Healthcare packages

Patient engagement that small admin teams can actually run

Intake, coordination, and routine enquiries handled without adding headcount, on a HIPAA-aligned build.

4 ready-to-scope packages Fixed price, agreed up front Senior architects, not juniors

What we have delivered in healthcare

Real numbers from real builds. Tap either to read the full case study.

Provider and senior care teams are usually small, and the work that swamps them is routine: intake paperwork, appointment logistics, and the same family questions every day. These packages target that specific load.

Clouds and products we build on

Salesforce Health CloudService CloudAgentforceExperience Cloud for patient and family portalsData Cloud for unified records

Systems we connect to

EHR and practice management systemsClaims and eligibility platformsScheduling systems

Integrations we have shipped

JotformFormAssemblyDocuSignTwilioWhatsAppBox

Integration builds are documented in our technical guides, one per tool.

Packages

Built for healthcare & senior care, not adapted to it

Each one names the outcome you would ask for, and the stack underneath is chosen to fit it.

Full build

Patient and Member 360

One record per person, with the context any team member needs before they pick up the phone.

What's included

  • Health Cloud data model: patients, members, households, and care teams
  • EHR and practice management integration through HL7 FHIR where available
  • Care programme and enrolment tracking
  • Consent and communication preference management
  • Household and caregiver relationships, including power of attorney
  • Population and cohort dashboards for operational leadership
  • Role-based access designed around minimum necessary PHI

Not included: EHR replacement or clinical documentation · Billing or claims adjudication · Medical device integration

Yours to keepConfigured Health CloudEHR integrationCare programme modelAccess and consent model
Quick start

Digital Intake and Consent

Patients and families complete intake before they arrive, and it lands on the record automatically.

What's included

  • Digital intake forms with conditional logic, on mobile and desktop
  • Prefill from existing records so returning patients do not start over
  • Consent capture with e-signature and timestamped storage
  • Direct write to the patient record, with no rekeying
  • Secure document storage and retrieval
  • Reminders for incomplete intake before the appointment
  • Admissions team training

Not included: Clinical assessment tooling · Insurance eligibility checking · Form content and legal wording, which your compliance team owns

Yours to keepLive intake formsConsent flowsRecord integrationStaff training
Full build

Care Coordination Agent

Routine questions answered around the clock, with anything clinical escalated to a person immediately.

What's included

  • Agent grounded in your service, scheduling, and policy information
  • Strict topic boundaries so nothing clinical is ever answered by the agent
  • Immediate human escalation with full context on any clinical signal
  • PHI handling reviewed against minimum necessary access
  • Deployment to web chat, SMS, or WhatsApp
  • Containment, deflection, and escalation dashboards
  • Tuning across the first month of live traffic

Not included: Clinical triage or medical advice of any kind · Diagnosis or symptom assessment · Telephony or voice channel build

Yours to keepProduction agentEscalation rulesDashboardsTuning runbook
Quick start

Appointment and Reminder Automation

Multi-channel reminders and easy rescheduling, with no-shows visibly falling.

What's included

  • Automated reminder sequences by SMS, WhatsApp, or email
  • Channel and language preference per patient
  • Self-serve confirm, cancel, and reschedule links
  • Waitlist automation so cancellations refill
  • No-show tracking and reporting by clinic and clinician
  • Escalation to a human call for high-risk appointments
  • Front desk team training

Not included: Scheduling engine replacement · Clinical capacity planning · Messaging carrier costs

Yours to keepReminder automationRescheduling flowsWaitlist logicNo-show dashboards
FAQ

Questions about healthcare & senior care packages

Fixed scope, fixed price

Tell us what is slowing your healthcare team down

A free thirty minute call with an architect who has built this before. You leave with a scope, a timeline, and a fixed price.

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