Slow Response to New Patient Inquiries
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.
Salesforce for Healthcare
When Patient Operations Break, Growth Stalls. We Build the Infrastructure That Fixes It.
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 Consulting designs and builds Salesforce-based infrastructure that closes those gaps and gives your organization a cleaner path to scalable, patient-centered growth.
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Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting.
Built for Healthcare Operations
- Salesforce Health Cloud
- Salesforce CRM
- MuleSoft
- Salesforce Flow
- Data Cloud
- HIPAA Compliant Architecture
- HL7 FHIR Ready
- Epic · Cerner Integrations
The Systems Underneath Healthcare Growth Are Often the First Thing to Break
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.
Manual Intake and Registration Processes
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.
Referrals That Fall Through the Cracks
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 Bottlenecks and No-Show Gaps
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.
Front Office, Clinical, and Billing Teams in Silos
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.
No Clean Data for Leadership Decision-Making
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.
Billing and Revenue Cycle Visibility Gaps
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.
Scaling Across Locations and Service Lines Is Operationally Hard
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.
Our Philosophy
A Connected Healthcare Operating System, Built on Salesforce
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 Consulting 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.
Six Areas Where We Rebuild the Foundation
Twopir Consulting designs and delivers Salesforce infrastructure across the full patient operations lifecycle — from the first inquiry to ongoing care delivery, billing, and performance reporting.
Patient Lifecycle Management
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.
- 360-degree patient record across clinical and operational data
- Inquiry-to-appointment conversion tracking
- Automated patient communication sequences
- Re-engagement workflows for lapsed or high-risk patients
- Care team visibility into patient status and next steps
Intake & Onboarding Automation
Replace manual intake processes with connected digital workflows that reduce administrative burden, speed up registration, and deliver a smoother first experience for new patients.
- Digital intake form integration and data routing
- Automated eligibility and insurance verification triggers
- Consent and document management workflows
- Patient onboarding sequence automation
- Handoff automation from intake to scheduling and clinical
Referral Tracking & Conversion
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.
- Referral source tracking and attribution reporting
- Automated referral acknowledgment and follow-up
- Referral-to-appointment conversion pipeline visibility
- Provider and partner portal workflows
- Referral performance dashboards for leadership
Scheduling & Engagement Workflows
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.
- Scheduling tool integration with Salesforce patient record
- Automated appointment reminders and confirmations
- Waitlist and cancellation management workflows
- Post-visit follow-up and satisfaction outreach
- Scheduling demand reporting for operations leadership
Billing & Revenue Cycle Visibility
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.
- Billing and RCM system integration with Salesforce
- Claims status and outstanding balance visibility
- Payment and collection workflow triggers
- Revenue reporting tied to patient and provider data
- Finance-to-operations handoff automation
Leadership Dashboards & Reporting
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.
- Executive dashboards for growth and patient flow
- Referral source and campaign attribution reporting
- Provider and location-level performance visibility
- Intake funnel and conversion rate tracking
- Operational KPI monitoring across departments
The Full Patient Journey, Connected by Design
Twopir Consulting 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.
Inquiry & Acquisition
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.
Intake & Registration
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.
Scheduling & Care Coordination
Appointment scheduling connects directly to the patient profile and clinical team visibility. Reminders, confirmations, and care team notifications run automatically without manual intervention.
Service Delivery & Follow-Up
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.
Reporting & Optimization
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.
Salesforce as the Center. Your Existing Systems Stay.
Twopir Consulting 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.
Epic EHR
Bidirectional patient data sync between Salesforce and Epic clinical records via HL7 FHIR APIs
Cerner / Oracle Health
Clinical data integration for real-time patient status visibility across operational and clinical systems
Scheduling Platforms
Athenahealth, Kareo, Phreesia, and other scheduling tools connected to the Salesforce patient record
Digital Intake Tools
Phreesia, Relatient, and custom intake forms piped directly into the patient onboarding workflow
Billing & RCM Systems
AdvancedMD, Kareo, Waystar, and other RCM platforms surfaced alongside patient records in Salesforce
Communication Tools
SMS, email, and patient portal messaging automated and connected to care and intake workflows
Telehealth Platforms
Virtual visit scheduling, follow-up workflows, and telehealth session data connected to patient records
MuleSoft & Custom APIs
Custom middleware for complex legacy system integrations, HL7 FHIR pipelines, and healthcare data interoperability.
What Changes When Operations Are Built Right.
Before Twopir Consulting, 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 Consulting 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.
Rachel M. Practice Director, Multi-Site Specialty Clinic Health Group Network
Regional Group Practice — Multi-Location Scale Infrastructure
Twopir Consulting
5 New locations onboarded on unified Salesforce infrastructure
70% Reduction in location-to-location process inconsistency
1 View Leadership operating dashboard across all providers and sites
★★★★★
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
David K. COO, Regional Group Practice Health Group
Multi-Site Specialty Clinic — Patient Operations Transformation
Twopir Consulting
3× Faster patient inquiry response time
58% Drop in admin time spent on intake tasks
42% Improvement in referral-to-appointment conversion
What You Can Expect When the Infrastructure Is Right
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
Built for Healthcare Organizations Managing Complex Operations
Twopir Consulting 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.
Multi-Site Group Practices
Practices expanding across locations who need consistent, scalable processes that replicate reliably without adding administrative complexity at each site.
Specialty Care Clinics
Specialty providers managing high referral volume, complex intake, and patient relationship management across focused service lines.
Healthcare Service Organizations
Organizations delivering healthcare-adjacent services — behavioral health, physical therapy, dental, vision, and more — that need the operational discipline of an enterprise-grade system.
Ambulatory Surgery Centers
ASCs managing pre-operative intake, scheduling coordination, post-operative follow-up, and billing workflows across surgical teams and support staff.
Primary Care & Urgent Care Networks
High-volume primary and urgent care networks managing patient acquisition, rapid intake, scheduling demand, and care coordination at scale.
Behavioral Health Providers
Behavioral health and mental health organizations managing sensitive intake workflows, care coordination, referral networks, and patient engagement with a compliant, connected infrastructure.
Why Healthcare Organizations Choose Twopir Consulting Over Standard Implementation Partners.
We Design the Process Before We Build the System
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.
We Own Outcomes, Not Just Deliverables
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.
We Think Across the Full Patient Operations Lifecycle
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 Direct Healthcare Operations Experience
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.
We Build for Scale, Not Just the Next 12 Months
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.
Answers Before the First Call
Salesforce centralizes new patient inquiries from every channel, automates routing and follow-up tasks, standardizes the registration and intake process, and gives leadership real visibility into conversion rates across all acquisition sources. It replaces disconnected intake forms, shared inboxes, and manual handoffs with a single connected operating workflow.
Yes. With the right architecture, Salesforce Health Cloud tracks referrals from source to scheduled appointment, coordinates across clinical and administrative teams, automates follow-up communications, and provides leadership with a full pipeline view — so no referral goes unworked and no partner relationship suffers from slow response.
Yes. Many of our healthcare engagements begin with an existing Salesforce environment that is technically active but not delivering operational results. We audit the workflow design, data architecture, automation logic, integration health, and user adoption — then redesign the system around what the organization actually needs to operate effectively.
Yes. Twopir Consulting connects Salesforce with EHR platforms including Epic and Cerner via HL7 FHIR APIs and MuleSoft, scheduling tools like Athenahealth and Kareo, digital intake platforms, RCM and billing systems, and communication tools — so patient data flows across your technology stack without manual re-entry or operational breaks.
Yes. Salesforce Health Cloud is HIPAA-compliant by design. Twopir Consulting architects implementations with appropriate access controls, data governance configuration, field-level security, and audit trail standards — so your patient information is protected throughout the system. We build compliance into the architecture rather than treating it as an afterthought.
Standard implementation partners optimize for platform delivery and project completion. Twopir Consulting optimizes for whether the system actually improves your organization's operational performance. That means the engagement starts earlier — with process design and architecture — and extends beyond go-live to ensure the infrastructure holds up under real patient volume and administrative pressure.
Next Step
If Your Organization Is Growing Faster Than Its Systems, This Is the Right Conversation
Twopir Consulting 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.
Speak with a team that understands healthcare operations, Salesforce architecture, and what it takes to build systems that perform under real clinical and administrative pressure.
