HEALTHCARE · SALESFORCE HEALTH CLOUD · AGENTFORCE

Every visit, referral and diagnosis logged. Nobody retypes it.

Unified clinical, operational, and financial visibility across hospitals, ambulatory clinics, and provider networks with real-time patient intelligence.

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Patient Visibility
360°
Intake Acceleration
87%
Standards Compliance
HL7/FHIR
Care Plans EHR Bridge Prior Auth Referral Triage HIPAA Vault
The Approach

One pipeline for every referral. One record for every patient.

Fragmented medical records cause diagnostic delays and administrative fatigue. Coserve synchronizes EHR clinical data, scheduling systems, and insurance verification into a unified patient timeline.

Today, a referral or a lead can arrive through a sales rep's field visit, a call to a referral doctor, or a walk-in enquiry — and each source has tended to run its own way, with no guarantee anyone follows up in time. A missed referral is a lost patient, and by the time anyone notices, the moment has passed.

Health Care 360 puts a single Salesforce pipeline behind all of it. Leads are created as IP, OP, or Referral leads the moment they're identified, from the visit record, the referral doctor page, or the lead page itself.

A CTI dialer built into the CRM logs every call automatically — duration, outcome, follow-up notes — so nothing depends on someone remembering to write it down.

When a lead qualifies, it converts into a Patient Account without losing its history, and the system checks HIS for an existing patient first, so nobody ends up with two records for the same person. The UHID that HIS generates syncs back to Salesforce automatically, and from there, every diagnostic request, every opportunity, and every piece of feedback stays attached to that one Patient 360° view.

Every channel feeds one pipeline

Visit records, the referral doctor page, and the lead page all create the same kind of lead — so no referral gets lost between systems.

HIS and Salesforce stay in sync

Every new patient is searched for in HIS first. The UHID it generates comes straight back to Salesforce — no duplicates, no manual re-entry.

Every case keeps its trail

Diagnostic requests move through defined statuses to closure, and feedback is logged department-wise against the patient record — permanently.

How It Works

Six stages. Every lead, the same path to patient.

A field visit, a referral call, a walk-in enquiry — regardless of source, every lead moves through the same pipeline, from first capture to a closed diagnostic or opportunity.

SCORED ON 3 SIGNALS INT DGN RDY HIS SYNC Search · Create/Update UHID synced back automatically 01 Visit & referral visit · doctor page · lead page 02 Lead creation IP · OP · referral lead 03 CTI follow-up call · outcome · notes logged 04 Qualification gate interest · diagnosis · readiness 05 Patient conversion no data lost, UHID assigned 06 Opportunity & closure diagnostic tracked to Won
Every lead — a field visit, a referral call, a diagnostic enquiry — moves through the same six stages. Qualified leads convert into Patient Accounts with full history intact; the opportunity behind them, and the diagnostic request that may follow, are both tracked through to a formal close.
Functional Modules

One platform, tuned to eight workflows

Every module runs on the same Patient 360° record — capture, follow up, convert, sync, track, close — tuned to what that part of the journey needs.

Visit management
In — daily field visits by sales reps
Auto — check-in / check-out, activity logged against the visit
Out — visit record, ready to spin off a referral
Referral management
In — visit record, referral doctor page, lead page
Auto — instant capture, tracked through the full lifecycle
Out — referral lead, no follow-up delay
Lead management & CTI
In — leads from every channel above
Auto — CTI dialer logs call duration, outcome, follow-up notes
Out — complete interaction history, per lead
HIS & Salesforce sync
In — a new or existing patient's details
Auto — HIS searched first; duplicate patients avoided
Out — UHID generated in HIS, synced back automatically
Patient 360° view
In — every visit, referral, and opportunity on record
Auto — multiple opportunities tracked per patient, independently
Out — one consolidated view, whatever the patient's journey
Diagnostic request workflow
In — a doctor's recommendation for an MRI or other test
Auto — status tracked — Requested → Scheduled → In Progress → Completed
Out — closed request, results shared, ownership clear throughout
Patient feedback
In — feedback across admission, nursing, diagnostics, pharmacy, housekeeping, discharge
Auto — logged department-wise against the patient record
Out — visible service gaps, tracked for improvement
Reports & dashboards
In — visits, referrals, leads, and diagnostic requests
Auto — daily, weekly, and monthly rollups by team and individual
Out — referral revenue, conversion rates, closure visibility

Bring us the problem you cannot hand off.

We start every engagement with an architectural deep dive, not a generic pilot. Tell us where your enterprise systems stand, and we will map clear, high-ROI AI deployment paths.

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