Antrazal

Connected CRM, EHR, and website to help patients and providers Customer Story

Connected CRM, EHR, and website to help patients and providers access what they need at the time they need building the trust in the care received.

Making health information access simple, safe, and trusted

In today’s digital world, people expect fast, seamless access to the information that matters most whether it’s checking a bank balance or reviewing medical records. But in healthcare, access to protected health information (PHI) is often fragmented, delayed, or buried behind disconnected systems.

For the ABA Therapy Provider, patients, families, and clinicians struggled with inconsistent access to essential health documents, progress notes, and care plans. Providers navigating multiple portals and email systems faced administrative friction. Families seeking progress reports or PHI had limited real-time visibility. The experience introduced unnecessary delays, impacted care coordination, and risked eroding trust.

Leadership recognized that improving access was not a convenience it was essential to improving care, strengthening trust, and empowering both patients and care teams.

Reimagining access with connected CRM, EHR, and patient portals

To bring this vision to life, the provider partnered with Antrazal to build a unified platform that seamlessly connects patient data from Epic EHR into Salesforce Health Cloud, with SharePoint powering secure document storage and retrieval.

Antrazal implemented Salesforce as the central experience layer for patient and provider engagement. Epic EHR was integrated in real time using FHIR APIs to ensure clinical data including PHI, progress notes, therapy plans, and histories flowed securely into Salesforce without manual entry. SharePoint served as the trusted repository for health documents, securely surfaced through connected Experience Cloud portals.

The newly connected ecosystem enabled:

  • Patients to securely view PHI and health documents via a personalized portal
  • Care providers to access up-to-date clinical information in a single interface
  • Administrative teams to reduce manual requests and repetitive tasks

By replacing fragmented access points with a single, connected experience, the organization created an environment where users could access what they needed, when they needed it strengthening trust in care and reducing operational friction.

Real impact achieved through connected systems and smarter workflows

$2M

US Dollars saved through streamlined PHI exchange and reduced administrative overhead

30%

Productivity boost for teams working with PHI data

27%

Higher customer retention driven by improved transparency and access to care information

The ROI of connected health access

Transforming access to health information quickly produced measurable outcomes for both users and the organization.

By consolidating data from Epic EHR into Salesforce Health Cloud and surfacing it via connected portals:

  • Patients and families gained real-time, secure access to their own health information
  • Care teams reduced administrative tasks and improved collaboration
  • Trust in care consistency and transparency increased among stakeholders

What was once a fragmented, manual process became a connected, intuitive experience one that reinforces trust, supports clinical decision-making, and improves operational efficiency.

Building a future-ready platform for patient-centric care

Today, the ABA Therapy Provider operates with a fully connected care platform powered by Salesforce Health Cloud.

Real-time, connected health information is now accessible from a central experience layer, enabling faster decision-making, reducing administrative friction, and improving satisfaction for families and clinicians.

With Salesforce as the backbone, Epic as the clinical source of truth, and SharePoint as the secure content repository and with Antrazal as its implementation partner the organization has established the digital foundation it needs to grow, innovate, and deliver trusted care experiences at scale

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Contact Antrazal

info@antrazal.com