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.
Care Operations
Your EHR and Salesforce, agreeing on the truth
Patient sync in seconds, admissions that open their own charts, and integrations that survive real-world volume. Built to HIPAA-compliant standards under a BAA.
What we build
Integration that behaves like infrastructure
Patient sync that holds
A patient entered anywhere appears everywhere within seconds, appointments included, with duplicate guards and alerts when something upstream breaks.
Admission-to-chart automation
An accepted admission opens the patient, the episode of care, and the paperwork in the EHR on its own. Nobody re-keys, nothing gets lost between admissions and clinical.
Event-driven architecture
Platform Events and webhook buffers so integrations survive real-world bursts and API limits instead of silently dropping records at the worst moment.
HIPAA-conscious plumbing
Encryption, access logging, and PHI-safe patterns throughout, built to HIPAA-compliant standards under a BAA.
Proof
EHR integrations running in production
Every number here is from our client work. References available in review.
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.
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 →
Architecture9 min read
AdvancedMD Salesforce Integration on Platform Events
How a production AdvancedMD-Salesforce integration keeps both systems in step in real time: intake staff enter a patient once, duplicates never happen.
Service + case operationsRead →
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.
Common questions
EHR integration questions
- Which EHRs do you work with?
- We have shipped production integrations with behavioral-health EHRs including Opus and AdvancedMD, and the architecture (event-driven sync, duplicate guards, monitored failures) transfers to any EHR with an API. The first call establishes what your EHR exposes and what the honest integration shape is.
- How long does an EHR integration take?
- A single well-defined workflow (say, admission to chart) typically ships in weeks, not quarters. The audit scopes it precisely and prices it fixed before we start.
- What happens when the integration breaks at 2 AM?
- It alerts us, not your staff, and it buffers instead of dropping. Failures queue and retry; nothing disappears silently. That behavior is designed in from the start, and it is the difference between integration and hope.
The Salesforce + AI Audit
Find out what your integration should look like, before you build it.
- You leave with
- An integration-shape recommendation for your EHR
- API, access, and system-of-record risks to verify
- A prioritized roadmap with a fixed quote