SALESFORCE HEALTH CLOUD ASSESSMENT
Whether you’re preparing to implement, optimize, or migrate, it’s easy to end up with complex Health Cloud operations. We give you a clear picture of your environment and a roadmap to help you elevate patient and provider experiences.
Start Your Assessment

You’re not seeing measurable ROI from your Salesforce Health Cloud investment.
Patient and clinician data are scattered across multiple objects or systems.
Teams depend on manual data entry, complex workflows, or outdated integrations.
Your Salesforce org has gotten difficult to manage or scale securely.
Compliance, security, or interoperability are becoming priorities.
AREAS OF FOCUS
We evaluate how your data is organized across Salesforce Clouds and identify how it maps to Health Cloud’s native objects for Patients, Providers, and Referrals.
We assess your operational workflows, from patient intake to care coordination, and identify opportunities for improved efficiency and automation.
We review how Health Cloud features are being used and compare third-party tools against native alternatives to reduce cost and technical debt.
We analyze system integrations such as EHRs or billing to ensure data flows reliably and supports real-time decision-making.
REPORT OVERVIEW
A gap analysis pointing out any inefficiencies, risks, and underutilized features.
A complete data and process map showing how your current setup compares to Salesforce Health Cloud best practices.
A strategic adoption or optimization roadmap with a prioritized action plan for short-term wins and long-term scalability.
Clear recommendations for automation, data quality, and governance improvements.
SOC 2 CERTIFIED
We demonstrate a commitment to protecting client information through our SOC 2 Certification.
68% SAVINGS
Our development services deliver custom solutions at up to 68% lower than our competitors.
5.0 CSAT SCORE
Our reputation is backed by a perfect 5.0 CSAT score, demonstrating our status as a trusted subject matter expert.
100% AI CERTIFIED
Rest assured that our 100% Salesforce AI-certified experts have the knowledge and expertise you need.


Analyze your current Salesforce configuration to identify gaps, risks, and inefficiencies. The result is a detailed roadmap for Health Cloud adoption or optimization.

Transition to native Health Cloud functionality, aligning your data model, automating workflows, and enhancing governance in accordance with your roadmap.

Achieve long-term value through analytics, interoperability, and scalable architecture that supports future business growth.


Let’s talk sales! Reach out today and we’ll connect you with the right certified Modelit experts to address your business’ unique goals and requirements. We’ll be in touch shortly.

Modelit CEO
Discover how Modelit’s Salesforce Health Cloud Assessment can help your organization streamline operations, reduce technical debt, and deliver better patient and provider experiences.
No pressure. No commitment. Just expert guidance to get you going.


