Healthcare is in the midst of a digital reckoning. As patients become more tech-savvy and expect seamless, on-demand service, traditional healthcare systems are under immense pressure to evolve. Paper-based records, siloed communication, and fragmented care pathways are no longer acceptable.
Enter Salesforce Health Cloud + AI.
This powerful combination transforms how care is delivered, coordinated, and experienced. At Aekot, our Salesforce implementation strategy focuses on making patient care proactive, connected, and data-informed, rather than reactive and manual.
Whether you’re a hospital group, digital health startup, or insurance aggregator, the digital patient journey offers immense value across every touchpoint. Here’s what that journey looks like and how Aekot, a leading CRM consulting company in India, UAE, and the US, can help you get there.
Patient Onboarding: From Friction to Flow
The journey begins long before a patient enters a facility.
With Salesforce Health Cloud:
- Patients can fill out digital forms and consent from any device
- Chatbots powered by AI assist in triaging basic queries
- Insurance eligibility is verified instantly
- Appointment scheduling is optimized using AI insights
Tips:
- Use automated email and SMS confirmations
- Enable integration with third-party scheduling apps (e.g., Zocdoc)
- Personalize onboarding content based on condition or age group
Intelligent Triage and Consultation Support
Patients no longer need to repeat their history at every step. Providers access a unified 360-degree view of the patient within Salesforce.
Salesforce Health Cloud + AI helps you:
- Analyze patient history in real time
- Suggest possible care paths or next steps
- Predict high-risk conditions with AI algorithms
Benefits:
- Shorter consultation times
- Enhanced diagnostic confidence
- Better coordination between primary and specialty care
Case Coordination and Remote Monitoring
Whether patients are in recovery, dealing with chronic conditions, or managing lifestyle improvements, ongoing care is key. Health Cloud allows for:
- Multi-provider case tracking
- Smart reminders for medication, labs, and follow-ups
- Secure communication between care teams and patients
Features to implement:
- Custom workflows for chronic care management
- Patient progress dashboards using Tableau
- Telehealth integrations
Post-Care Engagement and Personalization
Once a patient leaves the hospital, the journey shouldn’t end.
Here’s how Salesforce + AI supports post-care:
- Automatically send recovery tips or rehab instructions
- Capture sentiment via surveys or behavior tracking
- Trigger follow-up actions based on engagement or risk
Top use cases:
- Preventive outreach for patients with missed appointments
- AI-suggested care plans based on data trends
- Personalized email campaigns based on past visits
Aekot’s Salesforce Implementation Strategy
We’ve worked with clients across healthcare, insurance, and life sciences to craft tailored Salesforce solutions that reflect their real-world workflows.
Aekot’s approach:
- Begin with a discovery and readiness assessment
- Configure Health Cloud for specific roles: doctors, nurses, case managers, admins
- Ensure compliance with HIPAA and local data laws
- Integrate third-party tools and analytics platforms
Aekot’s Salesforce implementation strategy includes:
- Custom automation for high-frequency tasks
- Dynamic dashboards for patient engagement metrics
- Scalable architecture to support growth and expansion
Real-World Example: A Multispecialty Clinic Network
Aekot partnered with a multispecialty clinic network operating across India and the UAE. Their goals were to:
- Reduce patient onboarding time
- Increase patient engagement post-treatment
- Enable smoother coordination between general and specialty departments
With Salesforce Health Cloud + AI, they achieved:
- 40% faster onboarding through digital workflows
- 2x increase in patient feedback response rates
- 30% reduction in missed follow-ups
The key? A digital patient journey framework tailored to their operations, not a one-size-fits-all template.
Conclusion
The healthcare landscape is changing fast. Patients expect more, providers are overwhelmed, and the regulatory landscape grows increasingly complex.
Salesforce Health Cloud + AI empowers organizations to not only keep up, but lead.
If your organization is ready to move from fragmented processes to a connected, intelligent patient experience, Aekot is ready to guide the way.
We’re more than a Salesforce consulting partner, we’re your transformation ally across India, the UAE, and the US.