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Case study · Experience Cloud

A patient onboarding portal for a healthcare startup.

We built a secure, privacy-conscious onboarding portal on Experience Cloud so patients self-register and submit their information — letting a small team scale enrolment cleanly.

  • United States
  • Healthcare
  • Experience Cloud
  • Implementation
At a glance

At a glance

Region

United States

Industry

Healthcare startup

Platform

Salesforce Experience Cloud · Custom Development

Work type

Implementation

How we approached it

01 Challenge

Manual intake couldn't keep up — and the data was sensitive.

Patient intake was manual and didn't scale with a growing waitlist. The information involved was sensitive and needed careful, privacy-conscious handling, and the startup's small team couldn't keep pace with onboarding by hand.

02 What we built

A secure portal that lets patients onboard themselves.

We built a self-service onboarding portal with privacy designed in from the first field — so a small team could scale intake cleanly.

  • Secure self-registration — patients enrol and submit structured intake forms themselves.
  • Privacy-conscious data model — access controls so sensitive information is seen only by the right people.
  • Automated routing — new intakes go to the right team with no manual triage.
  • Built to scale — a foundation that grows with enrolment as the startup grows.
03 Outcome

Intake scales; the team oversees instead of operating.

The startup scaled patient intake without adding headcount, sensitive data is handled with appropriate safeguards, and onboarding moved from a manual bottleneck to a self-service flow the small team can oversee rather than operate by hand.

Solution highlights

Everything intake needs, handled securely.

Patients onboard themselves

Secure self-registration and structured intake forms replace manual, by-hand enrolment.

Privacy by design

A privacy-conscious data model and access controls keep sensitive information with only the right people.

Routed automatically

New intakes flow to the right team without manual triage.

Built to scale

A foundation designed to grow with enrolment, not buckle under it.

In their words

We went from a growing waitlist we couldn't keep up with to intake that runs itself — securely — while our small team just oversees it.
Founder · early-stage healthcare startup (anonymized)
Tech & stack

Built on Experience Cloud, with the data controls the domain requires.

  • Salesforce Experience Cloud
  • Apex
  • Lightning Web Components
  • Flow
  • Field-level security
  • Role-based access
  • Automated routing
  • Custom intake forms
  • Sandbox → CI/CD
  • Git source control
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Building a patient or member experience?

Talk to a senior architect about a secure Experience Cloud portal with the data controls your domain requires — scoped before you commit.