Healthcare &
Life Sciences
Our team of Salesforce and HLS experts develops innovative solutions crafted to address modern healthcare organizations’ needs in a meaningful and user-friendly way.
The Health & Life Sciences Landscape is Changing.
Health and life sciences companies depend on precision: accurate data, reliable processes, and strong visibility across patients, providers, partnerships, and compliance workflows. Salesforce can support all of that, but only when it’s configured to match the unique demands of healthcare, medical device, pharma, and wellness organizations. We help HLS teams turn Salesforce into a secure, streamlined system that improves coordination, strengthens relationships, and supports growth.
We build CRM workflows tailored for provider outreach, patient or client engagement, clinical programs, partner management, and multi-step operational processes. For organizations with field teams, we create tools for territory planning, account tracking, and activity management, giving leadership clarity on performance and resource allocation. We also set up reporting dashboards that support compliance, quality metrics, and operational oversight.
Our team integrates Salesforce with EHR systems, patient platforms, labs, scheduling tools, and communication systems so information stays consistent across every touchpoint. The result is a secure, reliable Salesforce environment that improves efficiency, keeps data clean, and helps health and life sciences organizations deliver better outcomes at scale. And last but not lease, we are HIPPA experts, ensuring compliance with all the rules that keep patient’s sensitive data secure and safe.
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Our focus is on elevating patient care standards by giving healthcare providers intuitive tools, connecting systems and data, optimizing workflows, and reducing repetitive tasks. Clarity enables a patient-first approach across a wide range of care settings, including hospitals, behavioral health clinics, post-acute care facilities, addiction and recovery centers, home health services, telehealth practices, aesthetic medicine centers, and fertility clinics—helping providers simplify processes and achieve better outcomes.
We support providers in:
Physician Referral Management – streamline and track patient referrals across networks.
Care Orchestration & Clinical Workflow Support – coordinate care activities and improve operational efficiency.
Patient Services – enhance patient engagement and satisfaction throughout the care journey.
Patient & Provider Portals, Patient Intake & Admissions – digitize access, intake, and onboarding processes.
Provider Network Management – manage affiliations, credentials, and network performance.
Call Centers – optimize patient communications and appointment scheduling.
Electronic Health Record (EHR) & Clinical Integrations – connect disparate clinical systems for a unified data view.
Utilization Management (UM) – monitor and manage care delivery to ensure efficiency and compliance.
We support providers in:
Physician Referral Management
Care Orchestration, Clinical Workflow Support
Patient Services
Patient & Provider Portals, Patient Intake & Admissions
Provider Network Management
Call Centers
EHR and Clinical Integrations
Utilization Management
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Stronger Sales Execution
• Track surgeons, physicians, clinics, and hospital systems with complete relationship histories
• Manage pipeline visibility across reps, territories, and product lines
• Support complex sales cycles with multi-step approvals and capital equipment workflows
Better Field Rep Performance
• Give reps mobile tools for case tracking, procedure support, device usage, and real-time notes
• Log product demos, trials, and evaluations directly from the field
• Improve territory planning and activity tracking for more consistent coverageSmarter Service & Case Management
• Track service requests, repairs, RMAs, and maintenance schedules in one place
• Automate notifications for device servicing, recalls, or expiration timelines
• Give service teams a complete view of all assets and customer history
Improved Inventory & Asset Visibility
• Monitor consignment inventory, loaner kits, and device placements
• Track usage patterns and replenishment needs across hospitals and ORs
• Integrate with ERP or inventory systems for accurate availability
Compliance-Ready Workflows
• Maintain documentation for IFUs, clinical data, approvals, and audit trails
• Standardize rep notes, field interactions, and reporting for regulatory consistency
• Protect sensitive data with secure, permission-based access
Executive-Level Reporting
• Forecast with confidence across territories and product categories
• Track rep performance, revenue, device utilization, and ROI of trials
• See real-time dashboards for sales, service, and compliance metrics
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Our focus is helping pharmaceutical organizations connect every part of their operations, from clinical research organizations (CROs) to manufacturing, distribution, and online pharmacy services. We deliver solutions that enable seamless collaboration, instant access to critical information, and actionable insights to drive improvements across the organization.
We support pharmaceutical companies in:
Clinical Trial Management – streamline trial planning, execution, and data tracking.
Online Services & Operations – optimize digital pharmacy and operational workflows.
Pharma Management Systems Integrations – connect ERP, CRM, and operational systems for end-to-end visibility.
Patient Services & Contact Centers – enhance patient engagement, support, and communication channels.
We partner with Pharmaceutical companies on the use cases below:
Clinical Trial Management
Online Services & Operations
Pharma Management Systems Integrations
Patient Services & Contact Centers
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Our focus is helping payers deliver exceptional member and provider experiences by consolidating platforms and harmonizing data, workflows, and processes. Our solutions strengthen operations, expand digital outreach and self-service capabilities, elevate both patient and agent engagement, and equip teams with the tools to accelerate payment and claims processing while reducing revenue leakage.
We support payers in:
Provider Onboarding – streamline onboarding processes for new providers and networks.
Network Management – manage provider networks and maintain up-to-date relationships.
Provider & Member Portals – enable secure, self-service access to accounts, claims, and resources.
Contact Centers & Digital Engagement – enhance communication, engagement, and support for members and providers.
Additional payer use case examples include:
Provider Onboarding
Network Management
Provider & Member Portals
Contact Centers & Digital Engagement
Clarity HLS Solution Benefits
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Optimize How You Work
Clarity leverages health & life science industry best practices, powerful technology, and seasoned expertise to create solutions that strengthen operations while easing overall resource demands.
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Unlock More Revenue
Clarity combines proven methodologies, modern platforms, and specialized expertise to create solutions that expand revenue opportunities without increasing operational strain.
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Simplify Compliance Work
We help secure your data and make compliance tasks easier to manage, allowing you to pass audits, limit risks, and support your organization’s growth with confidence.
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Elevate Performance
With automation and tools for advanced analytics and meaningful insights, we help you strengthen decision-making and improve the patient or customer experience at every stage of their journey.
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Equip Teams for Better Work
Clarity drives higher productivity and engagement with solutions that enhance collaboration, improve access to information, reduce process complexity, and remove manual tasks from clinical operations to back-office functions.
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Improve Every Touchpoint
Our solutions give you a complete view of each patient or customer’s journey and help create a smoother experience that elevates the quality of care, think coordinated care teams, easier scheduling and intake, intuitive self-service portals, and virtual support.
Healthcare comes with
unique challenges.
Clarity understands them all.
We take pride in helping HLS clients face every challenge head-on, and our long-standing record of successful outcomes has made us a trusted Salesforce advisory and implementation partner across the entire health and life sciences ecosystem.
Health Cloud
Service Cloud
Sales Cloud
Experience Cloud
Field Service
Revenue Cloud
Marketing Cloud
Service Cloud Voice
Digital Engagement
MuleSoft
System Integrations
Clarity’s fractional engineering operations team has deep expertise integrating Salesforce Health Cloud with a wide variety of clinical systems. From Electronic Health Records to pharmacy management and custom enterprise solutions, we help healthcare and life sciences organizations streamline critical workflows, reduce manual effort, and improve team efficiency by connecting their clinical systems to Health Cloud.
Clinical System Integrations Include:
Electronic Medical Records / Electronic Health Records (EMR/EHR) – centralize patient data for improved care coordination and compliance.
Practice Management Systems (PMS) – streamline scheduling, billing, and administrative workflows for healthcare practices.
Enterprise Resource Planning (ERP) Systems – unify finance, HR, and operational processes across healthcare organizations.
Laboratory Information Management Systems (LIMS) – track and manage lab workflows, samples, and results efficiently.
Data Warehouses – consolidate clinical, operational, and financial data for analytics, reporting, and decision-making.
Patient and Provider Portals – provide secure, real-time access to health information for patients and care teams.
Appointment Management Systems – automate scheduling, reminders, and coordination across providers.
Quality Management Systems (QMS) – monitor compliance, track performance metrics, and improve patient outcomes.
Pharmacy Management Systems – manage medication inventory, dispensing, and integration with care workflows.
Telephony Systems – integrate communication systems for scheduling, patient engagement, and care coordination.
Stay in touch.
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