Fix the Workflows Costing You Admissions

Move referrals faster, enter patients once, and trust the census. GAT provides business process automation and EHR integration for behavioral health, mental health, addiction treatment, and virtual care teams.

Santagata Consulting logo
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!
Santagata Consulting · Behavioral Health Consulting
Goldfinch Health logoGoldfinch Health
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 Health · Care Navigation
Salesforce Partner
HIPAA compliant
Certified experts

Schedule a Care Operations Review

Who You’ll Work With

Gray Angelo at AI Engineer Miami holding a Cerebras wafer scale engine
AI Engineer Miami, 2026Volunteering at the conference. The chip is a Cerebras wafer scale engine, the processor OpenAI moved GPT-5.3-Codex-Spark onto for its first production inference deployment away from Nvidia, where it runs at over 1,000 tokens per second against roughly 65 on the standard model.

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Open Gray's live calendar when you are ready to choose a slot.

Gray AngeloVerified

Salesforce and GTM Systems Architect. Healthcare and SaaS.

  • Slalom
  • Rula
  • Cribl

Gray Angelo spent his career as a top-performing engineer on healthcare and revenue operations teams, consistently earning strong reviews while building the systems large companies run on. He now runs GAT Solutions as an enterprise and AI architect, with engineers and admins building the automation and AI layer on top of them.

Software engineering and Salesforce consulting at Infosys and Slalom, the number one Salesforce partner. Two years as a Revenue Operations Engineer at Rula, a national mental-health provider, where he owned patient processing and the automation behind it and was a direct reason the business went from $80M to $300M in ARR inside two years. Then Cribl, where he ran the entire support system single-handed, stood up Okta SSO for community users, and helped engineers adopt AI coding agents for effective use in the enterprise as internal AI evangelist.

That experience gave him a firsthand understanding of where behavioral-health intake breaks, why referrals get lost, and how disconnected CRM and EHR systems limit growth.

Building enterprise applications with coding agents since 2024. Launched his own in 2025, ApexGenius, now running against live Salesforce orgs with 50+ users. Left full time in March 2026 to grow GAT Solutions alongside it.

Outside work, Gray produces, remixes, and DJs as G-RAY, drawing inspiration from Avicii, Knock2, JVNA, and Louis the Child. When he's not building or making music, he's probably at a rave.

years on Salesforce
patient records processed across Salesforce and EHRs
production patient messages carried
growth supported by the patient-processing systems Gray owned

What We Actually Build

Four systems that carry a care operation, on the Salesforce you already pay for.

An intake coordinator answering a call at a front desk

Intake and Admissions on Salesforce

  • 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
  • An owner and a next action on every record
Two healthcare professionals reviewing records across multiple clinical systems

EHR and System Integration

  • Patients entered once across Salesforce and the EHR
  • Admission push or real-time mirror, chosen from your workflow
  • One patient identity, duplicates stopped before they exist
  • Failures visible, with an owner and a recovery path
A clinician using a smartphone to message a patient

Patient Communications in One Place

  • SMS and chat inside the system where the record lives
  • Messages routed to staff who are present and available
  • Two-language conversations without hiring a translator
  • Every access logged, so compliance always has an answer
ChatGPT, Gemini, and Claude marks arranged across a clinical automation workflow

AI That Takes Work Off Your Staff

  • Calls after hours arrive as workable referrals instead of voicemail
  • Intake and clinical paperwork fill themselves in from the record
  • Reminders, routing, and reporting run without anyone chasing them
  • Hard limits on what AI can touch, so your team keeps the judgment calls

The Work Itself, Not a Description of It

The nurse and patient messaging system we designed and shipped for Goldfinch Health, in the form the care team received it. Click through the screens.

1 / 4
Industry
Healthcare
What We Built
Two-Way Nurse-Patient Chat and Communications

A Surgical Care Team's Messaging System

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.

Tech Stack

Salesforce
Lightning Web Components
Apex
Platform Events
Omni-Channel
Experience Cloud
React
Gemini
OpenAI
Twilio
Gmail

We will map your care operation the same way, on the first call.

Schedule a review

What Operators Ask Before They Schedule a Review

Can Salesforce Integrate with Our EHR?

Usually, if the EHR provides a usable API, webhook, file exchange, or supported batch path. The right design depends on what the vendor exposes, which system should own each record, how quickly the data must move, and how failures can be recovered. The care operations review is where we qualify those constraints against your actual systems.

Are You Proposing That Salesforce Replace Our EHR?

No. The usual model is Salesforce as the patient-access and operational layer around the EHR, while the EHR remains the clinical system of record. Consolidation is worth evaluating only when clinical fit, economics, migration risk, and team adoption support it.

What Does This Cost?

The review is free, and nothing gets quoted until we have seen the org.

  • Project work is scoped and priced before it starts, so you know the number before the build begins.
  • Payment follows milestones you can check yourself.
  • Ongoing ownership is a flat monthly plan. Plans start at $5,000 to $10,000 a month, with room to adjust depending on what you need.
We Want to Use AI. Where Do We Start?

Start where the work is repetitive and the record already holds the answer. That is where AI pays off fastest and carries the least risk.

  • Good first candidates: after-hours intake, paperwork generated from the patient record, message summarization, reminders and routing.
  • Bad first candidates: anything that makes a clinical judgment or touches a decision a licensed person owns.
  • We scope what AI is allowed to read and write before anything ships, and every automated path has a human override.

Salesforce and Automation Work, Verified on Upwork

These completed contracts prove the CRM and automation foundation. The healthcare systems are shown in the work above.

UpworkUpwork5.0 / 5Top 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
Hover over or focus this review rail to pause the animation.

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