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Salesforce Health Cloud: A Complete Guide

Are you looking to upgrade your current CRM solution? You’re not alone. Countless hospitals, clinics, doctor’s offices, and others in the healthcare industry are looking to improve their outdated CRM solutions.


Systems that don’t put the patient at the center don’t allow you to build and maintain a one-on-one relationship with your patients, causing your daily operations to be inefficient. Not to mention, working within a solution that isn’t feature-rich greatly diminishes the care process and can require you to lean on outdated methods such as paper files, mail-in notices, and more.

It doesn’t need to be this way. Consider Salesforce Health Cloud, a comprehensive solution that’ll drastically improve your operating system, care management, and patient experience — both in-office and out. There’s no better time than the present to update your systems to meet the demands of a rapidly changing healthcare environment. Here’s everything you need to know about Health Cloud and how it can help you become a leader in the health care field.

What is Salesforce Health Cloud?

Salesforce Health Cloud is a top-tier product among many in the Salesforce line. It’s a cloud-based CRM that has the healthcare worker in mind, removing all obstacles that stand in the way of a productive patient-provider relationship.

Salesforce Health Cloud understands the importance of patient engagement, and what information you need ahead of and during a patient visit. Health Cloud gives providers easy access to all of this information all in one place. This information includes:

  • Contact Preferences
  • Health Conditions & Treatment (medications)
  • Patient Health History
  • Appointment History

With all of these details in tow, providing care for patients becomes more tailored, personalized, and effective. Whether it’s a follow-up email after surgery or medication prescriptions that do not react with other medications that the patient is currently taking — Salesforce Health Cloud takes all of these needs into account.

How Can Healthcare Providers and Administrators Use Salesforce Health Cloud?

Administrators will greatly benefit from using the Salesforce Health Cloud. Processes such as onboarding and acquisition are conveniently and securely accessed and connected to patient information across multiple channels. Say goodbye to searching for bits and pieces of crucial information.

Providers also stand to benefit. Salesforce Health Cloud allows them to keep their sight set on improving patient care by leveraging personalized insights, relevant communications, and discover how a patient might react to certain therapies. That’s just barely scratching the surface of benefits!

How can Salesforce Health Cloud Help with Care Management, Patient Experience & System Architecture?

You’re looking for a CRM solution with a focus on care management, patient experience, and user-friendly system architecture. Salesforce Health Cloud understands these needs and is built to meet them. Here is a quick look at some of the advantages:

  • Decrease mistakes and automate tasks with user-friendly dashboards and automated forms.
  • Access comprehensive patient profiles, offering a lifetime of health history, contact details, insurance plans, existing health issues, and medications on one single screen.
  • Gather and access data from wearables and medical devices, including sleep patterns, as well as activity and glucose levels.
  • Group your patients by disease, medication type, age, or any other category you wish. By doing so, Salesforce Health Cloud allows you to find deeper insights. You can even evaluate how your patients are engaging with treatments and therapies, why they choose to stop them, and look ahead by creating new solutions for better outcomes.
  • Health Cloud displays data in easy-to-understand visuals, using graphs and color-coded methodology to make it easier than ever to find the information you are looking for.

Care Management

Care management is highly individual and is tailored to each patient’s needs. With Salesforce Health Cloud, you can create customized care plans. Through the use of data aggregation tools, providers have access to valuable insights into groups of patients such as those who have missed appointments, those who need to schedule check-ins, and any pertinent information regarding medical devices.

Give the best care your patients need by ensuring that they are being cared for based on their specific situation and health history. Salesforce Health Cloud also enables transparency and care-team collaboration, making it easy to share necessary data and relay crucial information in a timely manner.

Patient Experience

Every patient is unique, which is why Salesforce Health Cloud provides you with comprehensive patient profiles. Access all pertinent patient information to ensure that they receive care in a way that works for them from the way they receive communication from you to their appointment time preferences. If aspects of your patient’s treatment are not working, you can input data from wearables to get a deeper understanding of their evolving needs and health status.

As a health professional, it can be easy to get overwhelmed by the sheer volume of patients that you treat or care for. Health Cloud enables you to treat patients individually, even when you see hundreds of patients weekly, so every patient benefits from a personalized care experience.

This is true for every step of the patient care process from onboarding to offboarding and everything in between. Health Cloud streamlines all of these processes to keep everything simple and convenient on the patient’s end.

System Architecture

The patient dashboard allows case managers to effectively and quickly access essential patient information. The workflow solution allows for automated communications based on individual patient information — Health Cloud is a system built with efficiency in mind.

It’s a secure solution that is extremely secure meaning that all communications, confidential information, and other data are always protected.

For those restricted few that do have access to the system’s information, they are able to access electronic health records (EHR), patient medical device activity, manage administrative tasks, and more. It’s truly a complete solution.

What is Salesforce Health Cloud Pricing?

Salesforce Health Cloud has two pricing options: Enterprise or Unlimited. At $300 a month, the Enterprise option brings your CRM solution out-of-the-box. At $450 a month, Unlimited provides that extra power and support for larger health enterprises. If you are uncertain which option will fulfill the needs of your healthcare practice, get in touch with a Salesforce representative.

Key Takeaways

The needs of patient populations are rapidly changing. Amid the COVID-19 pandemic, a sound solution to your CRM needs is of the utmost necessity. Time is critical, and Salesforce Health Cloud has the healthcare industry in mind. Connect with your patients quickly, while being informed and aware of all of their needs.