SALESFORCE HEALTH CLOUD · AGENTFORCE AUTOMATIONS

One record follows the patient from first call to final payment.

A single Health Cloud instance connects provider outreach, intake, scheduling and billing — bi-directionally synced with your EMR, so nothing gets re-typed and nothing falls through the cracks.

16
Connected steps, one system
7
EMR & PM integrations
2-way
HL7 sync, live
EMR SYNC bi-directional
Provider Outreach
Patient Scheduling
Claim Filing
Payment Posting

Our Connected Workflow

Patient Intake
01
👨‍⚕️

Provider Outreach

Connect provider communication and referral opportunities.

02
🔗

Referral Management

Capture, organize and route patient referrals.

03
🤖

AI Document Reader

Extract important information from documents.

04
📝

Intake Preparation

Prepare patient information before visits.

05
💬

2-Way SMS & Chat

Keep patient conversations connected.

06
👤

Patient 360° View

Every patient touchpoint in one record.

07
🛡️

Insurance Verification

Verify coverage before appointments.

08
📅

Salesforce Scheduler

Manage appointments through connected workflows.

Salesforce
Health Cloud
EMR BI-DIRECTIONAL
SYNC
Medical Billing
09
🏥

Medical Encounter

Clinical encounter data moves into billing workflows.

10
📋

SOAP Notes + ICD/CPT Codes

Documentation and coding stay connected.

11
🧾

CMS-1500 Claim Filing

Claims are generated from patient workflow data.

12
🔍

Claim Scrub & Rejections

Identify errors before claims processing.

13
⚠️

Denials & Appeals

Manage denials and track resolution.

14
💰

835 EOB Payment Posting

Post payments and maintain accurate records.

Accounting Sync
15
👥

Patient Responsibility

Manage patient balances and payment workflows.

16
🔄

Accounting Reconciliation

Connect financial data with accounting systems.

Greater Efficiency
🎯 Improved Accuracy
💳 Faster Payments
❤️ Better Patient Experience

End-to-End Workflow in Salesforce Health Cloud

eCloudsHealth.ai – One Platform. One Login. Better Care. Stronger Revenue.

Patient Intake
01
👨‍⚕️

Provider Management

Referral Management + AI Document Reader

02

Patient Qualification

VOB, Insurance Verification, SMS Chat, Intake Forms & CoPay

03
📅

Patient Scheduling

Patient 360° View & Appointment Calendar Sync

Salesforce
Health Cloud
CONNECTED HEALTHCARE
DATA PLATFORM
Medical Encounter
04
🩺

Encounter Preparation

Review history, insurance, medications & allergies

05
🔎

Diagnostic Assessment

Chief complaint, patient history, ROS & physical exam

06
🎯

Care Plan & Goals

Treatment goals, progress tracking & outcomes

07
📝

Progress Notes

Maintain complete clinical documentation

08
💊

Medicine Prescriptions

Medication details, dosage & frequency

09
📋

SOAP Notes + ICD / CPT Codes

Clinical notes converted into accurate billing data

Revenue Cycle Management
10
🔄

ICD / CPT Coding

Convert documentation into billing codes

11
💳

Charge Capture

Capture every billable service accurately

12
🧾

Claim Creation & Submission

Generate CMS-1500 claims and submit to payers

13
🔍

Claim Scrubbing

Identify errors before claim processing

14
⚠️

Payer Response Management

Handle rejections, denials and follow-ups

15
💰

835-EOB Reconciliation

Match payments with claims accurately

16
👥

Patient Balance Management

Statements, payment plans & collections

17
📊

Finance Reconciliation

GL and bank reconciliation workflows


ONE SYSTEM

Connected healthcare data

🚀
MORE EFFICIENCY

Less manual work

💰
LOWER COSTS

Reduce rework & denials

❤️
BETTER OUTCOMES

Better patient journey

🤖
AI READY

Connected data for AI agents

📈
REVENUE IMPACT

Improve cash flow

WHAT CHANGES FOR YOUR TEAM

After watching, here's the part people ask about most

The diagram shows the full loop. In practice, three things matter day to day.

1

One record, not five logins

Outreach, intake, scheduling and billing all write to the same patient record in Health Cloud — your team stops toggling between the EMR, a scheduler, and a billing tool.

2

The EMR sync runs both ways

Clinical data flows in from DrChrono, athenahealth, NextGen and others over HL7, and billing outcomes flow back out — so the chart and the claim never disagree.

3

Billing closes the loop into accounting

Denials get worked, EOBs get posted, and the daily total lands in AccountingSeed, QuickBooks or NetSuite automatically — reconciliation stops being a spreadsheet job.

OUR VISION

Our Vision For Connected Healthcare Operations

A connected healthcare system built to help doctors manage patient intake, billing workflows, and financial operations from one Salesforce-powered platform.

Patient Intake
Revenue Cycle
Salesforce Powered
CUSTOMER SUCCESS STORY

Flexible workflows and full RCM visibility with upfront effort

"
We implemented eCloudsHealth to support patient intake, claim submission, and payment posting and reconciliation, and overall it’s been a solid addition to our Salesforce ecosystem. What stands out most is how well it centralizes workflows that are typically fragmented across multiple systems or tools. That has helped reduce manual work and improved visibility across the team. It’s not a perfect, out-of-the-box solution, and that’s probably a good thing. It requires thoughtful configuration to really unlock its value, especially if your workflows are even slightly complex. But once it’s dialed in, it becomes a powerful operational backbone. The team behind it has also been responsive and willing to engage on both support and enhancements, which makes a big difference. You don’t feel like you’re just submitting tickets into a void. If I had to point out an area to improve, I’d say onboarding and initial setup could be smoother. There’s a learning curve early on, and it takes some time to fully understand how everything fits together. There are moments where you need to understand the underlying data structure to troubleshoot effectively. It’s manageable, but it can slow things down at the start. Net: if you’re already operating in Salesforce and looking to bring more of your revenue cycle workflows into one place, eCloudsHealth RCM solution is worth serious consideration. It’s a strong tool in the right hands.
PR

Peter Rossow

Customer Success Story

SEE IT ON YOUR OWN DATA

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