100+
Clinical paperwork that fills itself in
Intake, consent, and clinical forms for a healthcare organization now generate from the patient record instead of being typed by staff: 100+ document types, no re-keying, nothing missed.
Healthcare Operations
Patient and case operations on Salesforce
Behavioral health and healthcare teams run on referrals, admissions, messages, and cases. We build the Salesforce systems that carry them, connected to the EHR, built to HIPAA-compliant standards under a BAA.
The pattern we keep seeing
Care teams doing the system's job by hand
Referrals lost between systems
The referral arrives by fax, the screening lives in a phone note, the admission lives in a spreadsheet. By the time it all reaches the EHR, days have passed and some patients never made it across.
Patients texting a number nobody owns
Messages land in a vendor tool that knows nothing about the patient. Staff copy conversations into the record by hand, or they simply never get there.
The EHR and Salesforce disagreeing
Two systems, two versions of every patient. Staff re-key the same intake twice and live with the mismatches. Compliance questions take days to answer instead of minutes.
Proof
Care operations we built and still stand behind
Every number here is from our client work or our own product. References available in review.
100,000+
Patient messages on a chat we built where their clinical data already lived
A national surgical-recovery care program was paying a separate patient-messaging vendor that knew nothing about their patients. We advised against buying another point solution and built the messaging into Salesforce instead: nurses and patients talking in the same place the clinical record lives, with years of message history brought across so nothing was lost in the move. Spanish-speaking patients read Spanish while nurses type English, without hiring a translator. Every look at a patient record is logged, so compliance always has an answer. Five years on it carries 100,000+ patient messages and has supported 15,314 surgeries.
Entered once
Intake staff stopped typing every patient twice
A multi-state psychiatric practice was entering every patient by hand in two systems (Salesforce and their EHR) and living with the mismatches that follow. We connected the two so a patient entered anywhere appears everywhere within seconds, appointments included, with guards that stop duplicate charts before they exist and an alert to us when something upstream breaks. Their AI phone agent feeds the same path, so a call answered after hours arrives as a real, workable record. Patient data is encrypted throughout.
Automatic
An accepted admission becomes a complete patient chart
A national addiction-treatment network was winning admissions and then re-entering every one of them into the clinical system by hand. Now an accepted admission opens the patient, the episode of care, and the paperwork in their EHR on its own: no one re-keys it, nothing gets lost between the admissions team and clinical. Paper intake became a one-click form filed against the patient's journey, and benefits verifications attach themselves to the right admission instead of sitting in an inbox.
Every morning
A daily census the whole business can trust
A multi-facility behavioral-health center ran on one number (today's census) and it broke every time an admit or discharge date moved, which is constantly. We rebuilt it to recalculate itself through every real-world case: early admits, late admits, discharges, exclusions, transfers between facilities. It is right every morning without anyone rebuilding a spreadsheet, and we handed their team the documentation to own it. Around it we built the admissions funnel itself, from first assessment through benefits check to the operations handoff.
How we help
The services behind this pillar
Case Management & Service Ops
Omni-Channel routing, contact center, entitlements, and the dashboards supervisors actually watch.
Explore →EHR & Systems Integration
Salesforce and the clinical system agreeing on the truth, synced in seconds, guarded against duplicates.
Explore →Communications
Patient messaging, email automation, and staff alerts in the same place the record lives.
Explore →AI & Agentforce
AI that works inside your real org, with guardrails: intake summaries, after-hours coverage, admin leverage.
Explore →How engagements run: the audit (discovery and scope) → the build → then either we run it with you as ongoing ownership, or we hand it off to your team, documented.
Behavioral health deep dive
Running admissions on Salesforce next to an EHR? The dedicated behavioral health page covers integration shapes, proof, and the free 30-minute Integration Fit Check.
Explore →From the care operations lane
How we think about this work
Architecture9 min read
3 Behavioral Health EHR Integration Patterns
Compare an admission push, real-time EHR sync, and connected operating layer using production AdvancedMD and Opus Behavioral Health EHR examples.
Service + case operationsRead →
Architecture8 min read
Opus Behavioral Health EHR + Salesforce: Closed Won to Admission
How an accepted admission becomes a complete patient chart in the Opus behavioral-health EHR on its own: nobody re-keying it, and no duplicate charts.
Service + case operationsRead →
Architecture8 min read
We Built Real-Time Patient Chat Inside Salesforce with Platform Events (Instead of Buying Another Vendor Tool)
Why we built patient chat inside Salesforce instead of buying another messaging vendor: 100,000+ patient messages, where the clinical record already lives.
Service + case operationsRead →
The Salesforce + AI Audit
Know exactly what to fix, and what AI can actually do in your org.
- You leave with
- An org health read: what is solid, what is fragile, what it costs you
- An AI-readiness map for your patient and case workflows
- A prioritized roadmap with a fixed quote for the next phase