Streamlining Patient Intake with Salesforce Health Cloud

In the fast-evolving landscape of healthcare, patient experience and revenue growth are top priorities for Healthcare leaders. One key area

4 min. read

In the fast-evolving landscape of healthcare, patient experience and revenue growth are top priorities for Healthcare leaders. One key area that can significantly impact both is streamlining patient intake. This blog will guide you through how Salesforce Health Cloud can impact the patient process, offering practical insights and real-world examples.

Understanding the Current Patient Intake Process & Challenges

The patient intake process is a crucial step in healthcare that involves gathering essential information about a patient before they receive medical care. Traditional patient intake processes often involve cumbersome paperwork, manual data entry, and long wait times. This not only hampers patient experience but also poses challenges for accurate data collection.

Impact on Revenue

Lengthy intake processes can lead to patient frustration and impact a healthcare organization’s revenue stream. Also, unnecessary delays and errors in data collection can result in missed opportunities for additional services.

The Role of Health Cloud Streamlining Patient Intake

Health Cloud is a game-changer for healthcare organizations. It offers a unified platform streamlining patient intake through automated workflows, personalized engagement, and robust security measures.

Key Features for Healthcare Leaders to Understand

  • Automated Workflows: Simplify patient registration and data collection, reducing manual errors and redundancies.
  • Patient Profiles: Optimize the patient intake process by centralizing, updating, and presenting comprehensive patient information in a way that is easily accessible and actionable.
  • Patient Engagement Tools: Enhance patient interactions by personalizing communication and providing relevant information.
  • Data Security: Ensure compliance with healthcare regulations while maintaining the highest standards of data security.

salesforce health cloud patient intake key features that all leaders need to understand

Automated Workflows

Streamlining Registration

Health Cloud automates the patient registration process, allowing for quick and error-free data collection. This not only saves time but also ensures accurate patient information. Furthermore, Salesforce Health Cloud’s Intelligent Appointment Management plays a crucial role in streamlining patient intake by enabling scheduling and managing appointments, which are at the center of key patient engagement processes. 

Eliminating Manual Errors

By reducing reliance on manual data entry, healthcare organizations minimize the risk of errors that can lead to billing inaccuracies and compliance issues by bringing key data over to Salesforce from the EHR. The platform ensures that the right people have access to the right information at the right time, leading to well-considered insights, treatments, and preventative care for patients while minimizing frustration resulting from inefficient workflows. Required intake forms can be populated in one easy-to-access site with alert automation to save time and alert respective parties of any issues or form completions, further streamlining the intake process and maximizing efficiency.

Patient Profiles

Patient Profiles in Salesforce Health Cloud consolidate patient data from various sources, eliminating data silos. This centralization ensures that healthcare providers have access to a holistic view of a patient’s medical history, treatment plans, medications, and other relevant information right from the point of intake.

Workflow Efficiencies

Access to a centralized patient profile streamlines the intake process by reducing the need to navigate multiple systems or sift through paper records. This efficiency translates to a smoother and quicker intake process, minimizing patient wait times and improving overall operational efficiency.

Comprehensive Health History

The feature allows for the inclusion of a comprehensive health history within the patient profile. This includes information on past illnesses, surgeries, allergies, and family medical history. Having this information readily available during patient intake enables healthcare providers to make more informed decisions about treatment plans and care.

Personalized Care Plans

With a detailed understanding of a patient’s medical history, healthcare providers can create personalized care plans tailored to individual needs. This not only improves the quality of care but also enhances the patient experience by demonstrating a personalized approach to their healthcare journey. Care team members can monitor progress, change goals, and track key activities related to a patient’s care plan in Salesforce.


Patient Engagement Tools

Personalized Interactions

Health Cloud enables healthcare providers to personalize patient interactions based on individual preferences and medical history. This fosters a stronger patient-provider relationship.

One example of how Salesforce Health Cloud enhances patient engagement during the intake process is the ability to communicate with patients using their preferred channels, allowing for personalized and effective communication right from the start. 

This personalized approach not only improves the patient intake process but also sets the stage for continued engagement and communication throughout the patient’s healthcare journey, ultimately leading to better health outcomes and higher patient satisfaction.

personalized interaction during patient intake example

Data Security

Robust Security Measures

Salesforce Health Cloud ensures data security and compliance during the registration process of patient intake through various measures. 

Salesforce Shield, a set of security tools, is utilized to comply with regulations on storing sensitive and protected health information. This includes Platform Encryption, Event Monitoring, and Field Audit Trail, which help encrypt sensitive data, monitor user activity, and track changes to data, respectively. These tools are crucial in securing patient data and ensuring compliance with regulations such as HIPAA. 

Furthermore, the setup of Health Cloud involves steps to create a basic working Health Cloud console that care coordinators and managers can use to manage patients or members, providing a secure environment for patient data management. By following these steps and utilizing the security tools offered by Salesforce, healthcare organizations can ensure that the registration process of patient intake is secure, compliant, and in line with data protection regulations.


Streamlining patient intake with Health Cloud is not just a technological upgrade; it’s a strategic investment in improving patient experience and driving revenue growth. By leveraging the platform’s features and learning from real-world examples, healthcare CEOs, CIOs, and Directors can lead their organizations towards a future of enhanced efficiency and patient satisfaction.

If you are interested in learning how Health Cloud can streamline the patient intake process within your Healthcare organization, connect with one of our team members today.



Allison Getty

Allison Getty is the Healthcare & Life Sciences Practice Lead at Torrent Consulting. She is 7x Salesforce certified, is a member of the Salesforce Health Cloud Advisory Board, and has worked in the healthcare space for 8 years.

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