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What is Salesforce Agentforce Health?

Agentforce Health is Salesforce’s purpose-built AI CRM platform for healthcare providers, payers, and public health organizations. Previously known as Health Cloud, it connects clinical, operational, and engagement data within a unified and compliant environment. The platform includes healthcare-specific data models, workflows, and interoperability standards to support complex care ecosystems. By integrating EHR systems and third-party applications, it ensures a seamless flow of accurate, real-time information. AI agents powered by Agentforce automate administrative processes, reduce manual workloads, and deliver actionable insights directly in the flow of work. Contact centers benefit from instant summaries of medical histories, eligibility, claims, and provider networks. Integrated Care Management tools enable flexible care plans and close care gaps efficiently. Intelligent document automation extracts and classifies data from faxes and forms to accelerate processing. Population health and disease surveillance capabilities support proactive interventions and faster response times. Built-in compliance and governance features maintain privacy and regulatory alignment. Health Cloud also integrates with Data 360, MuleSoft, Marketing Cloud, Slack, and Service Cloud for expanded functionality. Agentforce Health empowers healthcare organizations to deliver connected, personalized, and efficient care experiences at scale.

What is Foothold?

More than 25 years ago, one of our founders, serving as the IT Director for a prominent behavioral health and residential services organization in New York, recognized the urgent need for improved tracking and reporting of their services, leading him to create a case management system tailored for his agency. As time passed, two additional agencies collaborated in enhancing the software, allowing it to cater to the diverse needs of almost any human services organization across the nation. Currently, Foothold’s dedicated team and innovative software support hundreds of agencies not only throughout the United States but also in Guam and Puerto Rico. By leveraging our technology expertise combined with a deep understanding of human services, we remain committed to empowering agencies to concentrate on their core missions while providing them with the tools they need to succeed. Moreover, we strive to continually innovate and adapt our solutions to meet the ever-changing landscape of human services.

What is Conexia?

At the point-of-care, processes for authorization, claim processing, and payment are efficiently integrated. By enhancing care coordination, we aim to achieve improved health outcomes while reducing medical expenses and simplifying administrative workflows. Engaging providers directly at the point of care allows for immediate data sharing and collection, facilitating an unparalleled flow of health information. Our collaboration with clients focuses on developing risk management strategies that lead to superior outcomes at reduced costs. We strive to enhance the experience for all participants within the healthcare ecosystem. To maximize the effectiveness of our clients' resources, we ensure a minimum return on investment of 3:1. Conexia has developed a versatile core technology platform known as ONE, which can be tailored to align with the varying regulatory needs and operational workflows of each client in different regions. Typically, our initial implementation serves as an enhancement to the existing technology framework of payers, enabling real-time operational capabilities that significantly improve efficiency. Ultimately, our goal is to create a seamless integration that benefits all stakeholders involved in the healthcare process.

Media

Media

Media

Integrations Supported

CaraSolva
CareBridge
Change Healthcare Data & Analytics
Concord Cloud Fax
Consensus Harmony
Inspire Planner
PhoneIQ
Provar
Salesforce
Salesforce Agentforce
Salesforce Agentforce Life Sciences
Snowflake
Wufoo
iPrescribe

Integrations Supported

CaraSolva
CareBridge
Change Healthcare Data & Analytics
Concord Cloud Fax
Consensus Harmony
Inspire Planner
PhoneIQ
Provar
Salesforce
Salesforce Agentforce
Salesforce Agentforce Life Sciences
Snowflake
Wufoo
iPrescribe

Integrations Supported

CaraSolva
CareBridge
Change Healthcare Data & Analytics
Concord Cloud Fax
Consensus Harmony
Inspire Planner
PhoneIQ
Provar
Salesforce
Salesforce Agentforce
Salesforce Agentforce Life Sciences
Snowflake
Wufoo
iPrescribe

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/healthcare/cloud/

Company Facts

Organization Name

Foothold Technology

Date Founded

2000

Company Location

United States

Company Website

footholdtechnology.com

Company Facts

Organization Name

Conexia

Date Founded

1996

Company Location

United States

Company Website

conexia.com/en

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Hospital Management

Accounting Integration
Appointment Management
Appointment Scheduling
Bed Management
Billing & Invoicing
Claims Management
In-Patient Management
Inventory Management
Medical Billing
Out-Patient Management
Patient Records Management
Physician Management
Policy Management
Revenue Management

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Patient Management

Admissions Management
Bed Management
Discharge Management
Historical Reporting
Patient Flow Management
Patient Location Tracking
Patient Monitoring
Real Time Reporting
Waiting Time Tracking

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Categories and Features

Applied Behavior Analysis (ABA)

ABA Data Collection
Appointment Management
Assessments
Billing & Invoicing
Document Management
Insurance Management
Learning Management
Mobile Access
Practice Management
Program Management
Progress Tracking
Reporting / Analytics

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

HIPAA Compliance

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Long Term Care

Claims Management
Clinical Care
EHR
Electronic Health Record
For Home Care Providers
For Nursing Homes
Geriatric Care
MDS Review
Patient Records
Staff Scheduling

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Population Health Management (PHM)

Analytics
Cost-of-Care Analysis
Data Storage
EMR/EHR Integration
Patient Engagement
Patient Identification
Patient Risk Stratification
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Test & Treatment Reminders
Utilization Tracking

Revenue Cycle Management

Accounts Receivable
Claims Management
Collections Management
EHR/EMR Integration
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Registration
Patient Scheduling
Payment Processing

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Telemedicine

Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Patient Queue Management
Practice Management
Remote Treatment Plans
Teleradiology
Video Conferencing

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Hospital Management

Accounting Integration
Appointment Management
Appointment Scheduling
Bed Management
Billing & Invoicing
Claims Management
In-Patient Management
Inventory Management
Medical Billing
Out-Patient Management
Patient Records Management
Physician Management
Policy Management
Revenue Management

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Population Health Management (PHM)

Analytics
Cost-of-Care Analysis
Data Storage
EMR/EHR Integration
Patient Engagement
Patient Identification
Patient Risk Stratification
Patient-Reported Outcomes
Payment Bundling
Predictive Alerts
Test & Treatment Reminders
Utilization Tracking

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