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.

5 stars Rated 4.99/5 (300+ reviews) on Salesforce AppExchange
Patient management in Salesforce

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.ย 

Secure submission in Salesforce

Auto-Tracked Consent and Compliance Docs

Send pre-filled consent forms based on patient data. Timestamped, signed, and stored securely in Salesforce.ย 

Digital record of consent connected to Salesforce

Care Portals That Sync to Salesforce

Give each patient a secure, personalized portal that updates automatically from your Salesforce or Health Cloud data.

Portal that sync with Salesforce
Secure submission in Salesforce Digital record of consent connected to Salesforce Portal that sync with Salesforce

Choose a Salesforce Success Plan:

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Doc Gen

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eSign

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Workflow Automation

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Proposals

CLM

Starter

Starting at:

$150per month

Document Generation or eSignature workflows with native Salesforce integration and Microsoft Add-Ins.

Start free trial

Growth

Starting at:

$350-$1,000per month

Add merge, bulk send, approvals, access control, and tracking to Salesforce document or signing workflows, with more control.

Get started

Enterprise +

Starting at:

$2,000per month

For complex Salesforce workflows, compliance, and scale, with AI Builder, sandbox, advanced automation, and legal review.

Scale now
Get Pricing Breakdown

Standard terms and conditions apply

AI Studio

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Portals

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Web Flows

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Web Forms

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Surveys

Starter

Starting at:

$250per month

Build Salesforce-connected forms and landing pages with payment integration, simple submissions, intake workflows, and API usage.

Start free trial

Growth

Starting at:

$450-$1,000per month

Expand into multi-page forms, portals, automated workflows, and API access, with conditional logic, 2FA, and synced user interactions.

Get started

Enterprise +

Starting at:

$2,000per month

Full Experience with AI Builder, complex automations, API Hub, HIPAA, PIPEDA, GDPR coverage, plus MSA, DPA, and legal review support.

Scale now

Standard terms and conditions apply

The All-in-One Salesforce Toolkit

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Sign โ€“ Collect secure and legally binding digital and โ€จeSignatures on any document

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Survey โ€“ Launch dynamic, personalized surveys with conditional logic

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Docs โ€“ Dynamically generate documents with real-time Salesforce data

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CLM โ€“ Manage the full contract lifecycle, from generation to signature

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Forms โ€“ Create, embed, and manage Salesforce forms

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Files โ€“ Upload, organize, and store files directly in Salesforce

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Web โ€“ Build Salesforce-synced portals and web apps

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Flow โ€“ Automate any Salesforce workflow for any industry

Talk to a Titan

Enterprise-Grade Support. Human-Level Access.

Titanโ€™s most powerful plan, explained by real people in real time.

Slack an expert

No Slack account required

Illustration of customer support for Enterprise Suite

โ€œSince implementing Titan, we are seeing time savings, but thatโ€™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 recordsโ€

Joanna Smart Marketing Specialist

โ€œSince implementing Titanโ€™s solutions, weโ€™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.โ€

Luigi Rucco CRM Service and Project Manager
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Prioritize Care in Health Cloud

Make patients your main concern by leveraging Titanโ€™s cloud-based healthcare 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 patient intake software for easy appointment scheduling and payments. With Titanโ€™s point-and-click practice management software, you can optimize healthcare workflows with no code, no stress, andย 100% HIPAA compliant!

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Patient Feedback Management

Empower healthcare professionals to understand patients better with Titanโ€™s patient satisfaction surveys.โ€จOur patient engagement tools supercharge health systems in healthcare organizations by creating surveys while automating and tracking feedback from Salesforce.โ€จChoose Titanโ€™s survey tool for Salesforce to gain insights that elevate patient care in the healthcare industry.

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Reimagine Salesforce Health Cloud

Titan enhances the #1 Medical CRM by turbocharging it for the healthcare industry.โ€จTransform Salesforce Health Cloud into a comprehensive EHR platform with drag-and-drop web apps and a robust patient portal. Create Salesforce insurance verification processes, scheduling systems, dynamic healthcare portals, landing pages, insurance SSO portals, payment gateways, dynamic healthcare API integrations and more.โ€จUse Titan to easily manage your Electronic Health and Medical Records (EHR/EMR) in Salesforce!

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Fully Automated Patient Forms

Titan lets healthcare providers create custom Salesforce forms for various processes.โ€จBuild 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, which seamlessly feeds into your medical billing software. 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 patient intake software, portals, and docs, without the complex setup required by traditional practice management tools.

Is Titan HIPAA-compliant?

Yes. Titan acts as a premier healthcare compliance software, supporting HIPAA standards 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, making it the most flexible EHR platform connector for handling multiple object forms.ย 

What about mobile access and language support?

Titan forms and portals are fully responsive, ensuring your healthcare software is accessible on any device and supports multiple languages out of the box.

How is access managed per patient or provider?

Titan supports role-based permissions. Once you integrate it in your healthcare system, patient and care teams only see what they need and when needed.ย 

 

Patient workflows that live in Salesforce