Salesforce Life Sciences Cloud Features
Operational Data (15)
Site Management
Provides oversight on site-specific details, participation status, enrollment planning, and site communications.
Participant Management
Coordinates, tracks, monitors, and manages participants enrolled in upcoming or ongoing clinical trials.
Data Centralization
Consolidates and centralizes study-relevant data and information.
Contact Management
Gathers and collects contact information for trial participants.
Real-Time Data
Receive data and information in real time
Inventory Management
Track and manage inventory levels to maintain proper supply
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Document Management
Store, manage, and track all electronic documents in a centralized location
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Clinical Study Management
Tools to manage single or multiple clinical studies within a centralized platform
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Forms Management
Store, manage and track all forms in a centralized location
Sales (2)
Account Management
Supports management and planning of sales accounts
Sales Coaching
Facilitates the planning of calls, and records and generates reports on outbound calls
Patient-Centered Functions (19)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Integration with Wearables
Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Intake Management
Activities related to the initial admission of a charge into the organization's care
Records Management
Ability to record, store, update, and retrieve information
Claims Management
Process of submitting and following up on claims with insurance companies
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Forms Management
Store, manage and track all forms in a centralized location
Operations (21)
Field Operations Management
Equips field sales teams with tools to better manage territories and report on field activities
-
Data Management
Collects and stores patient and company data in a centralized database
-
Multichannel Engagement
Analyzes and maintains patient-provider interactions across multiple touchpoints to optimize customer interactions
-
Task Automation
Automates and streamlines tasks, integrations, communication, and personalization
Industry Regulations
Ensures that sales teams, health care organizations, and field service reps adhere to industry regulations
Workflow Management
Enhances clinical workflows
Interoperability
Integrates with existing medical practice solutions
Digital Intake Forms
Provides digitized intake forms both for patient and physician use
Engagement Measuring
Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration
Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient Intake
Patients can register for appointments in advance online
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Forms
Customize contracts and forms to collect specific information
Care Summaries
Electronic patient health records
EHR-Agnostic
Electronic patient health records, including records from multiple doctors
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Additional Functionality (100)
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Patient Education
Educational and medical resources that are delivered to patients online
Electronic Payments
Electronically collect payments for goods or services
Multi-Language
Manage and support multiple languages
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Data
Receive data and information in real time
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics
Analyze and gain insights into data in real-time
Medication History
Access to patient medication history data
Online Refills
Allows medical providers and/or customers to request previously filled prescriptions online
Messaging
Communicate using messages within the system
Video Conferencing
Connect with meeting participants remotely over video
Real-Time Monitoring
Active monitoring of systems, applications, or networks
API
Application programming interface that allows for integration with other systems/databases
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Customizable Branding
Add customized logos and colors to align with company branding
Historical Reporting
Information, data and reports that are being tracked over time
Mobile Alerts
Notifications via mobile devices
Lab Results
Laboratory test results
Telemedicine
Meet with patients remotely
One-to-One Messaging
Send personal messages to clients or attendees
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Health Record Access
Gaining access to confidential health documents and information
Medical Billing
Manage billing and payments for a healthcare provider
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Bill Payment
Complete outstanding payments
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Electronic Signature
Digitally sign online documents
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Video Consultations
Speaking to a doctor or healthcare professional using online video tools
Secure Messaging
Exchange messages in a secure and encrypted manner
API
Application programming interface that allows for integration with other systems/databases
Scheduling
Plan availability and assign specific time slots for tasks and resources
Randomization
Randomize the displayed order of questions and answer options
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Reports
Alter the layout and content of reports
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
EMR/EHR
Create and securely store digital patient records
Document Imaging
Convert paper files into digital images
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Visualization
Graphical representation of data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Patient Recruiting
Helps clinical trials/labs get patients for participation.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRF Tracking
Collect and track all case report forms (CRFs) within a centralized repository
21 CFR Part 11 Compliance
Shows that electronic documents are authentic and linked to specific records
Double Data Entry
Data entry quality control method that involves recording the same data twice to maintain integrity
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Import/Export
Import and export data to and from software applications
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Trial Design
Allows clinics and academic institutions to create trials and studies from scratch.
Customizable Forms
Customize contracts and forms to collect specific information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Electronic Data Capture
Import, collect, and capture data from multiple sources
Operational Performance (5)
Project Management
Coordinates, tracks, monitors, and manages upcoming or ongoing clinical trials.
Documentation
Records and administers study- and site-specific documents, forms, and activities.
Reporting
Enables continuous and up-to-date reporting during studies.
Milestones Management
Allows customization of study's key dates; tracks deadlines and milestones; issues progress reports.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Management (5)
Product-To-Market Management
Accelerates time to market while reducing risk of medtech products and devices.
Regulatory Adherence
Ensures regulation compliance via notifications and triggers of noncompliant processes.
-
Information Management
Collects and manages product, operations, and activity information.
-
Process Automation
Automates the collection and management of data and business processes.
Sales Management
Optimizes the activities of field sales / medical representatives before, during, and after the sales cycle.