Get This Case Study
Industry
Healthcare Services
Company Size
Not disclosed
Region
Tulsa, Oklahoma, USA
Solution/Product Used
Salesforce Health Cloud, Elation Health EMR
Syncing Appointments and Data Between Salesforce Health Cloud and Elation Health
The client is a physical therapy clinic specializing in non-surgical joint pain treatments. They needed appointments and patient data to stay aligned across Salesforce Health Cloud and Elation Health. They had dealt with mismatches, duplicate updates, and no easy way to change field mappings as workflows evolved.
In this case study, you’ll learn how we:
- Connected Elation Health and Salesforce with a webhook integration for near real-time appointment sync
- Built a secure admin interface to add, edit, and delete field mappings without code
- Documented the flows and trained staff for smooth handoff and ongoing maintenance