Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
Most healthcare organizations don't have a patient demand problem — they have a systems problem. Inquiries sit unanswered, intake drags on, referrals get lost, scheduling creates bottlenecks, and leadership is flying blind without reliable operational data. TwoPir designs and builds Salesforce-based infrastructure that closes those gaps and gives your organization a cleaner path to scalable, patient-centered growth.
Healthcare operators deal with growth every day — but the infrastructure underneath intake, scheduling, care coordination, billing, and reporting rarely keeps up. Here is what we hear most often.
Leads come in through multiple channels — web forms, calls, referrals — with no consistent routing logic. Follow-up is manual, delayed, and inconsistent. Prospective patients move on before anyone reaches them.
Paper forms, disconnected intake tools, and repeated data entry create friction for patients and administrative overhead for your team. The same information is collected multiple times across multiple systems.
Incoming referrals sit in inboxes, spreadsheets, or voicemails. There is no centralized view of referral volume, source, or conversion status. High-value referral relationships erode when partners don't hear back.
Scheduling is disconnected from intake and care coordination workflows. Reminder and confirmation communications are manual. Appointment utilization suffers, and provider time is wasted on avoidable gaps.
Each team works in a separate system. Handoffs between intake, clinical, and billing generate manual reconciliation tasks, communication gaps, and errors that slow down care delivery and revenue collection.
Practice owners and operations leaders want to know what is driving patient volume, which services are growing, and where operational bottlenecks are. Instead, they get fragmented reports stitched together from disconnected systems.
The gap between service delivery and billing is opaque. Claims status, outstanding balances, and collections performance are hard to track in real time. Finance and operations teams are always catching up, not getting ahead.
Adding providers, locations, or service lines exposes every gap in the underlying infrastructure. Processes that barely held up in one location become impossible to replicate consistently across multiple sites.
Every healthcare organization we engage with has the same underlying challenge: the systems that support patient acquisition, intake, scheduling, care delivery, billing, and reporting were never designed to work together. Each one was added to solve a specific problem — and now the gaps between them are the problem.
TwoPir doesn't implement Salesforce and walk away. We architect a connected healthcare operating system — one that treats inquiry capture, intake automation, referral management, care coordination, billing visibility, and leadership reporting as a single infrastructure challenge, not a collection of separate technology projects.
Salesforce Health Cloud is our primary platform, but the thinking is always operational first. We design the process, then build the system around it. The result is infrastructure that supports your clinical and administrative teams without creating new complexity — and that can scale as your organization grows across providers, locations, and service lines.
TwoPir designs and delivers Salesforce infrastructure across the full patient operations lifecycle — from the first inquiry to ongoing care delivery, billing, and performance reporting.
A unified view of the full patient journey — from initial inquiry through intake, onboarding, care delivery, follow-up, and re-engagement — built on Salesforce Health Cloud.
Replace manual intake processes with connected digital workflows that reduce administrative burden, speed up registration, and deliver a smoother first experience for new patients.
Give your team a centralized system for capturing, routing, following up on, and converting incoming referrals — with full visibility into source performance and pipeline status.
Connect your scheduling system to the broader patient record and communication infrastructure so appointments are confirmed, reminders go out automatically, and no-show rates drop.
Bring billing and revenue cycle data into the operational picture so your finance and leadership teams aren't working in the dark — and clinical teams can see claim and payment status tied to patient records.
Give practice owners, COOs, and operations leaders the operational view they've never had — patient volume trends, referral performance, scheduling utilization, intake conversion, and provider-level metrics in one place.
TwoPir designs the infrastructure that connects every stage of the patient lifecycle — so there are no gaps between inquiry, intake, scheduling, care delivery, and ongoing engagement.
Every new patient inquiry — from web, phone, referral, or partner — is captured, routed, and responded to with automated speed and consistency. No lead sits unattended.
Digital intake forms feed directly into the patient record. Insurance eligibility, consent management, and registration workflows run automatically — removing paper and manual re-entry from the process.
Appointment scheduling connects directly to the patient profile and clinical team visibility. Reminders, confirmations, and care team notifications run automatically without manual intervention.
Post-visit follow-up, satisfaction outreach, care plan updates, and next-appointment workflows run on defined triggers — keeping the care relationship active without relying on staff memory.
Leadership has a live view of patient volume, referral conversion, scheduling utilization, billing status, and team performance — enabling data-driven decisions rather than backward-looking reports.
TwoPir integrates Salesforce with the tools your clinical, administrative, and billing teams already use — so patient data flows across systems without manual re-entry or operational breaks.
Before TwoPir, new patient inquiries were sitting in a shared inbox for 48 hours. Our intake team was spending half their day on manual data entry. Now we respond within the hour, our registration workflow runs automatically, and our front office team can actually focus on patients — not paperwork.
TwoPir provided Salesforce customisation and integration services to help us build a robust, compliant, and scalable legal operations platform — connecting case management, document processing, and financial systems into one unified workflow. The result was transformative for how we run case-to-cash operations.
specialized Salesforce customization enabled efficient integration of third-party systems and streamlined administration and billing, leading to seamless financial operations and enhanced productivity. Automated mass billing and matter management minimized errors across our entire legal workflow
The right Salesforce architecture doesn't just organize your data — it changes how your entire organization performs. Here is what healthcare operators consistently see once the foundation is built correctly.
Faster response to new patient inquiries with automated routing and follow-up
Reduction in manual administrative tasks across intake, registration, and onboarding
Improvement in referral-to-appointment conversion with structured referral pipelines
Drop in no-show rates with automated appointment reminders and confirmations
Leadership visibility into patient flow, referral volume, and operational performance
Infrastructure that replicates consistently across new providers, locations, and service lines
TwoPir works with a range of healthcare organizations — from single-specialty practices to multi-site groups and healthcare service businesses — who share the same underlying challenge: operations that aren't keeping pace with growth.
Practices expanding across locations who need consistent, scalable processes that replicate reliably without adding administrative complexity at each site.
Specialty providers managing high referral volume, complex intake, and patient relationship management across focused service lines.
Organizations delivering healthcare-adjacent services — behavioral health, physical therapy, dental, vision, and more — that need the operational discipline of an enterprise-grade system.
ASCs managing pre-operative intake, scheduling coordination, post-operative follow-up, and billing workflows across surgical teams and support staff.
High-volume primary and urgent care networks managing patient acquisition, rapid intake, scheduling demand, and care coordination at scale.
Behavioral health and mental health organizations managing sensitive intake workflows, care coordination, referral networks, and patient engagement with a compliant, connected infrastructure.
Most Salesforce partners start with the platform. We start with your patient operations — how inquiries come in, how intake works, how referrals move, how teams hand off to each other. The architecture follows from the process design, not the other way around.
An implementation partner delivers a configured platform. We deliver an operational system that your teams actually use, that produces the outcomes you need, and that performs under real patient volume and administrative pressure. The engagement doesn't end at go-live.
Patient inquiry, intake, scheduling, care coordination, billing, and leadership reporting are not separate projects. We design them as one connected infrastructure so improvement in one area doesn't create a new bottleneck somewhere else.
We have built Salesforce Health Cloud infrastructure for specialty clinics, multi-site group practices, and healthcare service organizations. The workflows, the compliance considerations, and the operational pitfalls are known to us — we don't learn them on your engagement.
Our architecture is designed to hold up as your organization grows — more providers, more locations, more service lines. The system you launch should be the foundation for the next stage, not a replacement project when you open your next site.
"The problem is rarely that a healthcare organization lacks software. The problem is that the systems underneath intake, referral management, care coordination, and reporting were never designed to work together under real operational load."
TwoPir helps healthcare organizations build stronger operating discipline across patient intake, referral management, care coordination, billing visibility, and leadership reporting — with Salesforce as the foundation and architecture that scales with your growth.
