Health Cloud case study: HIPAA-aware patient intake
This Health Cloud case study shows how ForceFolks connected patient intake and follow-up across 42 clinics. Health Cloud used Epic clinical data, while Service Cloud managed follow-up work. Intake time fell from 40 minutes to under 20, and care-coordinator adoption reached 91% within 30 days.
Key takeaways
- Health Cloud connects to Epic through HL7/FHIR APIs for patient intake and care coordination.
- Service Cloud handles follow-up tasks, while Salesforce Shield supports data protection.
- The project reported 50% shorter intake time and 91% care-coordinator adoption across 42 clinics.
- The 5-month engagement included project-specific compliance verification, not a guarantee for every later change.
Health Cloud case study: the 42-clinic project
| Attribute | Detail |
|---|---|
| Salesforce partner | ForceFolks |
| Industry | Healthcare & Life Sciences |
| Company size | Enterprise: $500M revenue, 4,000 employees |
| Salesforce products | Health Cloud, Service Cloud, Salesforce Shield |
| Services provided | Healthcare Data Architecture, Compliance Optimization, Healthcare Automation |
| Systems integrated | Epic Systems EMR, MyChart API, DocuSign Healthcare, Imprivata identity |
| Delivery model | Enterprise Healthcare Architecture & Compliance Pod |
| Team | 1 Healthcare Solution Architect, 1 Security & Compliance Specialist, 2 Salesforce Developers, 1 Health Cloud Administrator |
| Timeline | 5 months to compliance verification |
How ForceFolks built HIPAA-aware patient intake
The network needed connected intake records without replacing its medical record system. ForceFolks combined Epic integration, controlled access and tracked follow-up work.
[Patient referral] → [Health Cloud intake and access controls] ↔ [Epic HL7/FHIR records] → [Care plans and Service Cloud follow-up]
- Digital referrals enter the intake process with Salesforce Shield encryption controls.
- Health Cloud creates Account and Contact records using the healthcare data model.
- HL7/FHIR APIs retrieve clinical profiles and history from Epic Systems EMR.
- Intake coordinators assign care plans and tasks to the relevant care teams.
- Service Cloud schedules follow-up contacts and assessments.
- Tracking dashboards record privacy updates for the compliance review.
Measured results
- Adoption: 91% care-coordinator adoption across 42 clinics within 30 days.
- Compliance: the project reported a 100% result in its independent HIPAA and internal compliance audit. This is a project result, not an ongoing legal guarantee.
- Cycle time: reported patient-intake time reduction of 50%, from 40 minutes to under 20.
- Cost: administrative coordination costs down 15% via automated scheduling.
- Time-to-value: measured workflow improvements within 90 days of go-live.
- Accuracy: 100% clinical-data mapping accuracy across FHIR and Health Cloud fields.
Health Cloud patient intake: project questions
What privacy controls did this Health Cloud project use?
ForceFolks applied Salesforce Shield encryption, access controls and privacy tracking in this project. The published case reports a 100% result in an independent HIPAA and internal compliance audit. That result describes the reviewed implementation; software alone does not guarantee ongoing compliance.
How does Salesforce Health Cloud integrate with an Epic EMR?
ForceFolks used HL7/FHIR APIs to read clinical profiles and history from Epic. The project reported 100% mapping accuracy between the FHIR data and Health Cloud fields. Health Cloud handled intake and care plans without replacing the medical record system.
Can Health Cloud and Service Cloud work together for patient intake?
In this ForceFolks project, Health Cloud handled intake and care plans while Service Cloud managed follow-up. The 42-clinic network reduced intake time from 40 minutes to under 20.
Related services and case studies
Map patient intake before connecting more systems
Share the intake steps, clinical systems and access requirements your team must support. ForceFolks can scope the integration and controls with your clinical and compliance owners.