Patient & member 360
The Health Cloud data model implemented deliberately: person accounts, care relationships, clinical and non-clinical data side by side, and a timeline view that gives every team the whole patient without opening four systems.
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Salesforce Health Cloud
Every department knows the patient. No system knows the whole patient.
The EHR knows the encounters. The call center knows the complaints. The care team knows the plan. Health Cloud earns its license cost when those become one record with workflows on top: intake, care coordination, and service that doesn't start with "can you verify your information again?"
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one, with a compliance posture built in from day one.
Sound familiar?
The data exists. The coordination doesn't.
Intake is a fax machine with extra steps.
Referrals arrive by phone, fax, and portal, and get re-keyed into three systems.
Care coordination lives in spreadsheets.
Care plans exist on paper; tasks, owners, and follow-ups live nowhere.
The contact center can't see the clinical context.
So every call is longer than it needs to be and escalations are guesswork.
Provider data is wrong everywhere.
Network directories, referral routing, and credentialing data disagree with each other.
Compliance slows every project to a crawl.
Because nobody trusts the last vendor's security model, every change becomes a committee.
The build
Patient 360 with workflows on top. Built for a regulated environment.
Intake & referral management
Digital intake, referral capture and routing, eligibility triage, and queue management. The fax-and-rekey pipeline replaced with one auditable flow from referral to first appointment.
Care plans & care coordination
Care plan templates, problems and goals, task generation and assignment across care team roles, and the follow-up cadences that make a plan a process instead of a document.
Care team & household modeling
Care teams with defined roles and access, caregiver and household relationships, and provider relationships modeled so coordination reflects how care actually happens.
Provider network management
Provider data model, facility and practitioner relationships, specialties and locations, and search, so referral routing and directories run on data that's actually maintained.
Utilization management & authorizations
Intake-to-decision workflows for prior authorization and utilization review: request capture, clinical documentation checklists, determination tracking, and turnaround-time reporting.
Contact center for healthcare
Service console with patient context, verification flows, case management for inquiries and grievances, and omni-channel routing, so the contact center works from the same record as the care team. Service Cloud →
EHR & systems integration
Integration architecture for EHR and ancillary systems: HL7v2 and FHIR-based patterns, identity matching strategy, and deliberate decisions about what syncs, what's referenced in place, and what stays in the EHR. Designed before configuration starts.
Consent, privacy & compliance posture
HIPAA-aligned architecture: Shield platform encryption, event monitoring, field audit trail, consent and communication-preference tracking, and a sharing model designed around minimum necessary access. Documentation generated automatically on every change, so your compliance team gets evidence instead of assurances.
Patient & provider portals
Authenticated experiences for patients (appointments, care plan visibility, forms, secure messaging) and providers (referral submission and status) on Experience Cloud. Experience Cloud →
Analytics & program reporting
Care gap tracking, program enrollment and outcomes, referral conversion, and operational dashboards, plus the weekly written delivery report every engagement includes.
Month one
While the committee schedules kickoff, your patient record takes shape.
- Week 1
Embedded & delivering.
DAISA maps your data model, integration surface, and security posture. Backlog prioritized with clinical and operational leadership. First fixes in production.
- Week 2
The record takes shape.
Patient 360 model validated against real scenarios, identity matching strategy set, and the first intake or coordination workflow in build.
- Week 3
Workflows live.
Intake, care plans, or contact center flows shipping to a pilot group. Documentation and audit trail generated as we build.
- Week 4
Executive review.
Everything shipped, everything found, and a 90-day roadmap your compliance team can read as easily as your board.
The guarantee
The only Health Cloud engagement with a refund behind it.
You tell us the results you need: referral turnaround, care gap closure, call handle time, intake cycle time. We value each one together and write a monthly floor of finished results into the contract. A floor, not an estimate. Cash back if we miss. No change orders, ever.
A floor, not an estimate.
In the contract before we start.
Cash if we miss.
Same percentage of fees back that we missed by. Cash, not credits.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
Related clouds
Keep going.
Same delivery model.
FAQ
Straight answers.
Before the briefing.
Will you sign a BAA and work inside our compliance requirements?
Yes. A compliance-first posture is the default on healthcare engagements: encryption, audit trails, minimum-necessary sharing, and automatically generated documentation your security and privacy teams can review as evidence.
Does Health Cloud replace our EHR?
No, and anyone who implies it does is selling you a problem. The EHR stays the clinical system of record; Health Cloud is the engagement and coordination layer. The craft is in the integration architecture: what syncs, what's referenced, what stays put.
We're payer / provider / med device / pharma services. Does the model fit?
Health Cloud's data model flexes across all of them: member services and UM for payers, care coordination and intake for providers, patient support programs for life sciences. The implementation decisions differ; the delivery approach doesn't.
How long does this take in a regulated environment?
First production releases in week one, because governance is built into how we deliver rather than bolted on as a review phase. Focused builds run weeks; a full patient 360 with EHR integration fits a sequenced 6 to 12 week Launch.
What does it cost?
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month to enterprise coverage. See the calculator →
Your patients repeat their story at every handoff. Ending that starts with a 30-minute briefing.
Bring us your intake volume and your systems map. We'll show you what a Health Cloud POD ships in month one and put a delivery floor on paper.