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Description

We assist healthcare providers in coordinating care pathways and improving the experiences of patients, practitioners, and communities alike. Our ambitious digital transformation initiative is designed to create a healthcare ecosystem that prioritizes human interaction, ultimately transforming the patient journey and strengthening the relationship between patients and providers. By utilizing our unique software platform and an extensive array of solutions, we facilitate unparalleled convenience and streamline the clinical and service experiences for patients, healthcare professionals, and provider organizations. This commitment to innovation ensures that all stakeholders in the healthcare system benefit from a more integrated and efficient approach to care delivery.

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

Types of Training

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

Vendor Details

Company Name

HealthViewX

Founded

2015

Country

United States

Website

www.healthviewx.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

Product Features

Home Health Care

Billing & Invoicing No 
Charting No 
Electronic Signature No 
Employee Tracking No 
Medication Database No 
Patient Intake No 
Scheduling No 
Time / Task Reporting No 

Patient Case Management

Activity Tracking No 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant No 
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 No 
Real Time Reporting No 
Waiting Time Tracking No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Remote Patient Monitoring

Dashboard No 
Data Import/Export No 
HIPAA Compliant No 
Mobile Payments No 
Monitoring Device Integration No 
Patient Engagement No 
Patient Portal No 
Patient Records Management No 
Patient Surveys No 
Reminders No 
Virtual Visits No 

Telemedicine

Appointment Reminders No 
Appointment Scheduling No 
Chat / Messaging No 
E-Prescribing No 
For Medical Purposes No 
HIPAA Compliant No 
Multi-Provider Practice No 
Online Forms No 
Patient Queue Management No 
Practice Management No 
Remote Treatment Plans No 
Teleradiology No 
Video Conferencing No 

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 

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