cmHealth brings everything healthcare teams need including eligibility verification, intake, secure messaging, authorizations, and payments into one connected Salesforce experience. It reduces denials, speeds up approvals, and helps staff deliver faster, clearer, HIPAA-safe care without jumping between systems.
The Value Behind Connected Care
Real-time eligibility checks, automated authorizations, and integrated payments shorten claims cycles and improve cash flow across every line of service.
Upfront verification and accurate data capture reduce eligibility-related denials, prevent day-of-service surprises, and eliminate costly rework.
Eligibility, intake, communication, documents, and billing all run inside Salesforce, removing silos and creating a smoother experience for both patients and staff.
The Technology Behind Better Care
Automate medical insurance eligibility and verification with 900+ payers in Salesforce.
Generate, merge, split, digitally sign, and vault documents securely.
Automate and manage SMS, MMS, and fax communication.
Robust payment solution to manage credit/debit cards, and ACH payments on Salesforce.
Benefits That Make Patient Care Smarter
Automated eligibility checks and streamlined intake reduce delays and keep claims moving without manual effort.
Encrypted email, SMS, fax, and eSign keep every patient interaction secure and fully compliant.
Real-time verification and integrated workflows prevent errors, missing details, and costly rework.
Connected communication channels improve clarity, reduce no-shows, and enhance the patient experience throughout care.
Coverage checks, forms, and authorizations run together in Salesforce, eliminating fragmented tools and extra steps.
Automation removes repetitive verification and intake tasks, freeing staff to focus on patient needs.
Frequently Asked Questions
How can I verify patient eligibility and benefits directly inside Salesforce?
Many healthcare teams connect Salesforce to real-time eligibility services so staff can confirm active coverage, benefits, copays, and referral requirements without jumping between portals. This reduces day-of-service surprises and helps prevent eligibility-related claim denials.
Can Salesforce help reduce insurance denials caused by incorrect coverage information?
Yes. When eligibility and benefits checks run before appointments, staff catch inactive plans, missing referrals, or outdated patient data early. This leads to fewer denials, less rework, and faster approvals from payers.
What does real-time medical insurance verification look like in Salesforce?
It typically works like this:
- Patient or member data is sent automatically to the payer
- Coverage details return within seconds
- Copays, deductibles, and limitations appear on the Salesforce record
- Everything is logged for compliance
This keeps intake and billing workflows moving without manual follow-up.
How do healthcare organizations manage referrals and authorizations in Salesforce?
Many clinics and health systems use integrated document generation and e-signature tools to create referrals, capture signatures, and store authorizations all within Salesforce. When eligibility and authorizations flow together, approvals happen faster and billing becomes more predictable.
Is insurance verification in Salesforce HIPAA-compliant?
It can be, as long as the system uses encrypted communication, secure messaging (email, SMS, fax), and tamper-evident records. Healthcare organizations often choose Salesforce-native tools so all eligibility checks, documents, and communications stay fully logged and HIPAA-safe.
Testimonials
Hear From Our Happy Customers
"Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!"
Brianna Maestre
Operations Manager, iAdvanceNow
"Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app."
Vaishali Ghai
Salesforce Consultant, Accenture
"Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!"
Bill Hahn
Sr. Customer Success Architecture, Salesforce
"Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!"
Mike Patchen
Salesforce.com Consultant
"Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with."
Jim Byrne
MD, Intercontinental Exchange
"The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish."
James Slocum
Chief Information Officer, OneUnited Bank
"I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce."
Sabetay Palatchi
President, Constructive Finance
"We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them."
Ashley Morin
Underwriting Manager, 7-Eleven
"Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently."
Lauren Falsetti
Director, Better Rise Capital
"Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need."
Paul Scheller
IT Director, Burch Oil Co
"The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind."
Sara Hildreth
Development Coordinator, Everyday Miracles
"Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team."
Steven Nagy
Solutions Consultant, Moby Capital
