Care Team Collaboration with Salesforce

The Problem

Healthcare technology is more advanced than ever. However, communications are lagging, especially with the extended care team.

Siloed Data

Platforms across the healthcare tech stack are disconnected. Still, platforms like EHRs, scheduling tools, and specialty care systems all hold valuable data. But when it’s not connected, it’s not building complete patient profiles. Clinicians must bounce between multiple systems to see labs, imaging, and prescriptions. What’s the result? Missed updates, missed treatments, and delays in care.

Even worse, care team members lack clarity on their roles and responsibilities. Patients may take duplicate tests, face gaps in care, or not know who to contact for support.

Fragmented Communication

Pagers, texting, and emails…is this the 90s? Or is it healthcare? Sometimes it’s hard to tell. Not only do outdated technologies create compliance concerns, but they inevitably lead to delays in care. What’s the outcome? Clinical team members struggle to reach each other quickly, messages are misinterpreted (or become out of date) over email, and case managers waste time manually coordinating care.

Care Gaps

Is your patient in outpatient, inpatient, rehabilitative, specialty, or home care? In today’s healthcare system, they might be in all of them. Patients often move between various care settings, but the transition between each is usually not well coordinated. Why? It includes discharge summaries, communication between specialists, and discharge instructions.

Discharge summaries are an administrative hurdle. They can take time to type up manually…and delays mean they might not reach the next care provider in time. This can result in poor medication management, missed follow-ups, and further delays in proper care.

The Solution

The Salesforce platform isn’t just one tool…it’s a connected suite that unifies data, bridges care gaps, connects caregivers, and automates manual processes.

Salesforce Health Cloud builds complete patient profiles from EHRs, specialty clinical systems, scheduling tools, and other healthcare platforms. It gives every care team member secure access to unified patient records that update as things change, including treatments, medical histories, and other notes. Data can be represented in various ways, whether on a patient card or in more robust dashboards that track key health metrics like vitals, medication adherence, or labs. Role-based permissions, consent management, and audit trails ensure that only authorized care team members can access sensitive data.

Care team members can securely communicate within the platform in one central place. Conversations don’t get lost between phone calls, emails, and texts… they receive immediate alerts for critical updates, such as abnormal tests, sepsis warnings, or readmissions.

Health Cloud can display patient data differently depending on each care team member's role. Contextual data gives members quick access to the data they need most, making it easier to assign the right care team members the next steps.

Health Cloud’s workflow engine sets reminders based on tasks for each care team member. Workflows ensure that follow-ups, tests, and referrals never slip through the cracks between care team members.

The Results

Salesforce Health Cloud helps care teams collaborate with unified patient data that keeps everyone in sync. By integrating EHRs, specialty clinical systems, and other healthcare platforms, Health Cloud provides a complete, real-time view of patient information in one secure place. Care team members can collaborate within the platform, receiving instant alerts for critical updates and accessing role-specific data. Automated workflows ensure follow-ups, tests, and referrals are completed on time, preventing gaps in care. The results? Healthier communication and healthier patients.