Imagine caseworkers and care coordinators spending hours copying data between systems while patients wait and records remain incomplete. EHRs, community referral systems, and Salesforce often exist in separate silos, slowing care, increasing IT costs, and hiding the full picture of each person you serve.
Our pre-built Salesforce integration unifies these systems so teams can focus on care, not data entry.
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Oracle Health (Cerner), EPIC, AdvancedMD, NextGen and more—delivering seamless connectivity, enhanced interoperability, and streamlined healthcare data management
Our integration delivers instant, reliable connectivity between Salesforce and both our Closed Loop Referral Management system and our EHR Healthcare Application:
Real-time synchronization ensures that updates in Salesforce, your EHR, or referral system are instantly reflected across platforms. Patients, referrals, outcomes, and notes stay accurate and up to date without manual effort.
Schedule syncs at times that work best for your organization — hourly, nightly, or custom intervals. Updates flow predictably, reduce system load during peak hours, and ensure consistent, reliable data.
Designed to reduce complexity, the integration comes pre-mapped with key objects and fields, supports low-code configuration for workflows and filters, and keeps audit-ready logs so data is traceable and secure. Deploying it is quick, giving your teams a reliable, unified view of all patient and referral data — without manual effort or duplication.
Unlike other solutions that require lengthy custom development or only connect partially, our integration works out-of-the-box across both clinical and social care workflows. It reduces IT burden, eliminates duplicate entry, improves data accuracy, and gives your teams a 360° view of every client and patient instantly.
Whether you’re an IT admin, Salesforce admin, care coordinator, compliance officer, or executive, our solution provides a single source of truth with accurate dashboards, automated updates, and audit-ready data.
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Implementation takes 4 weeks from project kickoff to go-live, including data migration, user training, and testing phases.
Yes, the integration includes encrypted data transfer, access controls, audit logging, and Business Associate Agreement coverage to support HIPAA compliance requirements.
The pre-built integration supports major EHR platforms integration through standard interoperability protocols. Specific compatibility can be confirmed during initial consultation.
Implementation includes technical documentation, staff training, and go-live support. Ongoing maintenance, updates, and technical support are available through service agreements.
Yes, data mapping and sync frequencies can be configured to match your organization's specific care coordination and patient engagement workflows.
The integration architecture supports multiple EHR platforms, allowing for system transitions without rebuilding Salesforce connectivity from scratch.
