Build trusted member relationships on the #1 AI CRM.

Curate trusted experiences for health insurers by connecting and automating business processes from quote to care. Collaborate across the enterprise on a member-first healthcare administration software solution.

Trailblazers are improving healthcare with Salesforce.

Scale contact center experiences.

Guide members through a connected health journey and transform interactions into trusted relationships.

Improve agent productivity with best-practice tools like caller validation, relationship mapping, interaction tracking, call wrap-up, and more.

A portal that verifies patient information – shows name, last 4 digits of social security number, birth date, member ID, and zipcode.

Easily audit caller interactions to ensure compliance and maintain a high standard of quality across the spectrum of digital channels.

Create personalized inbound and outbound interactions with real-time 360-degree views that offer relevant member, provider, and third-party partner information.

A portal that verifies patient information – shows name, last 4 digits of social security number, birth date, member ID, and zipcode.

Strengthen provider networks.

Leverage the power of a single, connected system to quickly grow, manage, and improve collaboration across your network of quality providers.

Manage the contract lifecycle, track negotiations, and capture communications to support strategic provider relationship management decisions, while optimizing reimbursement rates and ensuring regulatory compliance. Leverage a 360-degree view of each provider with unified data across channels.

A performance dashboard shows a new scheduled appointment and a received document portal.

Accelerate provider credentialing from weeks to days and improve data quality with direct-to-source integrations, automated primary source verification, and continuous ongoing monitoring.

A dashboard shows a prompt to add contacts to campaigns, and displays a recommended journey.

Consolidate provider information into a single operational data layer, enabling roster management, data validation, and seamless integration across systems to improve operational efficiency and maintain accurate provider directories.

A personalized home page for providers to see the status of their aplication and conveniently manage their data.

Enable providers to see the status of their applications and conveniently manage their profiles, issue resolution, and care processes — with intuitive, easy-to-use portals — focusing on a better provider experience, higher provider engagement.

A performance dashboard shows a new scheduled appointment and a received document portal.
A dashboard shows a prompt to add contacts to campaigns, and displays a recommended journey.
A personalized home page for providers to see the status of their aplication and conveniently manage their data.

Promote integrated care management.

Empower care teams to achieve cost-effective outcomes and experiences.

Conduct comprehensive medication reviews, reconcile therapies, detect drug-to-drug interactions, and document discrepancies and recommendations.

A dashboard shows a comprehensive medical review and medical distribution.

Unify sources of member health data like claims, labs, pharmacy, EMR, assessments, and social determinants to drive stratification insights.

A care plan wizard dashboard with a pop-up to add social determinants of health.

Calculate unified health scores, identify at-risk members, and enroll them in care programs to address their needs and improve adherence.

An engagement overview and a pop-up of customer details including their journey.
A dashboard shows a comprehensive medical review and medical distribution.
A care plan wizard dashboard with a pop-up to add social determinants of health.
An engagement overview and a pop-up of customer details including their journey.

Streamline benefit sales and administration.

Transform quoting, enrollment, benefits management, and renewals to seamlessly convert and retain members.

Accelerate your leads and relationships with actionable data and predictive AI for small and large groups.

A user interface that explains benefits and administration.

Save your sales team time with automated emails and next best actions that leverage account insights.

A group sales dashboard shows automatic generation of email by Einstein assistant.

Provide a seamless enrollment experience for your employee admins and brokers with options to quickly filter, compare, and check out.

An interface shows medical plan shopping for health insurance with selected plans, available plans, and best match.
A user interface that explains benefits and administration.
A group sales dashboard shows automatic generation of email by Einstein assistant.
An interface shows medical plan shopping for health insurance with selected plans, available plans, and best match.

Modernize utilization management.

Speed time to care with electronic intake, review, and tracking of prior authorizations, concurrent or retro-reviews. Automate workflows and leverage AI to drive reporting and compliance throughout the authorization process. Proactively mitigate against SLA breaches and ensure timely responses that are customized to member plan and service.

Eliminate back and forth using DaVinci-compliant FHIR APIs that allow providers to electronically submit and track requests. Provide agents with a unified view of all member interactions and documentation and form field extraction.

electronic prior auth and text extraction

Intelligently route and prioritize requests to the appropriate reviewers to ensure rapid responses. Assess medical necessity with evidence-based criteria to enable appropriate care determinations. Promote transparency into approved, denied, and appealed claims with real-time coverage alerts.

prioritized care requests, recommendations, and notifications

Leverage AI-powered insights to identify historical diagnosis patterns and determine auto-approval rules for common procedures. Use predictive analytics to manage network adequacy, make intelligent decisions to improve program effectiveness, and maintain compliance for regulatory standards.

SLA breach predictions and services pathway recommendation
electronic prior auth and text extraction
prioritized care requests, recommendations, and notifications
SLA breach predictions and services pathway recommendation

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Salesforce for Payers FAQ

Health Cloud is a healthcare payer administration software that allows health plans to influence better health decisions, improve the member and broker experience, and reduce the cost of care through collaboration. Learn more

Payers need a single source of truth for all their member, broker, and provider data. Rather than siloed point solutions, it is crucial to have a consolidated view of everything on a connected platform. This drives productivity and optimal services and outcomes.

Health Cloud advances the ability of healthcare systems to drive stronger member relationships with out-of-the-box functionality. With it, organizations can manage the entire member journey from prospect to enrollment, provider selection, benefits administration, service, care support, billing, and more.

Look for a solution architected for flexibility with tools that help you deliver innovation quickly. Consider the total cost of ownership of any healthcare solution including the ability to integrate with other digital and third-party solutions, uptime, access to advanced features, ongoing support, and implementation.