Salesforce Health Cloud Consulting Services

Connected Care Starts With Connected Data

Providus is a certified Salesforce Health Cloud consulting company helping healthcare providers, health plans, and life sciences organizations unify clinical and non-clinical data, streamline care coordination, and deliver more personalized patient and member experiences, all within a HIPAA-compliant Salesforce environment.

Choose an option to see how Providus solves your unique challenge:

Certified Salesforce Teams
With Deep Industry Expertise

Patient Data Exists. But Why Is It Living in Different Systems?

In most healthcare organizations, crucial data that is required to be readily available is often scattered across an EHR, a care management platform, a payer claims system, a separate member portal, and a spreadsheet that the team maintains because nothing else connects them all.

Prior authorization is one of the most administratively expensive workflows in healthcare. But it’s also one of the most prone to failure when it lives outside the clinical system. When prior authorization requests are tracked in a separate platform or managed through email chains, approvals are delayed, treatment is postponed, and staff time that should go to patient care disappears into coordination overhead.

Life sciences companies managing patient support programs, hub services, and specialty pharmacy coordination operate under compliance pressure. Consent management, HIPAA authorization tracking, adverse event reporting workflows, and specialty distribution coordination all need to be configured with the right data visibility and security controls, Salesforce Shield encryption, and audit trail requirements.

Explore How Our Salesforce Health Cloud Solutions Enable Better Care…

How Our service Helps

What the Right Salesforce Health Cloud Consulting Partner Delivers

360° Patient & Member
View

We configure the Patient object, CarePlan, and EpisodeOfCare relationships around your specific care model. Providus enables care coordinator, case manager, nurse navigator, and member services reps to see the complete picture at the point of care without switching between systems.

HIPAA-Compliant
CRM Solutions

We design every Health Cloud implementation with HIPAA requirements embedded in the data model, the sharing rules, and the integration architecture so your org is compliant from go-live. We optimize your org for field-level security, data visibility rules, Salesforce Shield encryption, audit trail configuration, and user event monitoring.

Secure, Seamless EHR
Integration

Your EHR holds the clinical record. Health Cloud holds the care coordination and patient engagement layer. These two need to work together. We implement FHIR integrations with Epic, Oracle Cerner, Allscripts, and NextGen using MuleSoft and native Health Cloud connectors. This enables the right clinical data inside Health Cloud to surface at the moment a care coordinator or member services rep needs it

Care Management
Workflows

We build Health Cloud care management workflows around your specific population health model. Our Salesforce Health Cloud implementation experts configure risk stratification logic, care plan templates, task assignment automation, and escalation rules that match how your clinical operations team actually delivers coordinated care.

Agentforce & Data Cloud-
Optimization

Agentforce handles the routine member inquiries, appointment scheduling requests, and other regular workflows. Data Cloud unifies patient and member records across EHR, claims, engagement, and behavioral data sources into a single profile. We configure both capabilities with the HIPAA-aligned data handling controls and consent management frameworks.

Deep Industry Expertise with
Post-Launch Support

Providus boasts a tea, of Salesforce specialists with ample expertise working with healthcare organizations, addressing their CRM and AI adoption needs. We provide post-launch Salesforce Health Cloud services with support contacts, defined SLAs, and quarterly compliance and feature reviews that keep your implementation current, compliant, and aligned with your clinical and operational goals as both evolve.

What We Do

Health Cloud Implementation

We implement Salesforce Health Cloud around your specific care delivery model, member management workflows, and compliance requirements. Before any configuration begins, we map your patient or member data model, your care team structure, your existing system landscape, and your HIPAA data handling requirements. 

The Health Cloud architecture we build reflects how your organization actually delivers care – with the right data visibility controls, sharing rules, Salesforce Shield encryption, and audit trail configuration in place from day one, not retrofitted after go-live.

What’s included:

  • Health Cloud data model configuration: Patient, CarePlan, EpisodeOfCare, and clinical relationship object mapping
  • HIPAA-aligned field-level security, minimum necessary access controls, and sharing rule design
  • Salesforce Shield platform encryption and user event monitoring configuration
  • Care team workflow design for care coordination, case management, and patient engagement
  • Data migration from legacy care management platforms, member management systems, and clinical databases

EHR Integration

Salesforce Health Cloud is the system of engagement. Your EHR is the system of record for clinical data. Getting these two working together requires an integration architecture built around HL7 FHIR R4 standards, SMART on FHIR authentication, and the specific clinical data elements your care teams need surfaced inside Health Cloud at the point of care. 

We design and implement EHR integration with Epic, Oracle Cerner, Allscripts, NextGen, and other major platforms using MuleSoft Anypoint Platform and native Health Cloud integration frameworks, with HIPAA minimum necessary standards governing what data crosses the boundary between systems.

What’s included:

  • Epic, Oracle Cerner, and Allscripts integration using MuleSoft and native Health Cloud connectors
  • Clinical data mapping to Health Cloud objects: medications, allergies, conditions, labs, care plans, and encounters
  • Health Information Exchange connectivity for care transitions and referral management

Care Management and Population Health

Risk-based care models require a care management infrastructure that identifies high-risk patients early, assigns the right care team resources, tracks care plan execution, and measures outcomes against defined clinical targets. 

We configure Health Cloud’s care management capabilities, risk stratification models, care plan templates, task assignment automation, care gap identification workflows, and transitions of care coordination around your specific population health strategy and your existing clinical protocols.

What’s included:

  • Risk stratification model configuration tied to clinical, claims, and social determinants of health data
  • Care plan template design for chronic condition management, post-acute transitions, and complex case management
  • Care team task assignment, escalation routing, and outcome tracking configuration
  • Population health dashboard design for clinical leaders, care managers, and quality improvement teams

Payer Member Management

Health plans managing member relationships, benefits navigation, prior authorization workflows, and utilization management face administrative complexity that drives costs and member dissatisfaction when it lives in disconnected systems. 

We implement Health Cloud for payers with member 360 profiles connected to enrollment, claims, and clinical data, prior authorization case management workflows integrated with clinical criteria decision support, and Appeals and Grievances case management with defined SLA tracking and regulatory reporting outputs built around your specific compliance requirements.

What’s included:

  • Member 360 profile configuration connecting enrollment, claims, clinical, and engagement data sources
  • Prior authorization workflow design with clinical criteria integration and real-time status tracking
  • Appeals and Grievances case management with SLA monitoring and regulatory reporting configuration
  • Member outreach and care management program automation via Marketing Cloud integration
  • Utilization management workflow configuration for case review and medical necessity determination

Life Sciences Patient Support

Life sciences organizations managing patient support programs, hub services, specialty pharmacy coordination, and patient adherence programs handle protected health information under compliance requirements that affect every configuration decision in Health Cloud. 

We implement Health Cloud for life sciences with HIPAA authorization tracking, consent management workflows, adverse event reporting case management, specialty pharmacy integration, and patient adherence program automation – all with the field-level security, data visibility controls, and audit trail configuration required for both HIPAA and FDA reporting compliance.

What’s included:

  • HIPAA authorization and consent management workflow configuration
  • Adverse event and product complaint case management setup with regulatory reporting outputs
  • Specialty pharmacy connectivity and benefit verification workflow integration
  • Patient adherence program automation using Health Cloud care plans and Marketing Cloud journeys
  • Hub services workflow design for patient intake, financial assistance, and copay support program management

Health Cloud Managed Support

Healthcare Salesforce environments require active management. New CMS interoperability rules affect integration architecture. New value-based care contracts require updated care management workflows. New Health Cloud releases need evaluation before adoption in a HIPAA-regulated environment. 

Providus provides Health Cloud managed support with a named US-based certified consultant, defined response times, and quarterly compliance and feature reviews that keep your implementation current, compliant, and aligned with your evolving clinical and operational priorities.

What’s included:

  • Ongoing Health Cloud administration, configuration updates, and user support
  • Quarterly HIPAA compliance posture review and Salesforce Shield audit trail analysis
  • New CMS interoperability requirement assessment and integration architecture update planning
  • Health Cloud release review and feature adoption planning for HIPAA-regulated environments
  • Named support contact with defined SLA response times across all tiers

How We Connect Health Cloud Across the Salesforce Platform

We help companies simplify their processes and scale their operations by providing Salesforce development services across the platform ecosystem.

Our CASE STUDIES

We’ve delivered impact before; we’d love to do it again for you!

Revamping an Online Retail Platform with Intuitive Navigation

We designed and developed a responsive eCommerce website from scratch. The new experience reflects the brand’s identity, simplifies product discovery, and delivers intuitive navigation across all touchpoints, built with performance and scalability in mind.

Validating Platform Readiness Before Launch

We performed a full audit of Finqalab’s trading platform, reviewing architecture, code, and security. The outcome was a clear action plan to fix risks and improve performance before scaling.

Designing a Clean, Intuitive Website for Electric Bikes

We designed a responsive, on-brand eCommerce website that helped VLEKTRA showcase their bikes and accessories. The UX was built for conversion and future IoT integration opportunities.

Contact US

Ready to Build a Health Cloud Environment That Is Compliant and Connected?

Why Healthcare Organizations Choose Providus for Salesforce Health Cloud Consulting Services?

Certified Health Cloud Consultants

Every Providus Health Cloud engagement is staffed with certified Salesforce Health Cloud consultants with hands-on production experience across the Health Cloud data model, HIPAA compliance architecture, care management configuration, and payer member management workflows. Healthcare organizations working with Providus get certified expertise from day one.

HIPAA Compliance as an Architecture

Most Health Cloud implementation problems trace back to compliance decisions that were deferred. Field-level security not designed for minimum necessary access. Sharing rules not evaluated against HIPAA standards. Salesforce Shield not configured before protected health information was loaded. We treat HIPAA compliance as an architecture decision made at the start of every engagement.

Named Contact. Defined SLAs. ​

Providus delivers Salesforce Health Cloud consulting services with a named project contact, defined response times, and structured milestones at every engagement phase. When a care management workflow breaks during open enrollment season or a FHIR integration produces unexpected data mapping errors, we respond promptly.

Industries We Serve

Non-Profit Cloud

We help nonprofits build Salesforce environments around how they actually operate. Our certified Nonprofit Cloud consultants implement NPC with Fundraising Transactions, Program and Benefit Management, OmniStudio, and Agentforce for organizations ready to build on the modern platform Salesforce is actively investing in.

We help retail and ecommerce businesses build connected, scalable commerce operations on Salesforce. Whether managing B2B wholesale accounts, direct-to-consumer pipelines, or partner distribution networks, our consultants configure Commerce Cloud alongside Sales Cloud and Service Cloud so every commercial relationship lives in one system.

We help banks, wealth management firms, insurance companies, and lending businesses manage high-value client relationships with the structure and compliance awareness the industry requires. Our consultants configure Financial Services Cloud’s household data model, referral tracking, opportunity management, and audit-ready reporting.

From enrollment pipeline management and Student Success Hub retention workflows to alumni engagement and Advancement Connect configuration, our certified Education Cloud consultants build implementations that connect every department to a single student record.

Our consultants configure Manufacturing Cloud with account-based forecasting, run-rate agreement management, territory configuration, and ERP integration so sales and operations teams have a shared, accurate view of every account relationship and every revenue commitment.

From Vision to Reality — Here’s What Our Clients Have to Say

Working with Providus goes beyond a transactional relationship; it's about building a community, fostering open communication, and genuinely wanting to see you succeed. If you have the opportunity to work with Providus, I highly recommend it for its unparalleled support, strong sense of community, and genuine commitment to your success.
Pick My Brain Logo
Maxine Cunningham
CEO - Pick My Brain
Providus Technologies provided us with consultation on our website design & development. Their team demonstrated high levels of professionalism, expertise, and a genuine commitment to helping us achieve our goals. The depth of their technical knowledge particularly stands out. They offered us innovative solutions to overcome challenges and optimize our website's performance and user experience.
Fatique Bin Khurshed
CEO - Finqalab
Providus not only helped me test my idea of developing a local platform but also assisted in building the product. The team is highly professional, listens carefully, and understands the pain points well. Their design team is excellent, and the communication throughout the process was great. Overall, I am extremely satisfied with their work
Lowkel Logo
Kameron
CEO - Lowkel

All answers here

Frequently Asked Questions

What is Salesforce Health Cloud, and what does it do?

Salesforce Health Cloud is Salesforce’s purpose-built CRM platform for healthcare providers, health plans, and life sciences organizations. It extends the core Salesforce platform with a healthcare-specific data model – including the Patient object, CarePlan, EpisodeOfCare, CareProgramEnrollee, and clinical relationship objects – that supports unified patient and member record management, care coordination workflows, care management programs, and patient engagement across the full care continuum. Health Cloud integrates with EHR systems through HL7 FHIR APIs, supports HIPAA-compliant data handling through Salesforce Shield and field-level security controls, and connects natively with Marketing Cloud, Experience Cloud, Agentforce, and Data Cloud for a complete patient and member engagement stack.

Salesforce Health Cloud consulting services cover the full range of work required to build, configure, and maintain a HIPAA-compliant Health Cloud environment – including data model design, HIPAA compliance architecture, EHR integration via HL7 FHIR, care management workflow configuration, payer member management setup, prior authorization case management, patient engagement automation, Data Cloud and Agentforce implementation, and post-launch managed support. The right Salesforce Health Cloud consulting company brings both Salesforce platform expertise and healthcare operational knowledge – understanding care delivery models, payer workflows, and life sciences compliance requirements, not just Salesforce configuration.

A Salesforce Health Cloud consultant assesses your organization’s patient or member data model, care coordination workflows, EHR and claims system landscape, HIPAA compliance requirements, and patient engagement goals – then designs and builds a Health Cloud implementation that reflects how your organization actually operates. That includes configuring the Health Cloud data model, designing HIPAA-aligned field-level security and sharing rules, implementing EHR integration using FHIR APIs and MuleSoft, building care management and risk stratification workflows, and setting up Salesforce Shield for audit trail and encryption requirements. A certified Health Cloud consultant also advises on the architecture decisions that determine long-term compliance posture and platform performance.

Salesforce Health Cloud is designed to operate within a HIPAA-compliant architecture, but HIPAA compliance is not automatic – it requires specific configuration decisions across field-level security, data visibility and sharing rules, Salesforce Shield platform encryption, event monitoring and audit trail setup, and integration architecture. Salesforce offers a Business Associate Agreement for Health Cloud customers as the contractual foundation. On top of the BAA, organizations need to implement minimum necessary access controls, configure data retention policies, enable user event monitoring, and ensure that any third-party integrations also meet HIPAA requirements. Providus designs every Health Cloud implementation with HIPAA compliance embedded in the architecture before the first patient record is created.

Provider organizations – hospitals, health systems, medical groups, and specialty practices – typically use Health Cloud for care coordination, care management programs, patient engagement, referral management, and transitions of care workflows, with a data model centered on the patient record, clinical episodes, and care team relationships. Payer organizations – health plans, managed care organizations, and insurance companies – typically use Health Cloud for member management, benefits navigation, prior authorization case management, appeals and grievances, and utilization management, with a data model centered on the member record, benefit enrollment, and claims-connected health data. Life sciences organizations use Health Cloud for patient support programs, hub services, specialty pharmacy coordination, and adverse event reporting – with a compliance architecture that addresses FDA and HIPAA requirements simultaneously. Each segment requires different configuration decisions and different integration patterns.

Yes. Agentforce can be deployed in healthcare to handle routine member and patient inquiries that do not require clinical judgment – benefit verification, prior authorization status checks, appointment scheduling assistance, care management program enrollment, and general health plan navigation. Every Agentforce deployment in healthcare requires HIPAA-aligned data handling configuration, identity verification workflows before any protected health information is shared, careful definition of which topics the agent can and cannot address, and clearly defined escalation paths to human agents for clinical, sensitive, or complex interactions. Providus configures Agentforce for healthcare with these controls as architecture requirements, not post-deployment additions.

Organizations using Salesforce Health Cloud to process protected health information must execute a Salesforce Business Associate Agreement before any PHI is created or stored in the system. Beyond the BAA, efficient HIPAA cloud services for healthcare require minimum necessary access controls through field-level security and sharing rules, multi-factor authentication, audit trail capabilities through Salesforce Shield event monitoring, data encryption at rest and in transit through platform encryption, data retention and disposal policies, and Business Associate Agreements with any third-party AppExchange or integration vendors that access PHI. Providus designs every Health Cloud implementation around these as foundational architecture decisions, not post-go-live checklist items.

Providus is a Salesforce Health Cloud consulting company with certified expertise across the Health Cloud data model, HIPAA compliance architecture, HL7 FHIR integration, care management workflow design, payer member management, prior authorization case management, life sciences patient support program configuration, and multi-cloud connectivity including Agentforce and Data Cloud. We design HIPAA compliance into every implementation as an architecture decision made before configuration begins. Every US engagement gets a named certified Health Cloud consultant, defined SLAs, and Salesforce Health Cloud services that continue after go-live – because the regulatory environment your organization operates in does not stop evolving when the implementation project ends.