HIPAA-Compliant Health Cloud Workflows
Manage intake, consent, portals, and appointments in a secure platform with customizable patient views and real-time Salesforce Health Cloud updates.
Healthcare
See Patient Workflows in Action
Patient Intake Without the Admin Overhead
Digitize intake with HIPAA-compliant intake forms that sync data directly to Salesforce records. No manual entry and no upload lag.
Auto-Tracked Consent and Compliance Docs
Send pre-filled consent forms based on patient data. Timestamped, signed, and stored securely in Salesforce.
Care Portals That Sync to Salesforce
Give each patient a secure, personalized portal that updates automatically from your Salesforce or Health Cloud data.
Choose a Salesforce Success Plan:
Doc Gen
eSign
Workflow Automation
Proposals
Starter
Environment & admin access, API-ready, project-ready, starting at 100 docs/month.
Starting at:
$150/Month
Environment & admin access, API-ready, project-ready
Key features:
- Native Salesforce integration
- Basic templates
- No minimum number of users
- Personalized documents
- Merge & bulk send documents
- Intuitive Microsoft Office Add-Ins
- Automatically track signings
- Maintain accurate records
- Legally binding eSignatures
MOST POPULAR
Growth
Smart docs & eSign, advanced permission, tiered access, starting at 500+ docs/ month
Starting at:
$300/Month
Bulk send, custom approvals, and robust compliance for Salesforce docs
Everything in Starter plus:
- eSignatures with compliance features
- Online contract tools
- Bulk send with full tracking
- Custom approval flows
- Smart templates with sync built-in
- Work with a min of 12 Salesforce users
Scale
High-volume doc usage, custom-built for your stack and scale.
Let’s talk
Contract lifecycle management, from generation to signature, tracked in Salesforce
Everything in Growth plus:
- Customizable signing workflows
- Document and signer tracking
- Scalable document creation
- Unlimited doc gen and storage
- Advanced workflows
- HIPAA-compliant handling
- CI/CD integration
- Enterprise-ready compliance package
Web Forms
Web Flows
Embedded Experiences
Portals
Surveys
Starter
Create basic forms and landing pages with no coding required
Starting at:
$250/Month
Create dynamic, code-free forms for all use cases
Key features:
- Create basic web forms
- Custom branding
- No minimum number of users
- Cross-device support
- Upload images & docs
- No-code builder with live Salesforce sync
- Fast forms and surveys with templates
- Embed dynamic digital forms in an iframe
MOST POPULAR
Growth
Create web apps with real-time Salesforce updates and automatic syncing
Starting at:
$450/Month
Smart forms, advanced permissions, tiered access
Everything in Starter plus :
- Advanced conditional logic
- Expanded API access
- Branded web forms, surveys, and portals
- Compatible with all Salesforce data types
- Build personalized Salesforce experiences
Scale
Custom web apps and workflows, fully managed setup
Let’s talk
Sandbox access, enterprise-compliance, and custom domains for any Salesforce use case
Everything in Growth plus:
- Built-in tracking and reporting
- Custom SLAs for support and uptime
- Multi-instance support
- HIPAA-compliant web handling
- CI/CD integration for deployment
- No-code Salesforce web flows
- Custom domains and white labeling
- Sandbox access & multiple admins
“Since implementing Titan, we are seeing time savings, but that’s not all; the seamless integration within Salesforce enables us to fully rely on data held in Salesforce for the most up-to-update position on any contractor records”
Explore Titan For Healthcare
“Since implementing Titan’s solutions, we’ve been able to accelerate digital transformation and move from paper to digital format but the real engine behind the success is the support you get from the Titan team.”
Prioritize Care in Health Cloud
Make patients your main concern by leveraging Titan’s solutions for Salesforce Health Cloud to support doctors, nurses, and hospitals!
Streamline medical records and operative reports, get prescription refills signed fast, and create secure self-service portals or Salesforce intake forms for easy appointment scheduling and payments with Titan’s point-and-click tools for the healthcare industry.
No code, no stress, and 100% HIPAA compliant!
Patient Feedback Management
Empower healthcare professionals to understand patients better with Titan’s patient satisfaction surveys. Our patient engagement tools supercharge healthcare organizations by creating surveys while automating and tracking feedback from Salesforce. Choose Titan’s survey tool for Salesforce to gain insights that elevate patient care in the healthcare industry.
Reimagine Salesforce Health Cloud
Titan enhances the #1 Medical CRM by turbocharging it for the healthcare industry. Transform Salesforce Health Cloud with drag-and-drop web apps and patient portals. Create Salesforce insurance verification processes, scheduling systems, dynamic healthcare portals, landing pages, insurance SSO portals, payment gateways, and more. Use Titan to easily manage your Electronic Health and Medical Records (EHR/EMR) in Salesforce!
Fully Automated Patient Forms
Titan lets healthcare providers create custom Salesforce forms for various processes.
Build healthcare forms for client intake and empower patients to fill them out online for the best data accuracy. Titan fast-tracks patient admissions and reduces manual errors by automating form submission and data collection.
Choose our patient forms for 100% efficiency while maintaining high levels of
data quality.
Titan in Health Cloud
Why use Titan with Health Cloud?
Health Cloud owns your data. Titan connects it to the patient experience with secure intake, portals, and docs, without the complex setup.
Is Titan HIPAA-compliant?
Yes. Titan supports HIPAA compliance with encrypted data handling, audit trails, and secure storage inside Salesforce.
Can Titan handle complex data models and relationships?
Absolutely. Titan works with any Salesforce object, standard or custom, and even multiple object forms.
What about mobile access and language support?
Titan forms and portals are fully responsive and support multiple languages out of the box.
How is access managed per patient or provider?
Titan supports role-based permissions. Patient and care teams only see what they need and when needed.
Patient workflows that live in Salesforce
