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Case study · US mental health services provider

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

A mental health services provider expanding telehealth to remote and underserved patients, 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 challenge

What wasn't working.

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.

The build

What we built.

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.

The stack

Built with.

Salesforce Health CloudAWS ConnectSAML/IDP FederationDigital Engagement
Your turn

Have a system that's holding you back?

Walk us through it. We'll tell you what we'd build, what we'd keep, and what it would take.

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