Salesforce Health Cloud: Tips for Patient-Centric Care in Healthcare

October 1, 2024

Healthcare organizations must continually seek ways to enhance patient outcomes while maintaining operational efficiency. Placing the patient at the center of care delivery is paramount. Salesforce Health Cloud, with its robust Customer Relationship Management (CRM) capabilities, is uniquely positioned to support this transformation by enabling patient-centric care through data-driven insights, personalized interactions, and streamlined workflows. 


Essential Tips for Delivering Patient-Centric Care 


1. Leverage 360-Degree Patient Views 

One of the core strengths of Salesforce Health Cloud is its ability to provide a comprehensive, 360-degree view of each patient. By integrating data from various sources, such as Electronic Health Records (EHRs), appointment histories, and social determinants of health, clinicians and care teams can access a single, unified view of the patient. 

  • Tip: Customize patient profiles to include relevant metrics that align with your care models. For example, adding specific fields for chronic conditions or past interventions allows for quicker decision-making, leading to more timely and accurate care. 


 2. Personalize Patient Engagement 

Personalization is critical in fostering trust and engagement with patients. Salesforce Health Cloud enables personalized communication via preferred channels, such as email, SMS, or phone, and empowers care teams to schedule reminders, deliver educational content, and follow up on care plans based on individual preferences and needs. 

  • Tip: Segment patient populations to tailor outreach efforts. For example, patients with diabetes may benefit from regular reminders to monitor blood sugar levels, while elderly patients might appreciate personalized content about preventive care. Use automation to trigger these communications to ensure consistency. 


3. Optimize Care Coordination 

Effective care coordination can make a significant impact on patient outcomes. Salesforce Health Cloud allows care teams to collaborate seamlessly by sharing information across departments, ensuring that everyone involved in a patient’s care is on the same page. Additionally, Salesforce allows an extended community of care beyond the Healthcare organization, by allowing access to at home care givers like family members.  

  • Tip: Implement workflows that facilitate interdisciplinary collaboration. For instance, creating custom care plans that involve both primary care providers and specialists can streamline treatment for patients with complex needs. Additionally, use task automation to assign follow-up responsibilities, reducing gaps in care. 


4. Empower Patients with Self-Service Options 

Today’s patients are more digitally savvy than ever, and they expect the ability to manage their own healthcare experiences. Salesforce Health Cloud’s self-service portals and mobile applications empower patients to take control of their health by scheduling appointments, accessing test results, and communicating with care teams directly. 

  • Tip: Integrate a patient self-service portal that allows patients to update their information, request prescription refills, or view personalized health insights. Ensure that the interface is user-friendly and accessible across devices to accommodate patients of varying digital proficiency. 


5. Use Data and Analytics for Predictive Care 

Salesforce Health Cloud offers powerful analytics capabilities that allow healthcare organizations to move from reactive to proactive care. By analyzing patient data, healthcare providers can identify trends, predict potential health issues, and intervene before a condition worsens. 

  • Tip: Implement predictive analytics to identify high-risk patients who may require additional care or monitoring. For example, leveraging AI to predict readmissions based on patient histories can lead to early interventions, reducing hospitalizations and improving patient outcomes. 


6. Ensure Data Security and Compliance 

In healthcare, protecting patient data is not just a priority—it’s a legal requirement. Salesforce Health Cloud is built with security and compliance in mind, offering features such as HIPAA-compliant data handling, encryption, and regular security audits to ensure patient data remains protected. 

  • Tip: Regularly review your organization’s security protocols and ensure that all Salesforce users are properly trained in handling sensitive health information. Set up role-based access to limit exposure to patient data only to those who need it, and conduct periodic audits to ensure compliance. 


7. Continuously Adapt to Evolving Patient Needs 

Healthcare is constantly evolving, and so are patient needs. Salesforce Health Cloud’s flexible architecture allows healthcare organizations to adapt quickly to these changes. Whether you need to modify workflows, update care plans, or integrate new data sources, Health Cloud’s scalability ensures that your organization can remain agile. 

  • Tip: Stay ahead of the curve by regularly evaluating patient feedback and outcomes data to identify areas for improvement. Be prepared to make adjustments to care models, communication strategies, and technology infrastructure as new trends in patient care emerge. 

 

Unlocking Success 

Salesforce Health Cloud is a powerful tool for healthcare organizations seeking to prioritize patient-centric care. By leveraging its capabilities, healthcare providers can enhance the patient experience and improve overall outcomes. As healthcare continues to evolve, embracing technologies like Salesforce Health Cloud will be crucial for organizations looking to stay competitive while delivering exceptional care. 


Incorporating Salesforce Health Cloud into your healthcare practice can be a game-changer. With the right strategy, tools, and expertise, your organization can not only meet but exceed patient expectations, leading to better care outcomes and long-term success. 

Looking to implement or optimize Salesforce Health Cloud? Kona Kai Corp., specializes in CRM solutions tailored to healthcare and are a Salesforce partner. Let us help you design a patient-centric strategy that works for you. 


Begin your evolution.

INSIGHTS

February 16, 2026
As organizations head into 2026, the conversation around artificial intelligence (AI) is changing. The early years of AI adoption were dominated by experimentation. Proofs of concept multiplied. Vendors promised transformation. Internal teams explored use cases in pockets across the organization. Yet for many enterprises, the results have been uneven at best. In 2026, AI success will no longer be determined by access to advanced models or cutting-edge tools. It will be determined by something far less exciting, but far more powerful: execution. Organizations that struggle with AI rarely lack ambition but instead lack structure and organizational readiness. Here’s what you can expect to see in 2026. Agentic AI Becomes Operational, Not Experimental Agentic AI is often described as the next frontier—AI systems that can reason, plan, and take action autonomously. In theory, this represents a major leap forward. In practice, 2026 will expose a hard truth: autonomy without discipline or readiness creates risk faster than value. The most effective organizations will not deploy agentic AI broadly or indiscriminately. Instead, they will apply it deliberately within clearly defined operational boundaries. Agentic AI will increasingly be used to coordinate workflows, surface decision options, and manage repetitive execution across systems, while humans retain ownership over judgment and accountability. What matters most is not how “intelligent” the agent is, but how well it is embedded into existing processes and platforms. When agentic AI operates outside of governed systems of record, organizations lose visibility, auditability, and trust. When it is designed as part of an integrated operating model, it becomes a force multiplier. In practice, we are already seeing this distinction play out. One organization attempted to deploy autonomous agents across customer operations without clear escalation paths or system boundaries, quickly creating confusion and rework. Another embedded agentic AI narrowly within its CRM workflows to triage cases, surface next-best actions, and route work—reducing cycle time while preserving human accountability. The difference was not the intelligence of the agent, but the discipline of its deployment and readiness of the company. In 2026, agentic AI will succeed quietly inside workflows, under guardrails, and in service of execution rather than experimentation. The Shift from Models to Systems By 2026, the advantage of having access to the most advanced AI model will be minimal. Models will improve, but they will also become more interchangeable. The differentiator will be the system surrounding them. Organizations that see real returns from AI will focus on how data moves, how decisions are made, and how outcomes are measured. AI does not operate in isolation. It inherits the strengths and weaknesses of the environment in which it is deployed. At KKC, we often see AI initiatives stall because foundational questions were never addressed. Data may exist, but not be trusted. Platforms may be implemented, but not integrated. Processes may be documented, but not followed. AI simply exposes these gaps faster. We frequently see organizations using the same AI tools achieve radically different outcomes. In one case, two teams implemented similar predictive capabilities. One struggled due to inconsistent data definitions and disconnected platforms. The other succeeded by first aligning data ownership, integrating systems of record, and defining how insights would be acted upon. The technology was identical. The system was not. In 2026, the most successful AI programs will be built on strong systems thinking. They will prioritize reliability over novelty and consistency over speed. 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Those with defined approval models, monitoring, and escalation paths move faster because teams know exactly how to proceed. Governance removes friction while not slowing AI down. In 2026, governance will be recognized as infrastructure instead of overhead. AI Readiness Is No Longer Just Technical One of the most underestimated shifts heading into 2026 is the recognition that AI readiness is as much about people as it is about technology. Many organizations underestimate the cultural impact of AI. Teams may distrust outputs they do not understand. Leaders may struggle to explain how AI fits into decision-making. Employees may fear replacement rather than augmentation. When these concerns are not addressed, adoption stalls, even when the technology works. In several organizations we’ve observed, AI tools technically performed as designed but were quietly ignored. Teams lacked confidence in outputs, managers hesitated to rely on recommendations, and adoption plateaued. Where leaders invested in education, role clarity, and communication, usage increased without changing the underlying technology. Organizations that succeed in 2026 will invest intentionally in education, communication, and change management. They will articulate not just what AI does, but why it exists and how it supports human decision-making. They will prepare leaders to lead differently and teams to work differently. AI is not a software rollout. It is an operating model shift. From AI Theater to Real Outcomes By 2026, patience for AI initiatives without measurable impact will be gone. Executives will expect clear business cases, defined success metrics, and visible progress. AI strategies will increasingly resemble other enterprise transformation efforts grounded in financial outcomes, operational efficiency, and long-term scalability. At KKC, we help organizations move beyond AI theater by focusing on where AI creates tangible value and where it does not. 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