Salesforce Health Cloud for Healthcare & Insurance Providers

Transform Patient Experience, Case Management, and Compliance with a Single Connected Platform

Why Healthcare Providers, Insurers & Payers Are Choosing Salesforce Health Cloud

In a highly regulated and patient-centric industry like healthcare, organizations across the USA face growing challenges:

  • Disconnected patient and provider communication

  • Long, manual intake and claim processes

  • Fragmented data across EHR, billing, and insurance platforms

  • HIPAA compliance and privacy concerns

  • Difficulty coordinating care across teams, departments, and partners

Salesforce Health Cloud brings it all together.

With intelligent automation, secure communication, and personalized care coordination, Health Cloud empowers your teams to put patients and members at the center of every interaction—without sacrificing operational efficiency or data security.

Disconnected Patient/Provider Communication

Traditional systems fail to provide real-time, two-way engagement. Health Cloud enables unified communication via mobile apps, portals, and contact centers—keeping everyone aligned on diagnoses, appointments, and treatments.

Long Intake & Claim Processes

Paper-based forms and siloed data slow down onboarding and insurance approvals. With OmniStudio and Health Cloud, organizations automate intake workflows, eligibility verification, and pre-authorization processes, reducing delays by days.

HIPAA Compliance & Secure Data Handling

Salesforce Health Cloud is built with HIPAA, HITRUST, and GDPR compliance in mind, offering encrypted communication, access control, audit trails, and secure patient record storage.

Complex Group Insurance & Benefits Management

Managing member plans, claims, and communications across large group policies becomes seamless with integrated insurance data, benefit portals, and workflow automation within Salesforce.

Lack of Integrated Care Coordination

Disjointed systems make it hard to track care plans, medication, referrals, and outcomes. Health Cloud provides a unified patient profile and care timeline accessible across clinicians, insurers, and case managers.

Manual Document Processing

Reduce operational bottlenecks with intelligent document automation. From claims and ID verification to discharge summaries and prior authorization letters—Health Cloud extracts, classifies, and routes documents with AI-powered workflows.

Overloaded Contact Centers

Enable your care agents to do more with less. Using Salesforce Service Cloud for Health, healthcare contact centers benefit from 360° patient views, SLA tracking, knowledge articles, chatbot support, and automated ticket routing.

Key Features of Salesforce Health Cloud for the Healthcare Industry

  1. Patient 360 View -Unified record of clinical, behavioral, social, and insurance data

  2. Care Team Collaboration-Enable secure collaboration among PCPs, specialists, nurses, and insurers

  3. Member Portals-Self-service tools for appointment scheduling, claim status, ID cards, and care plans

  4. OmniStudio for Intake-Digitized forms, guided workflows, and eligibility checks

  5. Intelligent Automation-Automated prior authorizations, reminders, and renewals

  6. Contact Center Integration-Empower reps with contextual data, history, and secure messaging

  7. AI-Powered Recommendations-Predictive care insights, risk stratification, and next best actions

Who It’s For

  • Hospitals & Health Systems

  • Group & Individual Health Insurers

  • Specialty Clinics & Behavioral Health Providers

  • Managed Care Organizations (MCOs)

  • TPAs & PBMs

  • Government & Medicaid Plans

  • Wellness & Preventive Care Networks

What Results Can You Expect?

Improvement with Health Cloud

  1. Patient Intake Time -↓ 40–60% faster onboarding

  2. Claim Processing Time↓- 30% reduced turnaround

  3. Agent Call Resolution-↑ 45% improvement with unified data

  4. HIPAA Compliance Readiness - 100% audit-ready infrastructure

  5. Patient Satisfaction (CSAT)-↑ +25% through real-time engagement

  6. Care Team Productivity - ↑ +35% with coordinated tasks and automation

Secure. Scalable. Compliant.

Health Cloud is built on the Salesforce platform, with best-in-class architecture for:

  • HIPAA and HITRUST compliance

  • Role-based access control

  • Secure messaging and document exchange

  • System audit logging and consent management

  • Integration with EHRs, claims platforms, and legacy systems via MuleSoft

🤝 Why Choose Lakebridge as Your Salesforce Health Cloud Partner?

At Lakebridge, we specialize in Salesforce implementation and optimization for the healthcare and insurance industries. Our services include:

  • Health Cloud deployment and onboarding

  • Integration with EHRs, claims, and benefits platforms

  • Custom patient/member journey design

  • OmniStudio-based intake and care workflows

  • AI-powered document and claim automation

  • Contact center enablement with Salesforce Service Cloud

📞 Ready to Modernize Patient & Member Engagement?

Let’s build a smarter, more connected healthcare experience.

🔹 Schedule a Free Health Cloud Strategy Call