Published 4 Mar 2024 · Last reviewed 11 Nov 2026
Healthcare diagnostics provider
Salesforce Health Cloud patient records, test reports and SMS
A complete, current view of each patient and their tests, reported qualitatively in 2024
Client
Healthcare diagnostics provider
Industry
Healthcare
Salesforce products
Health Cloud, Salesforce Sites
Integration
Jotform, SMS, email
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services implemented Salesforce Health Cloud for a healthcare diagnostics provider. Patients register through an automated Jotform intake, every test is stored on the patient record and can be downloaded as a PDF or sent by email, a Salesforce site gives access to information at any time, and SMS updates keep families informed.
The client is a healthcare and diagnostics provider that records patient health information, runs the tests customers need and keeps patients and families informed by email and SMS. Techila Global Services, a Salesforce Summit Partner, implemented Health Cloud (Salesforce Health Cloud page, read 10 November 2026). Source: original Techila case study, published 4 March 2024 (archived copy reviewed 11 November 2026). The client name is withheld pending permission.
At a glance
- Scope
- Jotform intake automation, patient test repository, PDF and email reports, Salesforce site, SMS updates, dashboards
- Original case study
- Published 4 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
The provider had no place to capture patient details from day one, and health workers lacked a 360-degree view of each patient and their tests. There was no central test history, critical information was hard to reach by phone or online, Jotform registration was not automated and families did not get status updates by SMS.
There was no place to capture patient details from day one.
Health workers had no 360-degree view of patients and the tests performed on them.
There was no central repository of tests to review at any time.
Critical information was hard to access quickly by phone or on the website.
Jotform registration was not automated.
Families were not sent SMS updates on patient status.
The solution
Techila built a custom Jotform registration process into Health Cloud, stored every test on the patient record with PDF download and email delivery, enabled a Salesforce site so information is available at any time, added SMS updates to families, and built reports and dashboards for the business.
Built a custom Jotform registration process that captures patient information into Salesforce.
Stored every test on the patient record, downloadable as a PDF and sent by email.
Enabled a Salesforce site so information is available at any time.
Built reports and dashboards to the business's requirements.
Fitted processes and data capture to industry and company-specific needs, and added SMS updates to patients' families.
Salesforce products used
Results
The original March 2024 case study reported qualitative outcomes only: better operational efficiency, information kept current in real time, processes and data capture fitted to the business, and a complete 360-degree view of each patient.
A complete 360-degree view of each patient and their tests
Patient information kept current in real time
Greater operational efficiency from automated registration and reporting
Related reading
- Salesforce Health Cloud implementation: Techila's Health Cloud practice.
Related services
How Techila delivers this for your team
FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
Automated Jotform patient registration, a central test history on each patient record with PDF and email reports, a Salesforce site for access to information, SMS updates to families, and reports and dashboards.
Each test can be downloaded as a PDF or sent by email from the patient record, and families receive status updates by SMS.
Salesforce's healthcare platform now includes Agentforce, which can draft patient summaries, help with scheduling and support prior authorization. Our article on Agentforce in Health Cloud covers the options.
Techila names clients on its website only with their permission. This case study will name the client once that is confirmed.
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