Integrations / CRM & referrals

Salesforce / Health Cloud

Planned

Referral relationships, contacts, organizations, cases, and approved custom fields from Salesforce or Health Cloud.

Status

The vendor offers a public API, but the Orvexa AI connector is not built yet. Use file import in the meantime where available.

What it provides

  • Contacts
  • Accounts
  • Referrals
  • Cases
  • Tasks
  • Custom fields

Setup

Coming soon. A Salesforce administrator will authorize an Orvexa AI external client app with least-privilege OAuth scopes.

Designed first for referral and relationship workflows. Clinical data requires a separately reviewed Health Cloud scope and data-processing agreement.

Matching records to patients

Linked by the CRM record ID. Orvexa AI can suggest a match from email and clinic identifiers, but staff confirm the link.

Other crm & referrals integrations

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