Flagship Practice

Healthcare Salesforce & AI consulting.

Our deepest roots are in healthcare. Home care agencies, managed care organizations, pharmacies, and provider networks trust us to automate the workflows that keep patients cared for, and keep regulators satisfied. We also build Agentforce agents for home care teams: one ranks the best caregiver matches for each new patient intake, and another drafts referral follow-ups for field reps.

HIPAA EVV MLTC CDPAP KIPU EMR Salesforce Health Cloud Agentforce
Why Healthcare Operators Choose Us

We understand the workflows, the compliance, and the realities.

Healthcare is our flagship practice because we've lived it. We know what a good home care intake process looks like, why MLTC enrollment is painful, how EVV changes caregiver behavior, and where the real operational bottlenecks hide.

Home Care Operations

Intake, authorizations, caregiver scheduling, EVV compliance, billing. We know where the friction lives and how to remove it.

HIPAA-First Architecture

Every solution is designed around PHI protection from day one: sharing models, audit trails, and role-based access that auditors accept.

Managed Care & MLTC

We've built enrollment flows, referral pipelines, and broadcast automations for managed long-term care operators that actually scale.

EMR & Clinical Integration

KIPU, Epic, and other clinical systems. We build the bridges that let care teams work without leaving their workflow of choice.

Trusted Across Healthcare

The names you recognize, the outcomes they rely on.

12K+
E-sign envelopes processed for a single home care client
70
Users onboarded in a single Salesforce rollout
100%
HIPAA-compliant architecture on every engagement
Healthcare Success Stories

Real outcomes for real operators.

Case Study
Home Health·Health Cloud

Edison Home Health Grew 10x on Salesforce, Then Got Acquired

For more than two years, a five-person senior team made Health Cloud the operating system for the whole business.

How Edison grew about 10x
Case Study
Behavioral Health·ZenChart and KIPU

Bluecrest Recovery: Behavioral Health Operations on Salesforce

We fixed and extended the two-way ZenChart integration and built the Salesforce workflow that sits alongside KIPU. Admin support is ongoing.

Read the Bluecrest story
Case Study
Peer Recovery·Health Cloud

Hansen Foundation: Health Cloud Live in Two Weeks

New Jersey gave the foundation under two weeks to launch its Peer Recovery Program. Health Cloud went live on time.

Read the Hansen story

Automate the workflows
your care teams depend on.

From intake to EVV to billing, let's talk about where your operations are bottlenecked, and how we can fix it.

Get a Free Healthcare Operations Assessment More Healthcare Wins