Salesforce for the revenue cycle and the care team.
Revenue cycle management, patient engagement, and HIPAA‑compliant Health Cloud implementations. We bring Service Cloud and case management experience to the operational side of healthcare: intake, authorizations, claims follow‑up, care coordination, and collections.
Three places healthcare operations stall.
Healthcare Salesforce consulting applies Salesforce, including Health Cloud and Service Cloud, to the operational side of healthcare: intake, authorizations, claims follow-up, care coordination, and collections. LOVALTO builds revenue cycle management, patient engagement, and HIPAA-compliant implementations for healthcare organizations, while the EHR stays the clinical system of record.
Authorizations live in inboxes
Prior authorizations are tracked in spreadsheets and payer portals. The delay surfaces when the appointment is already at risk.
Authorization delaysThe patient record is in pieces
Clinical data sits in the EHR, billing in practice management, and engagement history somewhere else. Care coordinators rebuild the picture by hand before every call.
No single patient viewDenials are worked one at a time
Claim status, denials, and appeals are chased manually, and days in A/R and denial rates arrive too late to act on.
Revenue stuck in A/RThe operational layer around clinical systems.
The EHR stays the clinical system of record. Salesforce takes on the intake, follow‑up, outreach, and reporting around it.
Revenue cycle management
Intake through collections, integrated with practice management and billing systems.
- Digital intake forms, insurance verification, and eligibility checks
- Prior authorization tracking, approval workflows, and payer communication
- Claim status tracking, denial management, and appeals processing
- Payment plans, automated payment reminders, and online bill pay through patient portals
Revenue cycle reporting
Dashboards by payer and service line for the numbers finance already tracks.
- Days in A/R and clean claim rates
- Denial rates by payer
- Collection percentages by payer and service line
Health Cloud and patient engagement
One patient profile the whole care team works from.
- Patient 360 profiles with clinical data, social determinants of health, engagement history, and care plans
- Care team collaboration, coordinator task management, and cross‑functional care planning
- Care plan templates for chronic disease management, post‑discharge follow‑up, and preventive care
- Appointment reminders, gap‑in‑care notifications, and wellness program campaigns
HIPAA compliance and security
PHI handling designed in, from the BAA to the audit trail.
- Salesforce HIPAA BAA execution and configuration management
- Platform encryption for PHI at rest, meeting HIPAA security rule requirements
- Role‑based security, profile‑based permissions, and minimum necessary access
- Audit trails for PHI access, modifications, and exports
- User training on HIPAA requirements, Salesforce security practices, and breach notification procedures
EHR and system integration
Salesforce connected to the clinical and practice systems it depends on.
- HL7 interfaces with Epic, Cerner, and other EHRs for ADT, scheduling, and results
- FHIR‑based integrations for bidirectional exchange with clinical systems
- Real‑time sync with scheduling, billing, and registration systems
- Result notifications and diagnostic order tracking with LIMS and PACS
Telehealth and digital health
Virtual visits, remote monitoring, and patient self‑service.
- Telehealth booking, provider availability, and video platform integration
- Remote patient monitoring integration, with alerts for out‑of‑range vitals and care team notifications
- Experience Cloud patient portals for scheduling, secure messaging, and health record access
- Digital front door tools: symptom checkers, provider finders, and self‑scheduling
Operations first, clinical data protected.
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Leave clinical records where they live
The EHR stays the clinical system of record. We focus on the operational processes around it, where Salesforce adds automation and visibility.
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Design for PHI from the first object
The BAA, platform encryption, role‑based access, audit trails, and session management are part of the design from the start and reviewed before go‑live.
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Follow the revenue cycle end to end
Scheduling through payment posting, connected to practice management and billing platforms, so each delay or denial shows up where someone can act on it.
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Report the numbers finance already tracks
Days in A/R, clean claim rate, denial rate, and collections by payer and service line, reported from the records staff work in every day.
Healthcare Salesforce, answered.
What is Salesforce Health Cloud?
Health Cloud is Salesforce's healthcare-specific platform providing a 360-degree view of patients including medical history, care plans, care teams, and social determinants of health. It connects patient data from EHRs, billing systems, and engagement platforms to support coordinated care delivery.
How does Salesforce support revenue cycle management in healthcare?
Salesforce can automate patient intake, insurance verification, authorization tracking, billing workflows, and collections processes. Integration with practice management systems and billing platforms creates visibility into the entire revenue cycle from scheduling through payment posting.
Is Salesforce HIPAA compliant?
Salesforce offers HIPAA-compliant configurations through its Business Associate Agreement (BAA). LOVALTO implements proper security controls including field-level encryption, audit trails, role-based access, and session management to ensure PHI protection meets HIPAA requirements.
Can Salesforce integrate with electronic health records (EHR) systems?
Yes. Salesforce integrates with Epic, Cerner, Allscripts, and other EHR platforms through HL7 interfaces, FHIR APIs, and custom integrations. These connections sync patient demographics, clinical data, appointments, and care plans between systems.
What healthcare use cases does LOVALTO support?
LOVALTO supports patient engagement, care coordination, revenue cycle management, referral management, population health, telehealth scheduling, and member services for health plans. The focus is on operational healthcare processes where Salesforce adds automation and visibility.
Start where the pain is.
If the org already exists and something feels off, a Health Check is the fastest diagnosis. If the EHR or billing integration is the problem, that is Integrations. Security and sharing model design is covered under Salesforce architecture. If a prior rollout stalled, start with Implementation Recovery. Not in healthcare? See all industries.
Tell us where the revenue cycle stalls.
Name the EHR, the practice management system, and the step where authorizations or claims get stuck. We will tell you what Salesforce should take on and what should stay where it is.