Healthcare and life sciences run on data, and the regulatory bar for handling that data correctly is the highest of any industry we serve. The organizations winning have built HIPAA-aware Salesforce implementations, deployed AI agents that respect PHI boundaries, and built care coordination platforms that actually work for patients and providers.
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Healthcare & Life Sciences Accredited Partner, and a Salesforce Consulting Partner since 2017.
Health Cloud implementations with proper PHI segregation, audit trails, BAAs in place, and AI deployments that respect data classification.
Production AI agents with proper data classification, PHI handling, and audit trails, built to pass HIPAA security audits.
Proven integration patterns for Epic, Cerner, Athena, and Allscripts, with proper FHIR/HL7 handling and clinical data governance.
Unified care coordination across providers, payers, and patients with proper workflow design and AI-augmented intake.
Structured RWE capture from clinical, claims, and patient-reported sources, built for regulatory submission and commercial use.
Claude-powered prior auth pre-screening, documentation assembly, and payer-specific workflow automation.
The technology and process challenges that come up in nearly every engagement we run in this industry.
AI in healthcare can be transformative, but only with the right governance, data handling, and human-in-the-loop design. Generic AI deployments fail audits.
Epic, Cerner, Athena, every EHR integration is hard. The ones that work are intentionally architected, not glued together.
Patients receive care across health systems, payers, specialty providers, and digital tools. Coordinating that effectively is hard.
Life sciences companies need infrastructure for clinical trial recruitment, eligibility screening, consent management, and ongoing engagement.
Life sciences companies need to capture real-world evidence systematically, and most do not have the data infrastructure to do it.
Provider organizations lose revenue to prior auth complexity. Better workflow and AI dramatically reduce write-offs.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
PHI handling, minimum necessary access, audit logging, BAA management, and breach notification workflows.
Electronic records and signatures compliance for FDA-regulated workflows including clinical and quality systems.
HCP transfer-of-value tracking, aggregate spend reporting, and CMS submission workflows.
Good Practice compliance for clinical, laboratory, and manufacturing operations with validated systems.
EU patient data handling, lawful basis documentation, and cross-border transfer workflows.
Regulatory submission workflows, eCTD preparation, and inspection-readiness evidence.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Care coordination, patient engagement, member service, and provider portal infrastructure.
Trial recruitment, eligibility screening, patient engagement, and research operations platforms.
Salesforce + Veeva-style HCP engagement, Speaker Bureau, sample disposition, Sunshine Act compliance.
Prior authorization, claims management, denials management, and revenue cycle automation.
HIPAA-aware AI deployments, care navigation, documentation, prior auth, and clinical decision support.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Healthcare and life sciences diagnostic engagements with proper HIPAA scoping.
Validated implementations for Health Cloud, EHR integrations, or AI deployments.
Ongoing administration of healthcare platforms under HIPAA compliance.
Senior healthcare technology leadership with regulatory experience.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
Our blueprint for connecting EHR data via FHIR into Salesforce Health Cloud for care coordination, patient outreach, and operations.
A framework for compliant, personalized HCP and patient communication across channels, built for life sciences and provider organizations.
A reference design for CAPA, deviations, change control, and complaint workflows that holds up to FDA inspection.
Our approach to capturing, validating, and reporting HCP transfers-of-value across the enterprise for Sunshine Act / Open Payments compliance.
The Salesforce products and services we use most with health & life sciences clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How to implement Health Cloud: phases, data model decisions, what providers, payers and life sciences teams build first, EHR and claims integration, HIPAA controls, consent and effort drivers.
Read the full post →A fast-growing synthetic-DNA manufacturer used Service Cloud, Agentforce, and MuleSoft to absorb rising support volume without adding headcount.
Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Health Cloud is designed for patient and member relationships, care coordination and provider networks, making it the usual fit for providers and payers. Life sciences companies often need Service Cloud for patient support programs and inquiries, with Experience Cloud for patient or partner portals. Some organizations start on Service Cloud and add Health Cloud later. We choose based on whether your core record is a patient, a member, a healthcare professional or a commercial customer.
EHR integration should move only the clinical and scheduling data the Salesforce workflow actually uses. Most modern integrations rely on FHIR APIs, with HL7 feeds still common for older systems, and middleware such as MuleSoft managing transformation and error handling. We agree with clinical and compliance stakeholders on the minimum data set before building, since pulling a full chart into the CRM expands risk without improving care coordination.
If you are a covered entity or business associate storing protected health information in Salesforce, you need a business associate agreement with Salesforce and should confirm which services it covers. Configuration matters as much as the contract: minimum necessary access, encryption, audit logging, and Salesforce Shield where appropriate. AI features need the same review, including whether PHI can reach a given model. Your privacy officer should confirm scope, since this is a consideration list rather than legal advice.
Yes, when the agent's scope is narrow and escalation to a person is clear. Good early candidates are scheduling, order and shipment questions, and product information drawn from approved knowledge articles. A biotech company we worked with used Service Cloud and Agentforce, and the AI agent produced send-ready draft responses for 30% of question-type cases. Clinical questions and adverse event reports should route to qualified staff, never to the agent alone.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
Which U.S. metros depend most on this industry? See the ranking in our U.S. Salesforce market report, built from Census and BEA data.
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