Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Authorize, claim processing and payment are available at the point-of-care. Improve care coordination and improve outcomes for lower medical costs while streamlining administrative processes. Engage providers at point of care to share and capture data in real time, resulting in an unprecedented exchange of health information. We work with our clients to develop risk management strategies that produce better outcomes at lower costs. We aim to improve the user experience of everyone in the ecosystem. To optimize clients' resources, we deliver a minimum of a 3:1 ROI. Conexia has created a core technology platform (ONE), which can be customized to meet the different regulatory requirements and operational processes of each client in each geographic region. Our initial implementation is usually an overlay on the existing technology ecosystem of the payer to create real-time processes.

Description

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CareBridge No 
Concord Cloud Fax No 
Consensus Harmony No 
Inspire Planner No 
PhoneIQ No 
Provar No 
Salesforce No 
Salesforce Agentforce No 
Salesforce Agentforce Life Sciences No 
Wufoo No 

Integrations

CareBridge Yes 
Concord Cloud Fax Yes 
Consensus Harmony Yes 
Inspire Planner Yes 
PhoneIQ Yes 
Provar Yes 
Salesforce Yes 
Salesforce Agentforce Yes 
Salesforce Agentforce Life Sciences Yes 
Wufoo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Conexia

Founded

1996

Country

United States

Website

conexia.com/en

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

Product Features

Benefits Administration

COBRA Administration No 
Claims Management Yes 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration Yes 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management Yes 
Retiree Administration No 
Retirement Plan Management No 

Claims Processing

Adjustor Management No 
Case Management No 
Claim Resolution Tracking Yes 
Co-Pay & Deductible Tracking No 
Compliance Management Yes 
Customer Management No 
Electronic Claims Yes 
Forms Management Yes 
Paper-Based Claims No 
Payor Management No 
Policy Administration Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management Yes 
Marketing Automation No 
Medical History Records Yes 
Patient Communications No 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Hospital Management

Accounting Integration No 
Appointment Management No 
Appointment Scheduling No 
Bed Management No 
Billing & Invoicing No 
Claims Management Yes 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management No 
Physician Management No 
Policy Management Yes 
Revenue Management No 

Medical Billing

Claims Processing Yes 
Claims Scrubbing No 
Code & Charge Entry No 
Compliance Tracking No 
Customizable Dashboard No 
Dunning Management No 
Invoice History Yes 
Patient Eligibility Checks Yes 
Practice Management No 
Quotes/Estimates No 
Remittance Advice No 

Population Health Management (PHM)

Analytics Yes 
Cost-of-Care Analysis Yes 
Data Storage No 
EMR/EHR Integration No 
Patient Engagement Yes 
Patient Identification Yes 
Patient Risk Stratification Yes 
Patient-Reported Outcomes Yes 
Payment Bundling Yes 
Predictive Alerts Yes 
Test & Treatment Reminders Yes 
Utilization Tracking Yes 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Hospital Management

Accounting Integration Yes 
Appointment Management No 
Appointment Scheduling Yes 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management Yes 
Physician Management No 
Policy Management No 
Revenue Management No 

Patient Case Management

Activity Tracking Yes 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring Yes 
Real Time Reporting Yes 
Waiting Time Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans Yes 
Care Summaries No 
EHR-Agnostic Yes 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

Alternatives

NextGen Population Health Reviews

NextGen Population Health

NextGen Healthcare

Alternatives

Veeva CRM Reviews

Veeva CRM

Veeva Systems
Jiva Reviews

Jiva

ZeOmega
VirtualHealth HELIOS Reviews

VirtualHealth HELIOS

VirtualHealth
Foothold Reviews

Foothold

Foothold Technology