Your Care Teams Shouldn't Be Guessing What Happened at the Last Visit
Phoenix AI Platform connects Salesforce Health Cloud to your EHR, scheduling, billing, and patient portal — then deploys AI agents that route patients to the right care, score risk in real time, and close referral gaps before they become readmissions.
Most health systems buy Salesforce Health Cloud expecting a unified patient view. What they get is another silo — because Health Cloud can't pull real-time data from Epic, Cerner, or your scheduling system without custom integration work that never quite finishes. Care coordinators still flip between tabs. Referrals still get lost in fax queues. Patient outreach still runs on spreadsheets pulled last Tuesday. Phoenix fixes the plumbing and puts AI on top so your teams can actually coordinate care.
Sound Familiar?
These are the problems we hear on nearly every first call with health system operations and IT leaders. If even one describes your situation, your Salesforce investment is underperforming.
Care coordinators toggle between the EHR, Health Cloud, and a spreadsheet to manage their patient panel
A care coordinator starts the morning by pulling a list of high-risk patients from the EHR, cross-referencing it with outreach notes in Health Cloud, and checking a shared spreadsheet for who was actually contacted last week. Three systems, three different versions of the truth. By the time the list is reconciled, half the morning is gone — and the patients who needed a call yesterday still haven't been reached.
Referrals disappear into a fax queue and nobody knows until the patient calls back
A primary care physician refers a patient to cardiology. The referral is faxed. The specialist's office receives it — maybe — and schedules the patient — eventually. Meanwhile, Health Cloud shows the referral was 'sent' but has no visibility into whether it was received, scheduled, or completed. The care coordinator finds out the referral was lost when the patient calls three weeks later asking why nobody contacted them.
Patient outreach campaigns run on stale data because nobody can get a clean list
Your population health team wants to reach diabetic patients overdue for an A1C. The EHR has clinical data. The billing system has payer information. The scheduling system knows who has an upcoming appointment. Getting all three into one outreach list requires a report request, a two-week wait, and a CSV file that's already outdated by the time it arrives. Outreach that should be continuous runs in quarterly batches.
You paid for Health Cloud but clinicians don't trust the data in it
Salesforce Health Cloud was supposed to be the patient engagement hub. Instead, nurses and care managers open it, see a medication list from last month and an address from two years ago, and go straight back to the EHR. The data in Health Cloud is stale because the integration runs overnight — if it runs at all. Until clinicians trust it, adoption won't move.
Integration Gets Data Flowing. AI Turns It into Better Patient Outcomes.
Connecting Salesforce Health Cloud to your clinical and operational systems is the prerequisite. The real transformation happens when AI agents start acting on that unified data — routing patients, flagging risks, closing care gaps, and managing referrals without someone manually working a list.
AI-powered patient risk scoring
An AI agent continuously analyses EHR data, claims history, social determinants, and engagement patterns to score each patient's risk of hospitalisation, readmission, or care gap escalation. Scores update in real time inside Health Cloud so care coordinators prioritise the patients who need attention most — not whoever is next on a static list.
Referral intelligence and tracking
When a referral is placed, an AI agent monitors its lifecycle — sent, received, scheduled, completed, or stalled. If a referral hasn't been acknowledged within the expected window, it flags the care coordinator in Health Cloud with recommended next steps. Referral leakage drops because nothing falls through the cracks.
Population health outreach orchestration
AI agents identify patients with open care gaps — missed screenings, overdue labs, lapsed chronic care visits — and trigger personalised outreach through the right channel at the right time. Outreach timing is optimised based on patient response history, reducing no-shows by 30% and turning quarterly campaigns into continuous engagement.
Care transition coordination
When a patient is discharged, an AI agent assembles the transition plan — follow-up appointments, medication reconciliation, home health referrals — and pushes it into Health Cloud with task assignments for the care team. Discharge summaries no longer sit unread in a fax queue while the patient bounces back to the ED.
AI agents run on Phoenix AI Platform with full observability, audit trails, and explainable decisions. See all healthcare AI use cases.
What Changes After Integration + AI
This isn't a data sync project. It's a fundamental shift in how your health system coordinates care — fewer manual handoffs, faster interventions, and intelligence that compounds as more data flows through the system.
No-show rates drop by 30%
AI-optimised outreach contacts patients through their preferred channel at the time they're most likely to respond. Appointment reminders, pre-visit instructions, and transportation assistance are triggered automatically based on scheduling and patient history.
Care coordinators manage panels without leaving Health Cloud
Real-time EHR data, risk scores, referral status, and care gap alerts — all visible in one place, updated continuously by Phoenix. When a coordinator opens a patient record, they see the full picture, not a stale snapshot.
Referral completion rates increase measurably
AI agents track every referral from order to completion. Stalled referrals surface automatically with context and recommended actions. Care coordinators spend time resolving issues, not hunting for lost faxes.
Population health moves from quarterly reports to continuous action
Care gaps, screenings, and chronic care needs are identified and acted on in real time. Your quality team sees live dashboards instead of waiting for the next data pull — and patients get outreach when it matters, not weeks later.
Improved care transitions reduce readmission risk
AI-assembled discharge plans with automated follow-up scheduling and medication reconciliation ensure patients don't fall through the cracks between inpatient, outpatient, and community care. The 30-day readmission window becomes a managed process, not a hope.
Patient satisfaction scores improve as engagement becomes proactive
Patients notice when their care team follows up without being asked, when referrals happen seamlessly, and when their information doesn't need to be repeated at every visit. Proactive coordination driven by AI translates directly into better CAHPS scores and patient loyalty.
How We Get You There
We don't drop a connector in your lap and wish you luck. Phoenix integrations are delivered through structured programs designed for healthcare operations.
AI Integration Diagnostic
We map your current systems — EHR, scheduling, billing, patient portal, Salesforce Health Cloud — and identify where disconnected data is costing you the most. You walk away with a clear picture of the highest-value integration and AI opportunities, scoped and prioritised. Takes 2–3 weeks.
Learn more5-Day Agent Sprint
We deliver your first production integrations and an AI agent pilot on Phoenix AI Platform. Typically this means Health Cloud connected to your EHR with real-time patient demographics and encounter data, plus one AI agent — like risk scoring or referral tracking — running in production.
Learn moreEnterprise Integration Program
For health systems that need the complete picture: EHR, scheduling, billing, patient portal, and claims — all connected through Phoenix with AI agents handling risk stratification, referral intelligence, care gap outreach, and transition coordination. Delivered over 3–6 months with a dedicated integration architect.
Learn moreManaged AgentOps
Ongoing monitoring and optimisation of your healthcare integration ecosystem. We manage data quality, AI model tuning, and new agent deployment so your clinical and operations teams focus on patient care, not integration maintenance. Includes 24/7 support and quarterly business reviews.
Learn moreFrequently Asked Questions
Other Healthcare Integrations
Salesforce is one piece of the puzzle. Phoenix AI Platform connects all your healthcare systems.
Find out what's possible in a free diagnostic
We'll map your systems, identify the highest-value integration and AI opportunities, and scope a first Sprint — whether you work with us or not.