The client is a physical therapy clinic specializing in non-surgical joint pain treatments. Their team used both Salesforce Health Cloud and Elation Health EMR, but appointment updates and patient data did not always stay aligned across systems. This created duplicate work, scheduling gaps, and extra manual corrections for staff. They needed a secure Salesforce Health Cloud EHR integration that could support near real-time appointment sync, improve data accuracy, and give admins an easier way to manage field mappings as workflows changed. 

In this case study, you’ll learn how we: 

• Enabled Salesforce Elation Health EMR sync to keep appointments and patient data aligned 

• Built a secure Salesforce Health Cloud EHR field mapping admin panel to add, edit, and delete mappings without code 

• Supported Salesforce healthcare appointment management with fewer duplicate updates and manual corrections