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Case study · US mental health services provider

A digital front door to care, built on Salesforce Health Cloud.

Health CloudPatient portalTelehealth
87%

reduction in time to first appointment

65%

increase in patient capacity

NPS 78

patient satisfaction score

The client

A mental health services provider expanding telehealth to remote and underserved patients, on Salesforce Health Cloud.

The problem

Booking an appointment meant a phone call during business hours. Patients had no self-service way to check records, message a provider, or manage prescriptions, and administrative work ate into clinical time.

What we built
Sketch: stethoscope whose tube traces a heartbeat line

Smart scheduling

AI-assisted provider matching with instant calendar sync, replacing the phone-only booking process.

Patient health records

Secure real-time access to records and visual progress analytics.

One-click telehealth

Video consultations with no downloads required, built into the same portal.

Secure messaging

HIPAA-compliant async communication between patients and care teams.

Prescription management

Digital refill requests routed directly to pharmacies.

Payment hub

Transparent billing with upfront cost estimates.

Stack
Salesforce Health CloudAWS ConnectSAML/IDP FederationDigital Engagement
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