Red Mountain Weight Loss
A multi-location weight loss and aesthetics chain needed every patient touchpoint unified — from POS to pharmacy, scheduling to shipping. Cloud Nerd delivered an enterprise Salesforce Health Cloud implementation that connected all 18 systems across 26 weeks.
Engagement at a glance
Salesforce Health Cloud
Shopify
Sage Intacct
Dell Boomi
ZapierPOS, EHR, pharmacy, scheduling, shipping, and more
Platforms integrated
Over 26 weeks
Agile sprints delivered
Phase Two implementation + staff augmentation
Weeks to full go-live
Test, verify, baseline, and delta from Envision Cloud
Data migration
Red Mountain's rapid clinic expansion had left its technology stack completely fragmented. Patient records lived in Envision Cloud. POS ran through Eposly. Prescriptions were managed in MDScripts. Appointments in DayBack. Inventory in Sage Intacct. Telehealth in Doxy.me. None of these systems talked to each other — and none talked to Salesforce. Staff were manually bridging every gap, creating risk and degrading the patient experience.
Cloud Nerd led a comprehensive discovery sprint with Red Mountain's clinical, operations, and technology leadership to map all 18 integration points and sequence 12 agile sprints. The team configured Salesforce Health Cloud as the unified patient record, built the Experience Cloud patient portal, integrated every clinical and operational platform, and executed a four-phase data migration from Envision Cloud.
For the first time, Red Mountain operates a single patient record that unifies scheduling, clinical notes, prescriptions, lab results, POS transactions, and patient communications. Automated commission reporting replaced monthly manual reconciliation. The architecture is documented and ready to support new clinic openings.
No two systems in Red Mountain's technology stack shared data — leaving clinicians, front desk, and administrators manually bridging gaps between patient records, prescriptions, scheduling, and billing.
MDScripts and Pharmetika were completely isolated from the clinical record — physicians had to toggle between systems to order, verify, and track medications for every patient.
Eposly transaction data never flowed into Salesforce, forcing the operations team to manually export, reconcile, and calculate employee commissions every month.
Years of patient records, visit history, and clinical data existed only in the legacy Envision Cloud system with no clean migration path to Salesforce.
Cloud Nerd facilitated a comprehensive scope checkpoint with Red Mountain leadership, built a complete user story backlog across 12 two-week sprints, and produced solution designs for all 18 integration points.
The core Health Cloud platform and primary integrations were built sprint by sprint — Experience Cloud patient portal, Lightning Scheduler, Eposly POS, Shopify, Sage Intacct, and Slack.
The most complex integrations — MDScripts pharmacy, Doxy.me telehealth, Care360 and Sonora Quest labs, and Shippo shipping — were delivered in the final phase alongside a four-phase Envision Cloud data migration.
Cloud Nerd provided a structured post-launch staff augmentation with an embedded Architect, Developer, and Data Migration specialist to resolve post-launch tickets, document all integration flows, and produce a comprehensive Admin Guide.
Platforms unified in one Salesforce Health Cloud
Patient record spanning clinical, Rx, POS, and scheduling
Commission reporting from live Eposly POS data
Zero-loss data migration from Envision Cloud
Compliant architecture with field-level security throughout
What's next
With all 18 systems integrated and documented, Red Mountain has the technology infrastructure to support rapid new clinic openings, expanded telehealth capabilities, and AI-driven patient retention workflows — without rebuilding from scratch.
Technologies in this engagement
Salesforce Health Cloud
Shopify
Sage Intacct
Dell Boomi
Zapier
SlackReady to do this?
Book a 30-minute strategy call. We'll walk through exactly what we'd do on your stack — no commitment, no pitch deck, just specifics.
