Patients. Referrals. Revenue. One view.

RevenuePoint builds Salesforce Health Cloud for ambulatory groups — with a longitudinal patient record, referral pipeline, care-gap scoring, and denial analytics that speak to your EHR and payer feeds. Fully managed by RevenuePoint.

The pain · in numbers

55%

of outbound referrals leak to providers outside the preferred network.

Ambulatory network benchmark

18%

average first-pass claim denial rate at growing-business groups.

Revenue cycle benchmark

14%

of appointments are no-shows — most without reminders going out.

MGMA industry data

3 systems

average a front-desk coordinator toggles to answer one patient question.

RevenuePoint discovery

A clean Salesforce record page

Patient · Eleanor Ruiz

This is the Lightning record page RevenuePoint builds for patients teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.

Salesforce|Health Cloud
JT
HomePatientsReportsDashboardsMore ▾
P

PatientEleanor Ruiz · 64 · Valley Ambulatory Network

Eleanor Ruiz · 64 · Valley Ambulatory Network

PCP: Dr. J. Chen · 3 active conditions · Anthem PPO

Risk score

2.1

Open referrals

2

Care gaps

1

Next visit

05/14 · Dr. Lopez

No-show risk

Low

Eligibility

Verified

RelatedDetailsNewsActivity
1

Patient 360 · Longitudinal

Encounters, meds, conditions · last 24 months

Pulls from: Epic via MuleSoft HCA
  1. Visit · follow-up HTN
    04/22 · Dr. Chen · BP 148/90
  2. Specialist referral · cardiology
    04/22 · sent to Dr. Okafor
  3. Lab results · A1c 7.8
    04/18 · elevated · flagged
  4. Annual wellness
    02/03 · Dr. Chen · complete
2

Referral Pipeline

Outbound · by destination

Pulls from: Epic + Salesforce
DestinationSpecialtyStatusNetwork
Dr. A. OkaforCardiologyScheduled 05/19In-network
Valley ImagingImagingAuthorizedIn-network
Dr. P. SharmaEndocrinologyBooked outsideOut
3

Care Gap · HEDIS risk score

Pulls from: Foundry + Epic
A1c testing · overdue120 days past
BP control · at targetAt target
Colorectal screeningDue 2025
Flu · 2025 seasonCompleted
4

Auth & Eligibility

Pulls from: Waystar + payer
Payer
Anthem PPO
Eligibility
Active · verified 05/03
Cardiology auth
Approved · AUTH-4418
Endo auth
Pending · submitted 04/24
Copay
$40 · specialist
Deductible met
$840 / $2,000
1

Patient 360 · Longitudinal

Longitudinal timeline from the EHR — visits, procedures, medications, and conditions — rendered on the Salesforce patient record for non-clinical staff who need the context.

Source: Epic via MuleSoft HCA

2

Referral Pipeline

Every outbound referral for this patient, with status and whether the destination is in-network. Leakage becomes visible — and actionable.

Source: Epic + Salesforce

3

Care Gap · HEDIS risk score

Open HEDIS gaps and risk score pulled together from EHR data. Care managers see what to close before the next visit.

Source: Foundry + Epic

4

Auth & Eligibility

Real-time eligibility check and authorization status for scheduled services — posted on the patient record so the front desk can resolve before the visit.

Source: Waystar + payer

Data model

The objects we build on. The objects we add.

Health Cloud is the base. We extend with custom objects for referrals, authorizations, and visit tracking — the things that sit between the EHR, the payer, and the front desk.

Standard Salesforce

Patient (Account+Contact)Care PlanCare RequestClinical EncounterConditionMedicationPractitionerProvider Network

Custom — built by RevenuePoint

Referral__cAuthorization__cVisit__cDenial__cRisk_Score__c

Integrations

Every system connected. Salesforce is where you work.

The EHR stays authoritative for clinical data. We integrate HL7/FHIR feeds into Salesforce for the people who are not clinicians — front desk, referral coordinators, revenue cycle, and leadership.

EP

Epic

EHR

Patient, encounter, and order data via MuleSoft HCA.

AT

athenahealth

EHR

Smaller-group alternative with FHIR feed.

CE

Cerner

EHR

Health system path with MuleSoft connector.

WA

Waystar

RCM

Eligibility, claim status, and denial data.

TW

Twilio

Patient outreach

Appointment reminders and secure messaging.

8X

8x8

Contact center

Patient access center on Service Cloud Voice.

ST

Stripe

Patient pay

Patient responsibility collection and plans.

MA

Marketing Cloud

Campaigns

Population health outreach journeys.

Lightning components

Integrations, rendered inside Salesforce.

Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.

No-Show Risk Forecast

Model-scored no-show risk for this patient, with contributing signals.

Pulls from: Foundry + Epic

Next visit
05/14
Predicted risk
12%
Low
Reminder status
Confirmed
Twilio · 05/07
Past no-shows
0 / 18
never

Denial pattern · this payer

Denial reasons by code and frequency for the payer on this account, last 90 days.

Pulls from: Waystar

CO-197 · auth missing38 denials
CO-16 · info missing24 denials
CO-22 · coverage12 denials
Others6 denials

Stripe · Patient Pay

Patient responsibility balance, saved card, and payment plan status.

Pulls from: Stripe

Balance
$120 · current
Payment method
Card · visa •• 4422
Plan
Not on a plan
Last payment
$40 · 04/22

8x8 · Access Center

Click-to-dial, call history, and recording links for the patient access center.

Pulls from: 8x8

  1. Inbound · billing question
    04/22 · 6 min · agent M. Wu · resolved
  2. Outbound · reminder
    04/18 · 2 min · voicemail
  3. Inbound · scheduling
    03/12 · 4 min · booked 04/22

Signature use cases

Three problems we solve in the first quarter.

i

Referral leakage — in-network capture

Providers refer to whoever comes to mind; leadership finds out at the end of the quarter that half the referrals went out of network.

How it works

  1. αReferral__c tracks destination, specialty, and network on every outbound referral.
  2. βIn-network options surface on the referral form based on specialty and patient plan.
  3. γFoundry dashboards show leakage by physician, specialty, and destination every week.

Outcome

Leakage becomes a number leadership can move — not one they discover after the fact.

ii

Denial pattern detection

Denials arrive scattered across payers; the pattern is visible only at a specific CPT + payer + provider combination nobody has time to look for.

How it works

  1. αDenial data from Waystar syncs to a Denial__c object tied to the encounter.
  2. βFoundry Prism writes a weekly denial narrative with the top three fixable patterns.
  3. γBilling leads see specific, named patterns to escalate with the payer.

Outcome

Denial rate drops because the fixable patterns get worked, not buried.

iii

Patient access center on one screen

Front desk toggles between scheduling, the EHR, and eligibility to answer one question.

How it works

  1. αService Cloud Voice with 8x8 on the patient record as the primary work surface.
  2. βEligibility, balance, and upcoming visits rendered as Lightning components.
  3. γCalls, SMS, and notes log to the record automatically.

Outcome

Shorter calls. Fewer escalations. Patients get an answer the first time.

Foundry · Orchestrated intelligence

Foundry sits on top of a clean Salesforce.

Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.

I · Connect

Every system you run, on one warehouse.

We wire Epic, Athenahealth, Kareo into a managed pipeline so Healthcare data matches on every side.

II · Illuminate

Live dashboards. Overnight AI analysis.

Revenue cycle dashboards: charges, collections, and AR aging by location

III · Act

Agents watch, decide, and execute.

Denial rate monitoring with payer-level trend analysis

A Healthcare & Ambulatory Care agent, running todayWatcher

Claim Denial Rate Watcher

Monitors denial rates by payer and denial reason code daily. Fires when any payer exceeds a 10% denial rate or when a new denial pattern emerges across 3+ claims.

RunsDaily at 7:00 AMSuccess99%Avg58s

55%

Referral leakage benchmark, ambulatory networks

The problem

Mid-market ambulatory groups leak more than half of their outbound referrals to providers outside the preferred network — revenue that walks out before leadership sees it.

What we do

We build Referral__c with in-network logic, surface it on the clinical workflow, and let Foundry report leakage weekly by specialty and referring physician.

Outcome

Leakage is a measured number that improves — not a quarterly surprise.

How we package the work

Fully managed by RevenuePoint. Three tiers.

Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.

Foundation

4 weeks

A clean Healthcare record page with the signature components live.

  • Discovery and current-state review
  • Clean record page build with the custom components
  • Core object + field cleanup
  • Two primary integrations wired
  • Named administrator for the life of the engagement
Schedule a Salesforce scoping call
Most chosen

Rebuild

8–12 weeks

A full Healthcare rebuild — objects, components, automations, integrations.

  • Everything in Foundation
  • Custom object + permission model
  • Four to six integrations (ERP, payments, comms, marketing)
  • Flow and agent automation for the core workflows
  • Foundry hook-up for live intelligence across systems
  • User training and adoption workshops
Schedule a Salesforce scoping call

Run

Ongoing monthly

Fully managed — we keep the instance clean as your business changes.

  • Named administrator with monthly review cadence
  • Integration maintenance when source systems change
  • New components and reports on request
  • Release and security updates handled by RevenuePoint
  • Flat monthly fee — no hourly billing
Schedule a Salesforce scoping call

Need to see the full managed-services pricing, or meet the team who runs it?

Common questions

Before you book a session.

See Healthcare & Ambulatory Care on a clean Salesforce.

A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.