HEALTHCARE
Coordinated care without copying data everywhere
Referral, access and engagement workflows built with consent, minimisation and auditability designed in.
What’s different here
Healthcare CRM work starts with what you’re not allowed to do. Data minimisation, lawful basis, consent, retention and access logging shape the data model long before anyone discusses a dashboard.
The second factor is that the record is fragmented by design — an EHR holds clinical truth, the CRM holds relationship and coordination. Blurring that line creates both clinical and regulatory risk, so we define which system owns what, and integrate rather than duplicate.
Third, the users are extremely time-poor. Coordination workflows have to fit into gaps between appointments, which puts a hard limit on how many screens any task can take.
Where CRM usually breaks
- Duplicate patient records across referral, appointment and outreach systems.
- Referral status invisible to the person the patient calls to ask.
- Consent recorded in one system and ignored by another.
- Manual outreach lists built from exports, with all the risk that implies.
- No audit trail for who viewed what, and when.
What we build
Coordination data model with clear EHR boundary · HL7 / FHIR integration patterns · Referral intake and routing · Appointment and reminder workflows · Consent and preference management · Access logging, field-level security and Shield where required · Patient or member portal via Experience Cloud · Outcome and access reporting
Common questions
Do you handle regulated patient data?
We work within your compliance framework, under a DPA, with least-privilege access and no production data leaving your environment. Your compliance and legal teams remain the authority on what’s permissible.
Should clinical data live in Salesforce?
Usually not. The clinical record stays in the EHR; the CRM coordinates. We define the boundary explicitly in the integration contract.
Health Cloud or standard objects?
Health Cloud accelerates the model where its objects fit; standard objects can be cheaper for narrow coordination use cases. We assess and recommend.
Start here
Tell us what your CRM is getting wrong
Thirty minutes with a consultant, not a salesperson. You’ll leave the call with at least one thing you can fix yourself — whether or not you hire us.
Prefer email? hello@zeptglobal.com · Typical reply time: one business day