Salesforce Use Cases

Check out the ways Salesforce solves use cases across the healthcare, life sciences, and medical device industries.

Use Case

AI Assisted Appointment Scheduling

Learn why providers are turning towards autonomous agents like Agentforce to assist with multi-step appointment scheduling.

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Use Case

HIPAA Compliant LinkedIn Ads

See how healthcare companies can use Salesforce Data Cloud to make their LinkedIn Ads HIPAA-compliant.

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Use Case

IDP healthcare with Mulesoft

Learn how hospitals make vast amounts of data from emails, faxes, contracts, and clinical notes actionable with IDP for healthcare.

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Use Case

AI Medical Transcription

Learn how healthcare companies are using AI medical transcription to improve data accuracy and eliminate manual processes.

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Use Case

HIPAA Compliant Bing Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Bing Ads HIPAA compliant.

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Use Case

Home Health EVV

Discover how electronic visit verification (EVV) solutions help home health providers comply with a crucial provision of the 21st Century Cures Act.

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Use Case

Mobile Patient Management

Learn how mobile patient management empowers caregivers to deliver exceptional care in the field with Salesforce Mobile.

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Use Case

Service Line Optimization

Learn how to grow your most profitable service lines with the right patients on the Salesforce platform

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Use Case

Patient Service Expansion

Learn how dental clinics are breaking through limited resources and fragmented architecture with Salesforce Marketing Cloud and Data Cloud.

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Use Case

Match Exception Resolution

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Contract Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Supplier Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Medical Item Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Revenue Cycle Management

In order to streamline revenue operations, providers must optimize the claims process, manage denials, and develop payment plans.

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Use Case

Appeals and Grievances Management

The complaints, appeals, and grievances (CAG) management use case increases productivity, builds member loyalty, and ensures compliance with the CMS.

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Use Case

Utilization Management

The utilization management use case guarantees the involvement of all parties - providers, payers, and members - in ensuring timely and appropriate treatment.

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Use Case

Provider Recruitment

Learn how Salesforce can be used by recruiters and on-boarders throughout the provider recruiting process.

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