reputation by engaging the target audience through multichannel, data-driven campaigns and journeys.

Collect and unify cross-channel, first-party, and other consumer data to acquire and serve more patients.

A dashboard for epic EMR feed procedure payload.

Deliver omni-channel campaigns targeting B2B and B2C audiences to accelerate acquisition.

A dashboard for patient services education journey.

Use segmented data to personalize patient journeys on their preferred channels, boost engagement, and measure marketing effectiveness.

An executive dashboard for patient management.
A dashboard for epic EMR feed procedure payload.
A dashboard for patient services education journey.
An executive dashboard for patient management.

Coordinate holistic care.

Empower patients and care coordinators to achieve better outcomes, faster.

Identify gaps in care and adherence, and prioritize them for intervention. Engage patients in their preferred manner.

A checklist for diabetes knowledge of condition and treatment plan.

Collaboratively generate tailored, evidence-based care plans to improve outcomes.

A dashboard for care plan wizard.

Quickly respond to changes in a patient’s health status and orchestrate the necessary medical or community referrals.

A tasklist under the care barrier - lack of access to transportation.
A checklist for diabetes knowledge of condition and treatment plan.
A dashboard for care plan wizard.
A tasklist under the care barrier - lack of access to transportation.

Deliver health at home.

Deliver post-acute care in the home with robust tools and experiences for schedulers, care professionals, and patients.

Submit health concerns asynchronously, determine eligibility, and book in-home or virtual appointments while taking into account preferences with an intelligent scheduling engine.

A pop-up screen to schedule a home healthcare visit.

Optimize residential visit routing, document and verify in-home visits, and schedule recurring appointments.

A tab for electronic visit verification.

Conduct telehealth visits, submit intakes, and complete assessments virtually. Collaborate on care plans and remotely monitor patients.

Scheduler dashboard of care professionals.
A pop-up screen to schedule a home healthcare visit.
A tab for electronic visit verification.
Scheduler dashboard of care professionals.

Strengthen provider relationships and networks.

Build clinically integrated provider networks, while personalizing experiences for enrollees at scale.

Understand the current state of your network and fill gaps through targeted engagement.

An overview dashboard of PRNM.

Set providers up for success with simplified credentialing, contracting, and self-service training tools.

Pop-up of an email recruited to the doctor.

Gain a 360-degree view of your network. Unify provider details across multiple channels to track performance.

A monthly revenue dashboard.
An overview dashboard of PRNM.
Pop-up of an email recruited to the doctor.
A monthly revenue dashboard.

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Salesforce for Providers FAQ

Health Cloud is a healthcare CRM for hospitals, clinics, and providers that connects the care experience on one platform. It offers a comprehensive view of patients, informs expert responses, and tailors interventions by combining clinical and non-clinical data.

An integrated healthcare platform solves many issues by unifying data across various systems to provide a single view of an individual patient. This allows care teams to see health records, social determinants of health, and communication preferences in one place and easily coordinate care.

When choosing the right healthcare software, prioritize a future-proof platform that is trusted, scalable, and readily supports international expansion enabling future growth. Look for a solution architected for flexibility with all the purpose-built tools you need to deliver innovation quickly.