Salesforce for healthcare and medical organizations

Where we fit

Paula's background includes healthcare marketing and data work, from independent practices to enterprise scale. In healthcare, our work sits on the marketing, engagement and data side: provider relationships, patient and member communications, and getting the data behind them into shape. We do not implement clinical systems, and we do not offer Health Cloud as a product line.

How we approach it

The right starting point depends on the systems you already have and where the gap is. Typical work in this sector:

• Provider and referral relationships. CRM and engagement for the physicians, practices, brokers and partners that send and receive referrals.
• Patient and member communications. Reminders, education and outreach in Marketing Cloud Engagement, with consent and communication preferences respected.
• Marketing data in Data 360. Bringing marketing and engagement data together where that helps. Data 360 is not a fix for duplicate records in clinical systems, and we do not position it as one.
• Privacy designed in. Access controls, consent handling and data minimization are part of the design from the start. HIPAA compliance depends on your organization's policies, agreements and configuration as a whole, so we work alongside your compliance team rather than claiming any setup makes you compliant.

Starting point

A 30-minute discovery call. We will look at where your Salesforce and data stand today, tell you honestly whether this is work we are the right people for, and name the two or three fastest wins we can see.

Common questions

Is Salesforce HIPAA compliant?

Salesforce offers services that are eligible for use with protected health information under a Business Associate Agreement (BAA). Whether your organization is compliant depends on which services that agreement covers, your policies and how the platform is configured, so we design alongside your compliance team and do not claim any setup makes you compliant.

Do you implement Health Cloud or clinical systems?

No. Our healthcare work sits on the marketing, engagement and data side: provider and referral relationships, patient and member communications, and the data behind them. We do not implement clinical systems or offer Health Cloud as a product line.

Can Marketing Cloud Engagement send patient reminders and education?

Yes, reminders, education and outreach are typical uses, with consent and communication preferences respected. What information a message may contain depends on your agreements and policies, so we design communications to carry no more than they need to.

Can Data 360 fix duplicate patient records?

Not in clinical systems, and we do not position it that way. Data 360 can bring marketing and engagement data together into one profile where that helps outreach, while the clinical record stays in the system that owns it.

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