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Salesforce · Healthcare & Life Sciences

Transform Healthcare with Salesforce + AI

Helping providers, payers and life sciences organisations connect patient intake, care coordination, referrals and engagement on Salesforce Health Cloud, with AI and compliant data at the core.

Intake
Scheduling
Care plans
Follow-up
360° Patient 360
360°
patient view
🤖
AI Care Agent
grounded in your data
1
connected care platform
10+
Years delivering Salesforce
40+
Certified Salesforce experts
200+
Enterprise projects delivered
100+
Salesforce certifications
98%
Average client satisfaction
Digital transformation for healthcare

We don’t just implement Salesforce. We help you deliver connected, patient-first care.

From first enquiry and intake to scheduling, care coordination, follow-up and member engagement, we connect every step of the patient journey on one secure platform.

Patient Access

Make it easy to find, book and prepare for care.

✓Online booking and rescheduling
✓Automated reminders and waitlists
✓Digital intake and consent
✓Fewer calls for routine requests
The problem

Healthcare challenges we solve

Care teams and life sciences organisations hit the same walls. Here’s where we make the difference.

Fragmented patient data

EHR, scheduling, billing and engagement tools hold different pieces of the patient story.

How we solve it ↻
✓
iTechCloud solves it

Health Cloud and Data Cloud bring clinical and engagement data into one patient 360.

Scheduling friction

Phone-heavy booking, no-shows and long waits frustrate patients and staff.

How we solve it ↻
✓
iTechCloud solves it

Self-service booking, reminders and waitlists automated across channels.

Leaky referrals

Referrals arrive by fax, email and phone and get lost between teams.

How we solve it ↻
✓
iTechCloud solves it

Referral intake, tracking and follow-up managed in one workflow.

Uncoordinated care teams

Care managers lack a shared view of plans, tasks and patient status.

How we solve it ↻
✓
iTechCloud solves it

Shared care plans, tasks and timelines for the whole care team.

Privacy and compliance risk

Sensitive health data spread across tools with inconsistent controls.

How we solve it ↻
✓
iTechCloud solves it

Consent, field-level security and audit trails designed in from day one.

Overloaded contact centres

Routine calls about appointments and results crowd out complex needs.

How we solve it ↻
✓
iTechCloud solves it

Service Cloud and AI agents handle routine requests and route the rest.

Generic outreach

Reminders and campaigns ignore where patients are in their care.

How we solve it ↻
✓
iTechCloud solves it

Personalised, consent-aware journeys driven by care milestones.

Slow life sciences engagement

Field teams and medical affairs work from disconnected HCP data.

How we solve it ↻
✓
iTechCloud solves it

Life Sciences Cloud for compliant HCP engagement and insights.

Why Salesforce

Disconnected systems vs a connected care platform

Capability
Traditional CRM
Salesforce Health Cloud
Patient view
✕Split across EHR, billing and spreadsheets
✓One patient 360 across clinical and engagement data
Care coordination
✕Emails, calls and sticky notes
✓Shared care plans, tasks and timelines
Referrals
✕Fax and inbox, hard to track
✓Tracked intake with status and SLAs
Patient engagement
✕Generic, manual reminders
✓Personalised journeys across SMS, email and portal
Compliance
✕Controls vary by tool
✓Consent, field-level security and audit built in
AI readiness
✕Data too scattered to use
✓Grounded AI on unified, governed data
The complete flow

The complete patient journey

Every stage from first contact to ongoing care, connected, automated and compliant. Select any step to see how it works.

01

Enquiry

Web, phone and referral enquiries captured in one place with source tracking.

Capabilities

Solutions we offer

A complete healthcare technology stack: platform, AI, channels and integrations.

PL
Platform 4 capabilities
Health Cloud →
Service Cloud →
Experience Cloud →
Data Cloud →
EN
Engagement 3 capabilities
Marketing Cloud →
Patient portals →
SMS & WhatsApp →
AI
AI & Automation 3 capabilities
Agentforce →
Einstein →
Flow automation →
LS
Life Sciences 3 capabilities
Life Sciences Cloud →
HCP engagement →
Patient programmes →
AN
Analytics 3 capabilities
Tableau →
CRM Analytics →
Population insights →
IN
Integration 3 capabilities
MuleSoft →
HL7 / FHIR APIs →
EHR connectors →
AI-Powered

AI-powered healthcare transformation

Governed AI agents that work alongside your care and admin teams, summarising records, answering patients and coordinating next steps, always with a clinician in control.

Patient Service Agent

Answers appointment, location and billing questions and books visits, handing off to staff when needed.

Record Summaries

Summarises patient history and recent activity for care teams before a visit.

Smart Scheduling

Suggests the right slot, provider and location, and fills cancellations from waitlists.

Referral Triage

Reads incoming referrals, extracts key details and routes them to the right team.

Risk Signals

Flags patients who may need outreach based on care gaps and engagement.

Care Navigator

Guides patients through preparation, instructions and next steps in plain language.

Personalised Outreach

Drafts consent-aware reminders and programme invitations by care stage.

Operational Insights

Explains trends in access, no-shows and utilisation in plain language.

Why iTechCloud

A partner that understands healthcare, not just Salesforce.

10+ years of Salesforce delivery, a certified team and Health Cloud experience, built around privacy, consent and compliance.

Global Delivery Dedicated Health Cloud Team Agile Delivery Salesforce Partner since 2017 Privacy-first Design
10+
Years delivering Salesforce
40+
Certified Salesforce experts
200+
Enterprise projects delivered
100+
Salesforce certifications
98%
Average client satisfaction
Our IP

Accelerators built for healthcare

Reusable assets that cut time off delivery and de-risk your Health Cloud rollout.

Health Cloud Starter

A starting data model, care plan templates and dashboards to configure, not build from scratch.

Scheduling Toolkit

Booking, reminder and waitlist flows ready to adapt to your locations and providers.

Referral Management Kit

Intake, status tracking and closed-loop follow-up for referrals.

Consent & Privacy Blueprint

Consent capture, field-level security and audit patterns for health data.

EHR Integration Patterns

Reusable MuleSoft and FHIR patterns for connecting clinical systems.

Patient Agent Templates

Agentforce topics and guardrails for common patient service requests.

Connected architecture

One integration ecosystem

Salesforce at the core, connected to the EHR, scheduling and systems that run your organisation.

SF
Salesforce Platform
CRM · AI · Data · Experience, the single source of truth
EP
Epic
EHR
OH
Oracle Health (Cerner)
EHR
AT
athenahealth
EHR
FH
HL7 / FHIR
Standards
SC
Scheduling systems
Access
PY
Payer & eligibility
Revenue
RC
Billing & RCM
Revenue
TH
Telehealth
Care
LB
Lab systems
Clinical
TW
Twilio / SMS
Engagement
WA
WhatsApp
Engagement
TB
Tableau
Analytics
How we work

Our engagement model

01

Consulting

Understand your care model, patient journeys and compliance needs.

02

Design

Design the patient 360, care workflows and data model.

03

Build

Configure Health Cloud and integrations in agile sprints.

04

Validate

Test workflows, security and data with clinical and admin users.

05

Launch

Phased go-live with training for care and front-office teams.

06

Optimise

Managed support, new capabilities and AI roadmap over time.

FAQ

Questions, answered

Salesforce Health Cloud gives providers, payers and life sciences organisations one secure platform for patient access, care coordination, referrals, engagement and analytics, alongside the EHR rather than replacing it.
No. The EHR remains the clinical system of record. Health Cloud connects to it and adds patient engagement, coordination and service capabilities around it.
Yes. We connect clinical systems through HL7 and FHIR APIs, typically with MuleSoft, so care teams see relevant clinical context in Salesforce.
We design consent capture, field-level security, encryption options and audit trails into the solution, aligned with regulations such as HIPAA and your local data protection laws.
Yes, with the right guardrails. We ground AI in governed data, keep clinicians in control of clinical decisions and use the Einstein Trust Layer for data protection.
Yes. We support member engagement for payers and HCP engagement, patient programmes and medical inquiries for life sciences.
A focused first phase, such as patient access or referral management, typically takes a few months. We plan in phases so value arrives early.
Yes. Our managed services cover support, enhancements, release management and an ongoing AI and automation roadmap.
Salesforce Partner · Healthcare & Life Sciences

Ready to build patient-first care with Salesforce + AI?

Book a strategy session and see how a connected, AI-powered platform transforms patient access, care coordination and engagement.