Healthcare and human services
The people you support shouldn't have to carry their own story. We connect referrals, intake, care and operational systems so context travels with the person.
Who we help
Your systems need to reflect the way you deliver support. A referral, a therapy session and a funded service each ask something different of your team.
Your team balances the support a participant needs with funding, service agreements and the evidence behind each service. We help connect that operational work so staff can find the relevant information without rebuilding it across forms and spreadsheets.
Your clinicians' day is built around sessions. Re-entering details, preparing follow-up and chasing referral information eat into the time between them. We help shape the work around those sessions, while keeping clinical records in the systems that own them.
Several teams, services and external providers may support one person. We help make responsibilities, relevant context and next actions visible, so continuity depends less on who happens to know the story.
“Your CRM in a clinical space is basically your lifeline.”
Shokria SiddiquiFounder, Capability Support Services
Where we can help
From the first referral to the reporting behind your services, we can help with the work that keeps care moving.
Capture what intake needs, identify missing information and assign the follow-up. Your team can see which referrals are ready for review and which need attention, without checking every inbox.
Bring service needs, location and availability into view for the people making allocation decisions. Clear ownership helps the next team pick up the work, with information appropriate to its role.
Use information already captured to support routine documents, service records and follow-up. Keep the checks and human review your service needs, while reducing the details staff have to type again.
Connect referral, service and operational data so managers can understand where demand is building and where work is waiting. Agree what each measure means before turning it into a report.
See it in practice
Health Cloud holds the client and the care plan, while the practice system stays the clinical record. They connect through MuleSoft, so Salesforce carries engagement, referrals and service delivery, not clinical notes.
Cliniko, Best Practice or Genie
The system of clinical record, which stays where it is
MuleSoft
Integrates over FHIR and HL7
Health Cloud
The client and care-plan record: engagement, referrals and service delivery, not clinical notes
Experience Cloud
A participant and family portal for bookings, forms and plan tracking
Marketing Cloud
Consented comms
Xero
Accounts; the funding is NDIS, Medicare or private health
Shield
Over the top, given how sensitive health data is
Blueprint · A solution we can build around your business.
Access with a purpose
Right context. Right person.
Intake, clinicians and coordinators have different responsibilities. The person's consent, each role and the purpose of access shape what appears.
In the example above, the coordinator receives operational context. Clinical notes remain outside that view.
How we work with you
We start with the people doing the work: intake, practitioners, coordinators and the teams behind them. Together, we follow a real referral or service interaction and find where context, time or ownership gets lost.
That gives us the basis for deciding what belongs in Salesforce, what should remain in clinical, rostering or finance systems, and what needs to move between them. We work through access, consent and review responsibilities as part of that design. Changes can then be introduced around a defined workflow, supported with clear ownership and refined as your team uses them.
Explore our approach to strategyTechnology that fits
Start with your services, responsibilities and existing systems. Then choose where Salesforce and integration can make the work easier.
Sales and Service Cloud can support operational workflows. Health Cloud is an option when care-team and health-context requirements call for it.
Useful context connected while specialist systems keep the records that are properly theirs.
Secure referral, participant, provider and partner experiences, without another email handoff.
Let's talk
Start with the handoff staff, clients or families keep having to repeat.
