36×
Lift in conversion after a funnel rebuild
Rebuilt intake and qualification flows end-to-end — the conversion rate multiplied 36× once handoffs, routing, and follow-up were automated.
Industries · Healthcare
Salesforce for healthcare, built by people who ship in care delivery
GAT Solutions builds revenue-generating systems for healthcare, accounting, and SaaS companies — fast, flawlessly, and powered by AI. In healthcare that means patient platforms, real-time EHR sync, and intake automation that clinical and admissions teams actually run their day on. The premium choice for teams who can't afford to re-do the work.
- 50+ Salesforce projects
- 100+ integrations
- 5.0 client rating
- 6+ years Salesforce
Most Salesforce consultancies treat healthcare as a vertical to sell into. We treat it as the place our hardest work already lives. The platforms we've built manage 100,000+ patient messages, support 15,314 surgeries, and sync psychiatric and addiction-treatment EHRs in real time — in production, under clinical workloads, with the audit trails to prove who touched what.
Our healthcare practice spans four kinds of care-delivery business: surgical and perioperative care navigation, psychiatric and behavioral health, addiction treatment and recovery, and virtual mental-health intake. Different clinical models, same discipline — event-driven architecture so integrations survive bursts, custom-metadata configuration so admins aren't hostage to deployments, and error logging on every pipeline so failure is never silent.
We're also AI-native. We shipped Gemini-powered live translation inside a HIPAA-conscious patient chat, wired a voice-AI phone agent into psychiatric intake, and built our own product, ApexGenius — which, as of July 2026, has answered 16,550 questions about live Salesforce orgs across 47 connected orgs, with PHI-redaction controls and audit logging built in.
Sub-vertical 01
Surgical & perioperative care navigation
100,000+ patient messages managed on a platform we built inside Salesforce
When Goldfinch Health needed off their previous patient-messaging vendor, we advised against another point solution and built the chat where the clinical data already lived. We architected a real-time, HIPAA-conscious patient–nurse chat on Platform Events and CometD inside Experience Cloud — read receipts, attachments, scheduled messages — and migrated years of message history in ourselves. Then we added Gemini-powered live translation so nurses type English and Spanish-speaking patients read Spanish, plus a record-access audit trail. Five years on, it's still the system their care team runs on.
Salesforce implementations →AI inside regulated orgs →Client reviews and results →
- Production numbers
- 100,000+ patient messages managed (includes migrated history from their previous vendor)
- 15,314 surgeries supported, actively growing
- 34,860 record-access audit events captured
- 166 authored Apex classes, 59 Lightning web components, 2 authored Platform Event architectures, 51 active users
Sub-vertical 02
Psychiatric & behavioral health
Real-time EHR sync on 38-field Platform Events — zero swivel-chair entry
A multi-state psychiatric health practice was running intake on duplicate data entry between Salesforce and their EHR. We advised an event-driven architecture and built it: EHR webhooks land on Apex REST endpoints that publish 38-field patient Platform Events; Flows subscribe and update Person Accounts and appointments in real time, while outbound triggers push new patients back to the EHR with MRN writeback and full error logging. We wired their voice-AI phone agent into the same pattern — AI-answered calls become structured Leads — and rolled out Shield Platform Encryption over PHI fields.
EHR & systems integration →What we've shipped for behavioral health →
- Production numbers
- 38-field patient Platform Event; 3 Platform Events in the build
- Config-driven field mapping in custom metadata — admins remap EHR fields without a deployment
- Voice-AI intake: a 253-line handler plus 3 lead-creation flows turning calls into workable Leads
- Hardened across 16 iterative production deployments, with Shield Platform Encryption over PHI fields
Sub-vertical 03
Addiction treatment & recovery
Closed Won to EHR patient record — 12 API callouts, one automated pipeline
For a national addiction-treatment network, admissions used to end at Closed Won and restart as re-keying in the clinical EHR. We built the bridge: one Queueable orchestrating 12 idempotent API callouts — patient, episode of care, documents — with token caching and environment switching in custom metadata. For a multi-facility behavioral-health treatment center, we rebuilt the number the whole business runs on: a daily census that recalculates itself when admit or discharge dates move, delivered with architecture briefs so their team owns it.
Salesforce automation →Integration engineering →The full build stories →
- Production numbers
- 989-line Queueable with 12 API callout sites and a 422-line test class, syncing CRM to the clinical EHR
- 48-field clinical screening rendered to PDF (~850 lines of Visualforce); verification-of-benefits emails auto-attached to the right Opportunity
- ~1,630 lines of Flow logic across one main census flow and six subflows handling transfers, exclusions, and date changes
- Full admissions funnel — pre-assessment to ops handoff — across 10 custom objects and ~2,000 lines of Apex, with the SMS console staff already used embedded on record pages
Sub-vertical 04
Virtual mental-health intake
A 291-field clinical pre-assessment, rendered to archivable PDFs — no managed package
A virtual mental-health provider needed intake documentation that clinicians could trust and auditors could retrieve — without a document-generation license. We modeled the pre-assessment as a 291-field data model with eight related clinical objects, then built a record-type-aware rendering engine: flow-invoked Apex assembles the packet, Visualforce templates render each of four intake types, and the finished PDF files itself against the patient journey. Native platform economics, clinical-grade output, and a data model their next feature builds on instead of around.
- Production numbers
- 291-field pre-assessment object with 8 related clinical objects queried into one packet
- 4 record-type-aware intake templates on a ~300-line generation engine
- Zero managed-package licensing for document generation
Platform honesty
On Health Cloud or a custom patient data model
Every build above runs on a custom patient data model on core Salesforce — patients, surgeries, episodes of care, screenings, census — designed for how each business actually operates. The patterns are the same whether you're on Health Cloud or a custom patient data model: event-driven EHR sync, intake and consent automation, clinical document generation, and record-access auditing. We'll advise honestly on which foundation fits, then build the one you choose as if we'll be maintaining it — because we usually are.
Capabilities
What we build for care-delivery businesses
Real-time EHR integration
Webhook-to-Platform-Event pipelines that sync patients, appointments, and MRNs bidirectionally without governor-limit failures — shipped against psychiatric and addiction-treatment EHRs.
Patient communication platforms
Real-time chat, portals, and notifications on Experience Cloud, with read receipts, attachments, and LLM-powered live translation — 100,000+ patient messages managed.
Intake & admissions automation
Screening questionnaires, verification-of-benefits capture, e-signature stage automation, and admissions funnels modeled end to end.
Clinical document generation
Record-type-aware PDF engines on native Visualforce rendering — 48-to-291-field clinical packets, no managed-package fees.
HIPAA-conscious AI
LLM features inside regulated orgs with guardrails: translation, voice-AI intake, and PHI-redaction controls, every AI-touching class tested.
Access auditing & compliance posture
Record-access audit trails (34,860 events captured in one org), Shield Platform Encryption rollouts, and minimum-necessary design.
Outcomes
Numbers with stories attached
Every figure below is from a GAT client engagement or a GAT product — no borrowed logos, no inflated claims.
35% → 92%
Apex test coverage rescued in weeks
A blocked org couldn't deploy. GAT refactored and tested the codebase from 35% to 92% coverage — unblocking every release since.
100+
Healthcare document templates automated
Built 100+ Docrio document templates for a healthcare organization — intake, consent, and clinical paperwork generated from Salesforce records instead of by hand.
GAT Solutions helped build the Salesforce system almost entirely from scratch, with thoughtful solution design, clear communication, and dependable delivery.
Questions
Frequently asked questions
- Is your Salesforce work HIPAA compliant?
- Compliance is a property of your program, not a line in a consultant's proposal — so we don't claim it, we build for it. Our healthcare work is HIPAA-conscious by design: Shield Platform Encryption over PHI fields, record-access audit trails, minimum-necessary data handling, and aggregate-only reporting discipline. Your BAA with Salesforce, your policies, and your training complete the picture; we make sure the system is never the weak link.
- Can AI safely touch patient data?
- It can, if the guardrails come first. We shipped Gemini-powered translation inside a live patient chat with tested, logged Apex around every call, and wired a voice-AI phone agent into psychiatric intake through an authenticated, event-buffered pipeline. Our own product, ApexGenius, runs PHI-redaction controls and audit logging on every interaction. We advise on where AI belongs in a clinical workflow — and where it doesn't.
- Do we need Health Cloud?
- Not necessarily. Every platform on this page runs on a custom patient data model on core Salesforce, and several replaced processes Health Cloud wouldn't have modeled well. Health Cloud earns its licensing when its prebuilt clinical model matches how you operate. We'll map your workflows first and give you an honest recommendation either way — the integration and automation patterns transfer to both.
- How do you integrate our EHR with Salesforce?
- Event-driven, not point-to-point. Inbound, your EHR's webhooks hit an Apex REST endpoint that does exactly one job: publish a Platform Event. Subscriber Flows do the writes asynchronously, so bursts never hit governor limits. Outbound, triggers and invocable Apex push new patients back with MRN writeback. Field mappings live in custom metadata, every callout is idempotent, and every failure writes an error log — because silent failure is worse than failure.
- How do we know who accessed a patient record?
- You log it. For a surgical-care client we built a record-access audit trail on Platform Events — an invisible component publishes open and close events, a trigger persists them for reporting — capturing 34,860 access events to date. It won't replace a full compliance program, and we'll tell you exactly what it does and doesn't prove, but it answers the question every healthcare org eventually gets asked.
- What does an engagement look like?
- It starts with a free working session, not a pitch. We map your intake-to-care workflow, identify where revenue or clinical time is leaking, and leave you with a concrete recommendation whether or not you hire us. If we build, we advise on architecture, ship in iterations against your production realities, and hand over documentation your team can actually run with — one behavioral-health client received six architecture briefs with their census engine.
Initial systems consultation
Bring us your intake-to-care workflow. We'll show you what it should look like in Salesforce.
- You leave with
- A focused consultation with a senior systems consultant
- A current-state fit and architecture read
- A recommended path — implementation, ongoing ownership, or product