Salesforce Experience Cloud makes dental health care more accessible than ever.

Dental clinics face unique care delivery challenges related to administrative staffing shortages, coverage issues, and the high cost of care. They need a way to increase administrative efficiency, reduce confusion around eligibility, and engage patients.

Many of these challenges can be solved by offering patients self-service options through a dedicated patient portal.


Administrative staffing shortages, confusion related to patient eligibility, and disengaged patients


A patient portal powered by Salesforce Experience Cloud


Less administrative burden, lower costs, and higher patient engagement

Solving the Use Case


With the right configuration, Salesforce Experience Cloud can be configured to give dental clinics a powerful portal to engage their patients. Portals help patients schedule appointments, manage their dental care, interact with their hygienist, and more.

Let's work towards solving this use case with Salesforce Experience Cloud.

First, we need to define the personas, permissions, and roles who will be using the portal in Experience Cloud. These roles fall into two main categories – clinical and patient. They include:

Roles and permissions depend on the type of dental clinic and the services they offer. For instance, tailored portals could be created for general dentistry, cosmetic, periodontal, or pediatric.

Security Configuration

Dental portals contain sensitive PHI, so we typically set up platform, application, network, and infrastructure controls that ensure security and compliance.

Salesforce Shield enables event monitoring, platform encryption, and field audit trails

Application Services
Two-factor authentication, single sign on (SSO), user roles, permissions, and field security

Network Services
Encryption, detection of threats, firewalls, and IP restrictions

Infrastructure Services
Backup services, disaster recovery, third-party certifications, and threat audits

Dental Care Data Model

Dental clinics have unique challenges when recruiting patients, delivering care, and engaging post appointments. The object model we configure varies for each model, including general, cosmetic, prosthodontics, or other dentistry types. For the most basic dental portal implementation, we configure a data structure that resembles the relationships between clinical staff, patients, and their dental health histories.

The most basic object model looks something like this:

By creating object relationships between patients, dental care teams, dental care plans, and appointments, we create a variety of self-service functions in the patient facing portal. Features of the dental portal include:

These portal features allow patients to take control of their dental care without burdening administrative staff. This leads to more highly engaged patients, and better oral health.

Increased Patient Satisfaction

Improved Oral Health Outcomes

Less Administrative Burden

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