20% OFF Salesforce Implementation + FREE Custom AI Agent Demo.Claim Now

Claim Now

Download E-Guide

Register to read the complete guide as PDF on your email.

Personalized Patient Care with Salesforce Data Cloud and Health Cloud Integration

October 18, 2024 3381
Industry
Healthcare Sector
Products
Salesforce Data Cloud & Health Cloud
Services
Salesforce Implementation Services and Integration Services
Build Your Idea
Consult Our Experts

Introduction

Our Client, a leading healthcare provider, focuses on offering extensive medical services such as primary care, specialty care, and telehealth solutions. The organization is committed to enhancing patient outcomes through innovative healthcare delivery and personalized care. The main objective was to establish a cohesive data platform to support improved decision-making, personalized patient experiences, and streamlined operations.

Challenges:

The client faced several critical challenges including:

  • Data Dispersal and Fragmentation:
    Patient information was scattered across different departments and in outdated systems, resulting in fragmented data and difficulties in obtaining a complete view of patient histories. Specifically, patient data was stored in various systems, including Salesforce Health Cloud, Electronic Health Records (EHR) systems, Epic, Laboratory Information Systems (LIS), Radiology Information Systems (RIS), and Billing and Financial Systems, presenting a challenge to gather an individual account information in one-go.

  • Limited Understanding of Patients:
    Inconsistent and incomplete patient data hindered the organization’s ability to gain comprehensive insights into patient behavior and preferences, impacting the effectiveness of care delivery.

  • Restricting Preventative Care for High-Risk Patients:
    Many patients at high risk for health issues often avoid preventive care, which can lead to costly emergency visits. The challenge lies in identifying these patients and encouraging them to seek regular check-ups. Without understanding their unique needs and motivations, healthcare providers struggle to engage them effectively, resulting in higher costs and poorer health outcomes.

  • Challenge in Automated Compliance To Regulations:
    Easy and automated compliance with HIPAA and other healthcare regulations while working on multiple platforms was one of their requirements which they asked use to address.

Solutions:

We implemented Salesforce Data Cloud in the existing Health Cloud system to tackle our clients’ challenges and provide them with a secure and lasting solution.

  • Consolidated Data Platform:
    By integrating Salesforce Data Cloud with their existing Health cloud system, unifying previously disconnected patient data sources. This consolidation creates a comprehensive patient profile, encompassing medical records, visit summaries, and call center interactions. By centralizing this information, they can now deliver a patient-centric approach, aligning their strategies, operations, and technology to provide a seamless healthcare journey. This integrated system enables a more personalized and efficient patient experience across all stages of care.

  • Advanced Analytics and AI:
    We integrated advanced analytics and AI tools within Salesforce Data Cloud to inspect patient data and produce actionable insights. This included Salesforce Einstein, which provides built-in predictive analytics capabilities for identifying patient needs and risk assessment models for proactive health management. By leveraging these pre-built tools, we provided them with additional functionality to analyze data effectively and deliver timely insights for improved patient care.

  • Using Data to Connect with Patients:
    Our client effectively encourages high-risk patients to seek preventative care by utilizing Salesforce Health Cloud and Salesforce Data Cloud. With Health Cloud Salesforce, they achieve a comprehensive 360-degree view of each patient, integrating medical history, treatments, and care plans, which allows for accurate identification of high-risk individuals. Simultaneously, Salesforce Data Cloud aggregates and harmonizes patient data from different sources, ensuring that healthcare professionals have consistent and reliable information at their fingertips. By leveraging these tools, the client can send personalized messages to motivate high-risk patients to engage in preventive services, ultimately enhancing health outcomes and reducing emergency care costs.

  • Regulatory Compliance Structure:
    Within Salesforce Data Cloud, we established a strong data governance framework to ensure data accuracy, consistency, and compliance with healthcare regulations such as the Health Insurance Portability and Accountability Act (HIPAA), the Health Information Technology for Economic and Clinical Health (HITECH) Act, and the Patient Protection and Affordable Care Act (ACA).

    We also integrated automated reporting features to streamline compliance reporting processes, reducing manual effort and minimizing errors. This comprehensive approach not only ensured adherence to regulatory standards but also enhanced the overall integrity of patient data management.

Benefits:

  • Streamlined access to integrated patient data with a 360-degree view of patient profiles.
  • Encourages high-risk patients to seek preventative care.
  • Strong data governance framework and automated compliance reporting process.
40%

Reduction in time for regulatory submissions

35%

Reduction in time for regulatory submissions

30%

Improvement in personalized patient interactions

Have a Project in Mind? Let’s Make It Unforgettable!

Do you have a project to execute or need resources to fill the gaps? We are here to help. Let's have a call to discuss the details and make your idea a success.

Vaibhav Vyas - Director of Sales
Vaibhav Vyas

Director Of Sales

By submitting, you consent to Cyntexa processing your information in accordance with our Privacy Policy . We take your privacy seriously; opt out of email updates at any time.

Other Case Studies

November 20, 2025

Real-Time Interactive Mapping Deployment with Salesforce, Mapplic, Node.js, and Heroku

Real-Time Store Mapping with Salesforce, Heroku & Node.js Banner Img

Business Overview A leading U.S.-based retailer specializing in radio-controlled (RC) vehicles, including airplanes, helicopters, cars, trucks, and boats. Based in Pensacola, Florida, it offers a wide range of high-quality RC products and accessories from top brands. Known for excellent customer service and fast shipping, it serves hobbyists nationwide through its robust online platform. Reason for […]

Heroku, Salesforce & IoT: Unified Platform for 15+ Smart Factories Banner Img
November 20, 2025

Heroku, Salesforce, and IoT: Unifying 15+ Factories into One Intelligent Control Platform

Business Overview A large European manufacturing company operates a network of over 15 factories producing industrial components for the automotive and aerospace sectors. With a global workforce and a complex supply chain, the company is focused on maximizing production efficiency, ensuring on-time delivery to customers, and maintaining stringent quality control standards across all its facilities.  […]

November 17, 2025

Scaling Financial Document Processing with OCR, Heroku and Salesforce

Automating Document Processing with OCR, Salesforce & Heroku Banner Img

Business Overview A leading organization in the Banking and Financial Services industry, serving a vast customer base, was leveraging multiple Salesforce solutions, including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud. They were using OCR (Optical Character Recognition) to process a high volume of incoming documents and extract key insights and reference relevant […]

Redefining Pharmacy Ops with Salesforce and Heroku Banner Img
November 14, 2025

Redefining Pharmacy Operations with Salesforce and Heroku Implementation

A quick look at how Salesforce and Heroku improved pharmacy operations with secure data, real-time pricing, automation, and smoother payments.

November 14, 2025

Transforming Retail Loyalty with Real-Time Rewards Using Salesforce and Heroku

Real-Time Retail Loyalty Rewards with Salesforce and Heroku Banner Img

Discover how Salesforce and Heroku made retail loyalty smoother with real-time rewards and more meaningful customer engagement.

ServiceNow SecOps Implementation Banner Image
August 8, 2025

ServiceNow Security Operations (SecOps) Implementation for an Insurance Provider

Discover how Cyntexa enabled faster incident response, proactive threat detection, and simplified compliance using ServiceNow Security Operations (SecOps).

Unifying Sales and Finance with Netsuite Salesforce Banner
August 8, 2025

Unifying Sales and Finance with CRM–ERP Integration Using Salesforce and NetSuite

Explore how our integration experts empowered sales and finance teams by integrating Salesforce and NetSuite, boosting accuracy, and automating collections.

August 7, 2025

ServiceNow PPM Implementation for a Global Automotive Enterprise

ServiceNow PPM Implementation Banner Image

Discover how Cyntexa helped a global automotive leader unify project governance, optimize resources, and gain real-time visibility with ServiceNow PPM.

ServiceNow IRM Implementation for Healthcare Provider
August 4, 2025

Enabling Healthcare Compliance Management With ServiceNow IRM Implementation

Discover how Cyntexa helped a healthcare provider streamline audits, unify risk oversight, and modernize policy compliance using ServiceNow IRM.

August 1, 2025

Reshaping a SaaS Company Portfolio for Future-Ready Innovation with ServiceNow SPM

ServiceNow SPM implementation for SaaS company

Discover how Cyntexa helped a SaaS company streamline research, reduce technical debt, and align compliance using ServiceNow SPM.

Cyntexa CRM Reality Check 2026 Webinar Cyntexa CRM Reality Check 2026 Webinar Cyntexa CRM Reality Check 2026 Webinar