GAT SolutionsTell us what is stuck

Fix the workflows costing you admissions.

We build the Salesforce systems care teams run on: referral intake, admissions, EHR integration and secure patient messaging, for behavioral health, mental health, addiction treatment and virtual care providers. Built to HIPAA-compliant standards and live in production today.

Or call (954) 352-8406 · Fort Lauderdale, FL

Tell us what is stuckBook 30 minutes

Enter the patient once. Referral to EHR chart, nobody re-keying it.

Salesforce

  1. Referral
  2. Screened
  3. Benefits verified
  4. Admitted

Your EHR

Chart + documents created

Live with AdvancedMD and Opus. Your EHR stays the clinical record.

Upwork5.0Salesforce AppExchange5.0
Salesforce Partner
HIPAA compliant
Certified experts

What is slowing your care team down?

Independent Salesforce consultancy, not Salesforce Support. We reply the same day, or the next business day at the latest, and never sell your information.

Trusted by

Goldfinch HealthSantagata ConsultingDNSFilterTort Experts
Goldfinch Health

Nurses and patients in the chat every single day

“Our nurses and our patients are in the chat GAT built for us every single day, and the live translation alone has been huge for us. They absolutely killed it. We are so much more productive now that I cannot picture going back to how we worked before!”
Goldfinch HealthClient review
Santagata Consulting

Salesforce and AdvancedMD, both ways, for years

“The Salesforce and AdvancedMD integration Gray built for us runs both ways, and it has been in production for years without anyone having to babysit it. Staff enter a patient once now and nobody is chasing duplicates. I would work with him again in a heartbeat!”
Michele Santagata, Santagata ConsultingClient review
DNSFilter

Root causes across Salesforce and HubSpot, not tickets

“The team quickly learned how our lead intake, routing, attribution, lifecycle, and integrations worked, then looked across the full process to identify root causes instead of treating every issue as a separate ticket.”
Brad Kemper, DNSFilterRead on AppExchange
Tort Experts

Built our system almost entirely from scratch

“Gray has been a pleasure to work with and was instrumental in helping us build our system almost entirely from scratch. He is punctual, communicates effectively, and is thoughtful in his approach to finding solutions.”
Tort ExpertsUpwork review
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Gray Angelo, Lead Consultant at GAT Solutions
Gray AngeloVerifiedLead Consultant, GAT SolutionsSlalomRulaCribl5.0 on Salesforce AppExchange1 review

Gray leads. The team delivers.

Gray has spent 6+ years on Salesforce building the systems patient operations run on: intake and referral routing, admissions, EHR integrations and patient messaging, for mental health, behavioral health, addiction treatment and surgical care teams.

At Rula, a national mental health provider, he built patient processing and the automation behind it. Through GAT he has shipped the Goldfinch Health nurse chat, two-way AdvancedMD and Opus EHR integrations, and 100+ clinical document templates. Now running GAT Solutions full time, hands-on with every plan.

patient records processed across Salesforce and EHRs
2M+patient records processed across Salesforce and EHRs
surgeries supported by the nurse and patient chat we built
15,314surgeries supported by the nurse and patient chat we built
ARR growth supported by the patient-processing systems Gray built
$80M → $300M+ARR growth supported by the patient-processing systems Gray built
on Salesforce, healthcare and SaaS
6+ yearson Salesforce, healthcare and SaaS

Healthcare Builds Live in Production

1 / 4

Secure Patient and Provider Chat

One conversation follows the patient from pre-op through recovery. Incoming messages route to the nurse who is actually available, with patient context, approved resources, and AI-drafted replies in the same workspace. Timed SMS and email reminders bring unread messages back to the patient and escalate anything that still needs attention, while scheduled sends keep the process moving outside office hours. We built it to replace the previous platform and migrated its message history with it.

1 / 2

Two-Way EHR Integration (AdvancedMD)

A multi-state psychiatric practice was entering every patient twice, once in Salesforce and once in AdvancedMD. Now a patient entered in either system appears in the other within seconds, appointments included. Webhooks land on small Apex handlers that only validate and publish a Platform Event, and subscriber Flows do the writes. New patients and referral providers go back to the EHR, the MRN writes back, and a guard stops a duplicate chart before it exists. Hardened across 16 production releases.

1 / 2

Referral and Admissions Tracking (Opus EHR)

A national addiction-treatment network ran inquiry, benefits verification, screening and contract in Salesforce, then re-keyed every admitted patient into the Opus Behavioral Health EHR from a paper packet. Now each referral moves through one pipeline with an owner and a next action, VOB emails file themselves to the right admission, and marking a patient Admitted creates the patient in Opus, opens the episode of care, adds the emergency contact and files the screening documents. A readmission opens a new episode, never a second chart.

Upwork client reviews5.0 · Top Rated Plus

Salesforce Developer for REST API Integration

5.0 / 5

Salesforce Administrator needed to create and update new tasks, fields, and create basic automation.

5.0 / 5

We need a Salesforce Admin/Developer with extensive Formstack experience

5.0 / 5

Help me create Apex Trigger for Salesforce

5.0 / 5

Salesforce.com Apex Class Updates and Test Class Coverage

5.0 / 5

Hourly Salesforce Admin Work

5.0 / 5

Salesforce Developer

5.0 / 5

Salesforce Developer

5.0 / 5
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Tell us what is stuck, then book a time.

What we build and run for care teams

The four systems a care operation runs on, built on the Salesforce you already pay for. Salesforce runs everything around the EHR, and the EHR stays the clinical record. Every build gets a dated plan the same day.

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Intake and Admissions

Referrals reach admission faster, with an owner on every record.

  • A referral-to-admission pipeline your team works from one screen
  • Speed-to-lead automation so first contact happens in minutes
  • Verification and screening tracked with documents attached
  • Census and admissions reports leadership can trust

EHR and System Integration

Enter the patient once. Salesforce and the EHR stay in step.

  • Two-way Salesforce and AdvancedMD sync, in production for years
  • Admission push or real-time mirror, chosen from your workflow
  • One patient identity, duplicates stopped before they exist
  • Phones, e-signature and billing connected (Aircall, Five9, Twilio, DocuSign, Adobe Sign)
  • Retries, an error log and an alert with an owner on every sync

Patient Communications

SMS and chat inside the record, routed to staff who are available.

  • Two-way nurse and patient chat from pre-op through recovery
  • Live translation, so two languages need no translator
  • Unread reminders by SMS and email, with escalation
  • SSO, Shield and sharing built to HIPAA-compliant standards under a BAA
Health CloudService CloudExperience CloudOmni-ChannelShield

Artificial Intelligence

AI that takes work off your staff, with hard limits on what it can touch.

  • After-hours calls arrive as workable referrals instead of voicemail
  • Intake and clinical paperwork filled in from the record
  • AI-drafted replies a nurse reviews before anything is sent
  • Agentforce, ChatGPT, Claude and Gemini connected to your org, with a human override
  • Nothing that makes a clinical judgment a licensed person owns
Claude logoChatGPT logoGemini logoMCP logoSalesforce logo

Show us where patients get stuck

Send the referral that stalled, the patient entered twice, or the message nobody answered. We reply the same day, or the next business day at the latest, with what we would build first.

What is slowing your care team down?

Independent Salesforce consultancy, not Salesforce Support. We reply the same day, or the next business day at the latest, and never sell your information.