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HEALTH CARE IS PERSONAL. YOUR TECHNOLOGY SHOULD BE TOO

Data silos shouldn't stand between a patient and their provider. Salesforce Health Cloud is designed to unify the clinical and the human - but only if it’s architected to speak the language of care. Mountainise transforms your CRM into a Patient 360 Command Center, connecting EHR data, social determinants, and care plans into one seamless journey that improves outcomes and reduces clinician burnout.

HEALTH CARE IS PERSONAL. YOUR TECHNOLOGY SHOULD BE TOO

Data silos shouldn't stand between a patient and their provider. Salesforce Health Cloud is designed to unify the clinical and the human - but only if it’s architected to speak the language of care. Mountainise transforms your CRM into a Patient 360 Command Center, connecting EHR data, social determinants, and care plans into one seamless journey that improves outcomes and reduces clinician burnout.

Why Health Cloud with Mountainise? Because Care is a Team Sport.

01

We bridge the gap between "Clinical Records" and "Human Relationships."

02

Certified Architects who live and breathe HIPAA, FHIR, and HL7 integration.

03

Automated Referral Management that ensures no patient falls through the cracks.

04

We’ve integrated more complex health data for different business use cases.

salesforce health cloud consultant

The Care Architects:
Bridging High-Humanizing the Patient Journey

In healthcare, a delayed follow-up or a missed lab result isn’t a “technical error” – it’s a barrier to recovery. At Mountainise, based in the health-tech hub of San Francisco, we build Health Cloud environments that provide a Whole-Person View. We don’t just “install” software; we architect ecosystems where care coordinators, doctors, and families stay in sync. From managing chronic diseases to streamlining surgical intake, we make your organization more agile, more compliant, and significantly more empathetic.

Our Health Cloud "Vital" Services
(Use-Case Focused)

We solve the specific friction points that plague modern healthcare systems. We handle the heavy technical lifting so your team can focus on the patient.

The Unified Patient 360

Stop hunting through legacy EHR screens. We aggregate clinical data, insurance info, and lifestyle factors into one "Patient Card." See everything - from recent vitals to transportation barriers - at a single glance.

Referral Excellence & Leakage Control

Referrals are the lifeblood of a health system. We automate the intake and outbound process, ensuring specialists receive high-quality data and patients get scheduled faster, keeping care within your network.

Intelligent Care Coordination

Healthcare doesn't happen in a vacuum. We configure collaborative Care Plans that allow nurses, social workers, and specialists to assign tasks and track progress against clinical goals in real-time.

Patient Access & Digital Front Door

The "experience" starts before the waiting room. We build secure Experience Cloud portals where patients can self-schedule, chat with care teams, and view their health goals without the phone tag.

MedTech & Life Sciences Commercialization

For device and pharma teams, we bridge the gap between "Trial" and "Treatment." We track the entire lifecycle of medical assets, manage provider relationships, and ensure surgical support is always on site.

Compliance, Shield & Cyber-Resilience

PHI is the most sensitive data on earth. We implement Salesforce Shield for advanced encryption, audit trails, and event monitoring, ensuring you exceed HIPAA and HITRUST requirements.

salesforce health cloud implementation

Sectors we’ve revitalized for the modern patient

  • Health Systems: Unifying multi-facility data into a single regional care network.
  • MedTech & Life Sciences: Managing the journey from clinical trials to the operating room.
  • Payers & Insurance: Humanizing member enrollment and speeding up prior auths.
  • Specialty & Chronic Care: Scalable platforms for Oncology, Cardiology, and Behavioral Health.
  • Home Health & Hospice: Connecting mobile clinicians with centralized care coordination.

The Health Cloud Arsenal: Every Tool in the Lab

Better visibility leads to better outcomes. We provide the laboratory for your organization to scale without losing the personal touch.

01Patient Timeline & Health Canvas
  • A chronological “Story” of the patient’s journey – medications, labs, and encounters.
  • Visual alerts for “Care Gaps” (e.g., overdue screenings or missed immunizations).
  • Seamless integration with IoT and wearables for remote patient monitoring.
  • One-click visualization of the patient’s household and support network.
02Care Programs & Goal Management
  • Customized clinical pathways for chronic conditions (Diabetes, COPD, Heart Failure).
  • Automated task triggers for the entire multidisciplinary team.
  • Patient-facing milestones that encourage adherence and self-care.
  • Real-time monitoring of social determinants (SDOH) like housing and food security.
03Advanced Referral Mapping (Provider Relationship Management)
  • Track the “Leakage” points where patients are leaving your network.
  • Rank and reward your highest-quality referring physicians.
  • Secure provider-to-provider messaging for complex co-management.
  • Digital “In-Basket” for faster prior authorizations and document routing.
04Social Determinants of Health (SDOH)
  • Identify non-clinical barriers (transportation, financial) that impact recovery.
  • Connect patients directly to local community resources within the CRM.
  • Whole-person risk scoring to identify high-risk individuals before readmission.
  • Targeted wellness campaigns based on environmental and social risk factors.
05MedTech & Surgical Support
  • Inventory and asset tracking for high-value medical devices and implants.
  • Automated safety alerts and recall management workflows.
  • Provider portals for ordering samples and viewing technical education.
  • Field service integration for medical technicians and equipment maintenance.
06Agentforce for Health: The AI Care Navigator
  • Deploy autonomous agents to handle 24/7 appointment scheduling and symptom FAQs.
  • Scale your “Member Services” without increasing administrative overhead.
  • AI-driven “Next Best Action” for clinicians (e.g., “Order Lab” or “Verify Insurance”).
  • High-security AI execution that is strictly bounded by clinical safety protocols.

The Mountainise Method (The Path to Outcomes)

We don’t just “go live.” We make sure you go “up.”

Salesforce Health Cloud

01

The Workflow Audit

We shadow your care coordinators and clinicians to find the "clicks that kill" - the manual tasks that drain their time and empathy.

02

The Continuous Care Loop

Healthcare is always evolving. We stay with you to refine your care plans, update your AI triggers, and ensure your platform stays ahead of the next regulatory shift.

03

The Clinical Blueprint

We design a Health Cloud architecture that mirrors your actual clinical workflows, not a generic software template.

04

The Provider Enablement

We don't just hand over a login. We conduct training that shows your staff exactly how Health Cloud makes their workday easier and their patients safer.

05

The Integration Sprint

We handle the heavy lifting of FHIR/HL7/EHR integrations (Epic, Cerner, etc.). We ensure your data flows securely and accurately.

Our Trusted Client

The modern org chart was originally inspired by the dynasties of the Industrial Age and their need to

READY TO CLOSE THE CARE GAP?

If you’re tired of “hoping” your care coordination is working, it’s time to build a system that guarantees it. Let’s turn your Salesforce Health Cloud into your organization’s most vital asset.

Salesforce Health Code

Client Testimonials

Hear from our satisfied clients about how our Salesforce services transformed their operations and customer relationships.

Resources

A Mountainise guide of maximizing lead engagement with Salesforce
Salesforce dashboard

Crownpeak is a provider of digital experience management solutions and it offers multiple products to help businesses manage their digital presence. The company’s range of services, called “product service interest,” is designed to meet the varying needs of its clients. Despite this comprehensive suite, Crownpeak faced challenges in maximizing engagement with leads once they turned into Marketing Qualified Leads (MQLs).

Ready to Elevate Your Salesforce Experience?

The only thing stopping you from achieving success with Salesforce is a leap of digital architectural faith. Plan, build, optimize, and enhance your salesforce ecosystem with Mountainise.

Frequently Asked Questions

Salesforce Health Cloud is a healthcare-focused CRM that helps manage patient relationships and care coordination. It is not an Electronic Health Record (EHR) system and is not designed to replace one.

Instead, it works alongside EHR systems by combining clinical and non-clinical data from multiple sources like EHRs, billing systems, and wearable devices into a unified patient view.

Care coordination in Salesforce Health Cloud provides care teams with a real-time, shared view of a patient’s care plan, goals, and tasks.

It enables collaboration across providers, automated alerts for appointments or milestones, and better visibility into patient progress.

Yes, Salesforce Health Cloud is widely used by healthcare payers for member management, care coordination, and utilization management. It helps reduce operational silos and improves response times for member services and claims-related processes.

Salesforce Health Cloud improves patient engagement through tools like appointment reminders, follow-up messaging, and personalized health education.

It also supports proactive care through AI-driven insights, wearable data integration, and real-time patient dashboards.

Agentforce in Salesforce Health Cloud helps automate routine healthcare tasks such as appointment scheduling, eligibility checks, and patient inquiries.

It also supports care teams by surfacing risk insights and identifying patients who may need proactive outreach.

Salesforce Health Cloud can be used without Data Cloud if patient data is stored within Salesforce and a connected EHR.

However, Data Cloud is recommended when patient data is spread across multiple systems, as it unifies and standardizes data for better insights.

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