Salesforce Health Cloud
Patient relationship management for practices that have outgrown spreadsheets. Care coordination, intake, follow-up.
Med spa · PT · Mental health · Primary care
The fractional CTO for healthcare practices.
Med spas, physical therapy, mental health, primary care. Salesforce Health Cloud, EHR integration, HIPAA-aware AI, telehealth, patient communications, attribution — owned by one accountable partner under a signed BAA.
Why healthcare practices hire us
HIPAA is the floor. Outcomes are the ceiling.
Most healthcare IT vendors stop at “compliant” and walk away. We start there. Then we wire your EHR into a CRM, deploy AI that’s actually safe to use on PHI, and tie every marketing dollar back to an actual patient visit. One partner. One BAA. One bill.
$3,800/mo
Average software waste cut in first 60 days
100%
Of our healthcare clients operate under a signed BAA
7 vendors
Replaced by one accountable technology partner
BAA
Signed before any PHI is touched
The healthcare stack we run
EHR-agnostic. Outcome-obsessed.
We don’t sell you an EHR — we make your existing one work harder. The fractional CTO model means we own integrations, automations, and the AI layer on top.
EHR Integration
FHIR, HL7, vendor SDKs. We bridge your EHR to CRM, marketing, AI, and reporting without breaking compliance.
Telehealth
HIPAA-eligible video, e-prescribe, and patient portal integrated end-to-end into your EHR and comms stack.
Patient Communications
Two-way SMS, reviews, reminders, payments — wired to your EHR so confirmations actually update the schedule.
HIPAA-Aware AI
Intake summarization, voice agents, clinical documentation — built on BAA-covered models only.
Attribution & Reporting
Every marketing dollar tied back to a real visit. Per-provider, per-service, per-location revenue dashboards.
Specialties we serve
Different practice. Same playbook.
The systems differ — Mindbody for med spas, WebPT for physical therapy, SimplePractice for mental health, Athena or eClinicalWorks for primary care. The pattern doesn’t: EHR is the source of truth, CRM owns the relationship, AI handles the repeatable, and reporting closes the loop.
We pick the right stack for the specialty, then run it.
- Med spas — Mindbody, Aesthetic Record, Boulevard. Membership programs, package selling, before/after consent.
- Physical therapy — WebPT, Prompt EMR. Plan-of-care completion, HEP automation, payer mix dashboards.
- Mental health — SimplePractice, TheraNest, Headway. Intake workflows, no-show recovery, supervision tracking.
- Primary care — Athena, eClinicalWorks, DrChrono. Care gaps, recall, value-based care reporting.
- Multi-specialty — Salesforce Health Cloud as the unifying layer above per-specialty EHRs.
Real result · multi-location med spa
37% lift in membership conversion.
A 3-location med spa in Houston added a follow-up sequence to every consult that didn’t convert. Result: 37% of declined consults converted to membership within 14 days.
37%
Decline-to-membership recovery rate
HIPAA-aware AI
The AI conversation has changed. Compliance hasn’t.
“ChatGPT but for our practice” is not a strategy. We deploy AI workflows that are actually safe to use on PHI — and useful enough to matter.
Voice agents (BAA-covered)
Inbound call coverage on infrastructure that supports a BAA. No exceptions.
Intake summarization
Patient intake forms summarized into the EHR with extracted SDOH, allergies, and chief complaints.
Clinical scribe integration
Deploy and configure ambient scribes (Suki, DAX, Heidi) for your specialty and workflow.
Patient triage
Web and SMS triage flows that route urgent to staff, routine to scheduling, sales to consult.
One BAA. One roadmap. One bill.
Book a free audit. We’ll map your current healthcare stack and tell you whether a fractional CTO is the right move for your practice.
How we deliver
From discovery to live in 90 days.
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1
Free practice audit
20-minute call. We learn your specialty, EHR, KPIs, and the biggest bottleneck.
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2
Paid roadmap (weeks 1–2)
Written technology roadmap and 90-day plan. Credited toward retainer if you proceed.
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3
BAA + consolidation (days 1–30)
BAA signed. Vendor logins transferred. Redundant subs cancelled. EHR integrations live.
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4
Automation + AI (days 31–60)
AI workflows deployed on BAA-covered infrastructure. Patient communications automated.
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5
Growth + attribution (days 61–90)
SEO + AEO live. Marketing tied to actual patient visits. Monthly ownership reporting.
FAQ
Questions healthcare owners ask before signing.
Real answers to the questions practice owners ask before signing.
What kinds of healthcare practices do you serve?
Med spas, physical therapy clinics, mental health practices, primary care clinics, and multi-specialty groups. We do not serve hospitals or large health systems — our sweet spot is 1–25 provider practices.
Do you integrate with our existing EHR?
Yes. We work with most modern EHRs through FHIR APIs, HL7 interfaces, and vendor SDKs. We don’t replace your EHR — we make it the source of truth and wire everything else into it.
How much does a fractional CTO cost for a healthcare practice?
Retainers start at $1,500/month for a single-location practice and scale with stack complexity, number of providers, and number of locations.
Can you deploy HIPAA-compliant AI workflows?
Yes. We deploy AI only on BAA-covered infrastructure — AWS HIPAA-eligible services, BAA-covered model providers, and vendor-native AI features. We will not deploy any tool that breaks your PHI compliance posture.
Do you set up telehealth?
Yes. We deploy and integrate HIPAA-eligible telehealth platforms with your EHR and patient communications stack so visits, notes, and follow-ups stay in one workflow.
Are you a Salesforce Health Cloud partner?
Yes. We are a Salesforce Consulting Partner and deliver Health Cloud implementations for practices that need patient relationship management at scale.
Will you sign a BAA?
Yes. We sign Business Associate Agreements with every healthcare client before any PHI is touched.
Ready to run one healthcare stack?
Book a 20-minute discovery call. We’ll map your current stack, name the three biggest leaks, and tell you whether a fractional CTO actually makes sense for your practice.