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Salesforce and OMS had zero integration
Patient, Order, and clinical Note data lived only in the OMS. Salesforce was intended as the clinical CRM but had no data — making it unusable without manual data entry for every record.
The challenge
UpScript Health's Order Management System was the source of truth for patient data, prescriptions, and orders. Salesforce was the intended home for clinical CRM, service, and communications. But these two systems had never been connected. Every order update required manual reconciliation between systems. As UpScript scaled, this gap became a critical operational risk.
The approach
Cloud Nerd presented two integration architectural approaches and UpScript selected a full bidirectional sync — keeping both systems in real-time alignment. The team built a MuleSoft iPaaS middleware layer, developed APEX REST API services for each object type, built 22 Salesforce email automation flows, and executed a four-run data migration of 23 OMS tables.
The outcome
Every update in the OMS now reflects in Salesforce within seconds, and vice versa. Clinicians and care coordinators work from a single Salesforce interface. Every patient lifecycle event triggers an automated, personalized email — zero manual intervention. All 23 historical data tables were migrated with zero data loss.
