Maximizing Patient Engagement: Strategies for Leveraging Salesforce Health and Experience Cloud for Patient Care

Feb 28, 2024
  • Salesforce Health Cloud

In today’s healthcare environment, patient engagement is an indispensable part of successful care. Patient engagement strategies can be further enhanced with technology. Implementing platforms, such as Salesforce Health and Experience Cloud, can transform patient outcomes and satisfaction.

Table of Content

Brief overview of patient engagement

Patient engagement refers to the active involvement of patients in their healthcare journey. It consists of several elements, like communication, education, decision-making, and self-management. Engaged patients are much more likely to comply with treatment plans, take part in preventive care, and be healthier.

Importance of leveraging technology for patient engagement

Technology is arguably one of the main tools to enhance patient engagement by promoting easy communication, personalized experiences, and access to health information. Utilizing Salesforce Health and Customer Experience Cloud helps health workers open up new communication channels for their clients and involve them in the entire healthcare process. Concurrently, it allows caregivers and patients to interact on the same platform.

Introduction to Salesforce Health and Experience Cloud

As a turnkey solution, Salesforce Health and Experience Cloud are equipped to offer a collaborative and effective solution tailored to a patient’s needs, thereby reducing complicated onboarding. It provides features built specially for the health sector, including patient relationship management, individualized care plans, and system analytics.

Understanding Patient Engagement

Definition and significance

Patient involvement is a necessary component for successful healthcare processes and reduces wasted spending on healthcare. Involved patients are more likely to stay committed to the treatment plans, actively carry out their care, and make the right decisions about their health. Through the active participation of patients, healthcare providers can fill patients’ needs, improve their care quality, and strengthen their health outcomes.

Factors Influencing Patient Engagement

Several factors influence patient engagement, including communication, education, accessibility, and trust. Effective communication between patients and providers fosters trust and encourages patients to take an active role in their care. Education empowers patients with knowledge and skills to manage their health effectively. Accessibility to healthcare services and information ensures that patients can engage with their care conveniently.

Benefits of high patient engagement

High patient engagement has numerous benefits for both patients and healthcare providers. Patients who are actively involved in their care tend to have higher levels of satisfaction, achieve better health outcomes, and have a decreased need for expensive interventions. Healthcare providers can benefit from increased patient involvement as it leads to increased loyalty, better communication, and overall better patient care.

Strategies for Maximizing Patient Engagement with Salesforce

Future Trends in Patient Engagement with Salesforce

Personalized patient experiences

Personalization is the key to engaging patients effectively. With our advanced solutions on Salesforce Health and Experience Cloud, healthcare providers can create personalized experiences tailored to each patient’s unique needs and preferences. By harnessing patient data to develop a deeper understanding of the context, providers can offer targeted interventions, proactive support, and personalized communication.

Utilizing patient data for personalization

One of the major assets for customizing coordinated services is patient information. Salesforce Health and Experience Cloud is designed in a way that healthcare providers can collect, analyze, and use patient data for delivering personalized treatment and communication. In this way, considering patient favorites, behavior, and health conditions helps the providers to create a personalized profile and tailored plan of care.

Seamless appointment scheduling and management

Appointment scheduling is a critical touchpoint in the patient journey. Salesforce Health and Experience Cloud facilitates seamless appointment scheduling and management by integrating scheduling tools with patient records and communication channels. This ensures that patients can easily book appointments, receive reminders, and manage their schedules, leading to improved attendance and satisfaction.

Automated reminders and follow-ups

In today’s fast-paced world, staying on top of important healthcare reminders and follow-ups can be challenging. That’s why implementing automated reminders and notifications is crucial for keeping patients informed and involved in their care. With Salesforce Health and Experience Cloud, healthcare providers can seamlessly automate these crucial communications, tailored to patients’ preferences and individual care plans. Not only does this alleviate the burden on staff, but it also leads to increased patient adherence and overall engagement with their healthcare journey.

Providing support through self-service portals

Empowering patients to take control of their healthcare journey is made possible through the use of self-service portals. These virtual platforms provide access to vital health information, resources, and support tools. With Salesforce Health and Experience Cloud, healthcare providers can effortlessly create user-friendly self-service portals. Patients can easily manage their medical records, schedule appointments, communicate with providers, and oversee their care all within one convenient online space.

Proactive health monitoring and communication

To effectively prevent and manage chronic illnesses, it is crucial to have proactive health monitoring and regular follow-ups. Fortunately, with the aid of Salesforce Health and Experience Cloud, healthcare professionals can closely monitor patient health data in real time, promptly detect any potential issues or patterns, and take proactive measures to prevent potential complications. Through the use of wearable devices and innovative tools, providers can actively involve their patients in their care and work towards promoting improved health outcomes.

Future Trends in Patient Engagement with Salesforce

Future Trends in Patient Engagement with Salesforce

Predictive analytics for personalized healthcare

The possibilities for transforming patient engagement are vast with the emerging utilization of predictive analytics. Providers can now anticipate patients’ needs, preferences, and risks thanks to the advanced analytics capabilities of Salesforce Health and Experience Cloud. By analyzing patient data, identifying patterns, and predicting future health outcomes, healthcare professionals can deliver highly tailored and proactive care interventions for better outcomes and increased satisfaction among patients.

Expansion of virtual care capabilities

With the recent COVID-19 pandemic, the acceptance of virtual care has been propelled forward, making telehealth an indispensable aspect of delivering healthcare. With the integration of Salesforce Health and Experience Cloud, healthcare providers can greatly enhance their virtual care capabilities. This encompasses a range of services such as virtual consultations, telemedicine, and digital health monitoring. Utilizing the full potential of virtual care allows providers to bridge the gap between themselves and their patients in remote or disadvantaged  communities, ultimately promoting greater access to care and fostering a stronger patient-provider relationship.

Integration with wearable and IoT devices

Advancements in IoT and wearable technology have changed the way patients interact with their healthcare. The Salesforce Health and Experience Cloud is a platform that works with these devices by combining health data from wearables, and IoT sensors to collect real-time health information, patient activity tracking, and early detection of potential problems. Wearable tech and IoT solutions enable physicians to engage their patients more actively in treatment processes, promote healthy behaviors, and mitigate future health risks.


Patient engagement has become critical for delivering high-quality patient-centered care. Healthcare providers can improve their approach to patient engagement through the employment of Salesforce Health and Experience Cloud as a tool to assist in individualizing care and improving health outcomes. Strong alliances between providers and patients are built upon personalization, effective communication, and offering proactive assistance that encourages patients’ full participation in their wellness. Openness to breakthroughs and technological innovations in the future will offer even more ways to improve patient engagement in addition to care standards. If you would like to discuss how VALiNTRY360 can help you get started on improving your patient engagement, please let us know.