Healthcare & Life Sciences
Systems that support care, not complicate it.
We help healthcare and life sciences organizations simplify referral tracking, unify operations and connect securely across systems, with HIPAA compliance built into every part of your care ecosystem.
Talk to a Healthcare Solutions Expert- HIPAA-ready by design
- EHR integrations, Epic and more
- Referral partner portals
Where referrals go quiet.
Healthcare innovation is often held back by disconnected data, legacy systems and manual workflows. We’re here to fix that, with systems crafted to support care, not complicate it.
Follow a month of referrals and see where they slip away.
- Received100
Lack of visibility into referral pipelines and patient status
Why it leaks. Referrals arrive by fax, phone, email and portal. Nobody sees the whole queue, so some are never opened and the referring provider never hears back.
What we build. One referral queue in Salesforce: every referral logged on arrival, routed by program and location, with a status your team and referring providers can see.
- Intake complete84
Pressure to remain compliant with HIPAA and security frameworks
Why it leaks. Records come back by fax and sit unindexed in a shared inbox: slow to find, and hard to prove who has seen them.
What we build. Records arrive through secure portal and API connections, filed to the right patient with field-level access, encryption and an audit trail.
Siloed EHRs, intake systems and case data
Why it leaks. History lives in another EHR, so staff re-key it, re-request it or wait on it, and some referrals never get past intake.
What we build. Salesforce connected to Epic and your other clinical systems, so records and eligibility checks attach to the referral automatically.
- Records & eligibility70
Manual tracking and status follow-up across providers
Why it leaks. Status lives in spreadsheets and phone calls. When a callback is missed, nobody notices for days.
What we build. Delay triggers flag a stalled referral and create a task for the right navigator, by role, region or service line.
- Scheduled57
Growing need for scalable, role-based automation and engagement
Why it leaks. No reminders and no easy way to reschedule, so visits are missed and quietly never rebooked.
What we build. Text and email reminders, self-service rescheduling and automatic outreach to rebook after a no-show.
- Seen46
Difficulty aggregating data for reporting and funding visibility
Why it leaks. Outcomes stay in clinical notes, so follow-ups slip and programs can’t show funders or the board what they achieved.
What we build. A follow-up task after every visit, and outcomes rolled into dashboards and secure exports for leadership, boards and funders.
- Followed up38
Leak 1 of 6 · Received → Intake complete
Lack of visibility into referral pipelines and patient status
Why it leaks
Referrals arrive by fax, phone, email and portal. Nobody sees the whole queue, so some are never opened and the referring provider never hears back.
What we build
One referral queue in Salesforce: every referral logged on arrival, routed by program and location, with a status your team and referring providers can see.
Illustrative numbers for one month, not a benchmark. Hover or tap a leak to see why it happens.
How CloudForged Helps
Continuity between patients, providers and data.
We design Salesforce solutions and system architectures that create continuity between patients, providers and data. Whether you’re managing clinical workflows, partner referrals or value-based care programs, we tailor every solution to your goals.
Pick a capability and watch where it works.
Patient & Program Journey Tracking
- Build end-to-end visibility into referral status, touchpoints and handoffs
- Automate follow-ups and escalation workflows based on delay triggers or criteria
- Track social determinants of health (SDoH), risk scores and eligibility flags
- Align team assignments and accountability by role, region or service line
Live example
- J.M. · Cardiology · day 3 at Scheduling
- Owner: Priya, care navigator · next touchpoint due today
Referral Management & Optimization
- Build custom referral intake flows for external providers
- Automatically route referrals based on program or location
- Monitor conversion rates and referral-to-care lag time
- Enable Experience Cloud portals for referral partners
- Flag stalled referrals for intervention
Live example
- Partner portal intake from Riverside Clinic
- Auto-routed to Cardiology, Northside clinic
Data Integration & Interoperability
- Integrate Salesforce with Epic and other clinical systems
- Maintain HIPAA-compliant API connections and access controls
- Standardize data for program reporting, funding compliance or internal ops
- Build real-time dashboards for leadership visibility and operational oversight
Live example
- Epic encounter closed
- Visit summary on the Salesforce record in seconds
Care Coordination & Team Automation
- Automate task creation and alerts based on patient movement or referral type
- Route cases by service line or program type
- Manage communications between internal teams, navigators and providers
- Enable population-based workflows, risk flagging and escalations
Live example
- Patient discharged Friday
- Follow-up task for Priya, due Monday 9 AM
Program & Grant Reporting
- Track engagement, conversion and outcome data for programs
- Centralize information needed for grant renewals or board review
- Enable secure exports and dashboards for external stakeholders
Live example
- Q3 program outcomes rolled up
- De-identified, then a secure export for the board pack
HIPAA-Compliant
Minimum necessary, by design.
Everything we build is governed by compliance best practices. Each person sees what their role needs, and every look is logged.
Pick who’s looking at the record.
View the record as
Sees the care record. Insurance IDs are masked, and restricted notes stay with the behavioral health team.
- PatientJ.M. · 54Not shared with this role
- Date of birth03/14/1971••/••/1971Not shared with this role
- MRNNH-0048213NH-•••••13Not shared with this role
- DiagnosisAtrial fibrillationI48.91 · code onlyNot shared with this role
- Referral statusScheduled · CardiologyNot shared with this role
- Next appointmentThu, Oct 22 · 9:40 AMOct 22 · date onlyNot shared with this role
- InsuranceBlue Shield PPO · ID 88104471Blue Shield PPO · ID ••••4471Not shared with this role
- Behavioral health noteBehavioral health team only
Cardiology access program · Q3
- Referrals
- 412
- Seen within 14 days
- 81%
- Median days to care
- 6
De-identified: no names, birth dates or record numbers. Counts under 11 suppressed.
- Field-level access controls and audit trails
- PHI-handling workflows with secure record structures
- Platform encryption and access logging
- Consent tracking, record-sharing logic and identity management
We’re not just system architects. We speak the language of compliance, program delivery and patient experience.
Ongoing Partnership
Long-term partnership that scales with care.
Whether you’re expanding regionally or integrating new programs, we stay with you to support what comes next.
- 01
A new program, live in weeks
Strategic support for new program onboarding: intake, routing, dashboards and training, set up on the system you already run.
- 02
Grant and board reporting
Embedded reporting that pulls engagement, conversion and outcomes together, de-identified and ready for funders and your board.
- 03
Quarterly check-ins
Optimization and architecture check-ins every quarter, with a roadmap that keeps pace as you expand regionally or add programs.
Ongoing support includes
- Quarterly optimization and architecture check-ins
- Strategic support for new program onboarding
- Fractional Salesforce admin and advisory models
- Team training and documentation
- Embedded reporting and roadmap planning
Ready to Build a System
That Supports Better Care?
Let’s align your tools with your team, and your mission.