Global Nephrology Solutions
A nephrology practice management company needed to connect its EMR, telephony, marketing, and SMS systems into a single care coordination platform. Cloud Nerd architected and delivered a full Salesforce Health Cloud implementation — including bidirectional EMR integration — in sixteen weeks.
Engagement at a glance
Salesforce Health CloudSalesforce Marketing CloudDiscovery through production deployment
EMR, telephony, marketing automation, and SMS integrated
Complete care coordinator view built on Health Cloud
EMR sync with data warehouse for real-time patient data
Global Nephrology Solutions coordinates care across a network of nephrology practices, but its operations were fragmented across disconnected tools. Patient data lived in the EMR, communications went through a disconnected telephony system, marketing ran in a separate platform, and SMS was not integrated with any patient record. Care coordinators had no unified view of a patient's status or care history.
Cloud Nerd configured Salesforce Health Cloud for the Patient 360 and Care Coordinator workflows, then architected bidirectional data sync between Salesforce, the EMR, and a data warehouse. Cloud Nerd also integrated a CTI telephony adapter, marketing automation platform, and SMS system — all feeding patient interaction data back into Health Cloud. The engagement ran on two-week agile sprints with a sprint retrospective after each cycle.
GNS care coordinators now have a single platform showing every patient touchpoint — care history from the EMR, call logs from the CTI integration, marketing communication history, and SMS interactions — all surfaced inside Salesforce Health Cloud.
Patient clinical data, call center interactions, marketing outreach, and SMS communications each lived in a separate system. Care coordinators had to navigate four tools to understand a patient's current status — a process that was slow, error-prone, and unscalable.
Clinical data in the EMR was not available in Salesforce, and actions taken in Salesforce were not reflected in the EMR. Any changes required double-entry, creating data integrity risk and wasted coordinator time.
Call center agents had no patient context when calls came in. Without CTI integration, agents couldn't see patient history during a call, couldn't log call outcomes to the patient record, and couldn't trigger care workflows from a call result.
Cloud Nerd ran structured discovery sessions to map all patient care workflows, documented the full requirements backlog, and led GNS through the evaluation and selection of an integration middleware platform for the EMR and data warehouse sync.
Cloud Nerd configured Health Cloud for Patient 360 and Care Coordinator workflows, then built and tested all four system integrations using agile sprint cycles.
Cloud Nerd ran regression testing at the end of each sprint, executed data migration into Health Cloud, completed UAT with GNS care coordinators, and deployed to production.
Every care touchpoint — EMR, calls, marketing, SMS — in one view
Real-time EMR and data warehouse sync with Salesforce
CTI, EMR, marketing automation, and SMS live in production
Discovery through full production deployment
What's next
Global Nephrology Solutions is expanding into Phase Two, exploring Salesforce Health Cloud population health management features and automated care gap identification.
Technologies in this engagement
Salesforce Health CloudSalesforce Marketing CloudReady to do this?
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