Before the project began, teams lacked a single, reliable place to review patient information, and day-to-day work often depended on manual handoffs, repeated switching between screens, and inconsistent data capture. As a result, routine coordination took more effort than it should have and the system was not supporting users as effectively as it could.

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The client needed a cleaner, more native approach that would simplify how work gets assigned, completed, and reviewed across patient-related processes.

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Redtag helped the client simplify day-to-day work in Salesforce by using native Health Cloud features for managing tasks and patient information. Here’s how the solution works:

Action Plan Management for task coordination – Action Plan Management was set up so teams could assign tasks more clearly and keep work moving without relying on manual coordination.

Unified Patient Console for a clearer patient view – A dedicated patient management app and console were configured to bring together patient details, related records, timeline activity, and key actions in one workspace.

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Timeline and Action Launcher setup – Users gained a better way to review events in chronological order and launch relevant actions from a single panel.

Audit Trail and field history visibility – Audit Trail and field tracking were configured to support better transparency into user actions and selected record changes.

Life events and milestones configuration – Health Cloud capabilities were set up for tracking important patient milestones and related events.