Complaint Handling Software Built for Medical Devices,
and Beyond.

Ensure compliance with FDA 21 CFR Part 820, ISO 13485, and FHR using Salesforce and MuleSoft.

Richard Ngo

Salesforce & Healthcare Practice Lead, PlektonLabs

Our Partners in Healthcare

Digital Health & Interoperability

1

Automated Clinical Data Retrieval

Once a patient confirms an appointment in Salesforce Health Cloud, an automated system is triggered to retrieve the patient’s complete clinical history from connected Health Information Exchanges

2

Real-Time EHR Integration

The system gathers electronic health records (EHRs) from multiple sources and formats, ensuring seamless access to up-to-date and interoperable patient data.

Richard Ngo

Healthcare & Salesforce Practice Lead

3

Context-Aware Data Presentation

Key clinical insights, medical trends, and appointment-relevant data are intelligently organized and displayed, helping providers make data-driven decisions faster.

4

Streamlined Physician Workflow

Doctors save valuable time by avoiding manual record reviews across multiple EMRs (Electronic Medical Records), improving both clinical efficiency and patient care quality.

Use Cases

Prior Authorization Streamlining

A specialist needs payer approval for a high-cost imaging/procedure.  Payer utilizes X12 278 transactions and FHIR-based prior auth APIs for quick insurance approval.  This workflow reduces delays, improves patient satisfaction, reduces administrative burden, and enhances payer-provider collaboration.

Remote Patient Monitoring (RPM)

A provider monitors patients with chronic conditions (diabetes, hypertension, etc.) using a wearable device.  This device transmits data back to the provider's system using FHIR APIs and Bluetooth/IoT protocols.  Downstream EHR systems can integrate this data for risk scoring, alerts, and clinical decision support.

Initial Assessment for New Patients

After a new patient provides all the personal information, the staff retrieve all possible clinical information via an EMR that is connected to all major health exchanges.  However, it is usually daunting to review all the medical records from different EMR/EHR systems.  With the right tools, the provider may only want to see abnormal trends, medical history, etc., to have a more precise initial assessment as a baseline for treatment.

Cross‑State Patient Handoff

A patient moves from one primary care provider to another provider group in another state.  With interoperability, the new provider will be able to enroll the patient and seamlessly transfer the patient's medical history, prescriptions, medications, lab results, allergies, and imaging via connectivity to health exchanges (Carequality, Commonwell, eHealth Exchange, etc.).  This alone saves the new provider and staff a lot of time, effort, and may even reduce duplicate testing and ensure continuity of care.

Medical Record Reconciliation

A specialist needs payer approval for a high-cost imaging/procedure.  Payer utilizes X12 278 transactions and FHIR-based prior auth APIs for quick insurance approval.  This workflow reduces delays, improves patient satisfaction, reduces administrative burden, and enhances payer-provider collaboration.

Clinical Record Retrieval for Treatment

A provider monitors patients with chronic conditions (diabetes, hypertension, etc.) using a wearable device.  This device transmits data back to the provider's system using FHIR APIs and Bluetooth/IoT protocols.  Downstream EHR systems can integrate this data for risk scoring, alerts, and clinical decision support.

Payment and Operation

After a new patient provides all the personal information, the staff retrieve all possible clinical information via an EMR that is connected to all major health exchanges.  However, it is usually daunting to review all the medical records from different EMR/EHR systems.  With the right tools, the provider may only want to see abnormal trends, medical history, etc., to have a more precise initial assessment as a baseline for treatment.

Our Solution

Challenge

Unified platform for complaint management.

Extended resolution times affecting patient satisfaction

Customizable workflows to fit organizational needs.

Disparate systems causing data inconsistencies.

Comprehensive analytics for informed decision making.

Challenges in meeting compliance requirements.

Medical Device Manufacturers

Stay Audit Ready 100% Patient-Centered with Every Complaint

Our Solution

Challenge

Automated workflows tailored for medical devices.

Audit trail related to the complaint

Integration with existing systems for seamless data flow.

Risk of non-compliance with regulatory standards.

Real-time tracking and reporting capabilities.

Siloed systems hindering efficient resolution.

Why PlektonLabs?

We are built for Interoperability and trusted by healthcare innovators. As a Salesforce development partner, we specialize in healthcare interoperability. Our expertise lies in consistently demonstrating deep domain knowledge, technical excellence, regulatory understanding, and strong ecosystem integration capabilities.

  • Expertise in Health Cloud, Service Cloud, and Marketing Cloud, configured for care coordination, patient engagement, and provider workflows.
  • Customizes Clinical Data Models (CDM) and integrates FHIR-compatible APIs.
  • Implements OmniStudio or Experience Cloud portals tailored for providers, payers, or patients.

Seamlessly connects to:

  • Health Information Exchanges (HIEs) – e.g., CommonWell, Carequality, eHealth Exchange.
  • EHRs (Epic, Cerner, athenahealth, etc.) using FHIR, HL7, CCD, X12, or custom APIs.
  • Lab systems, pharmacies, and payers via standards like X12 270/271, 835/837, and LIS integrations.

Deep understanding of:

  • 21st Century Cures Act
  • ONC & CMS rules on data blocking and patient access
  • HIPAA, HITECH, and GDPR
  • Ensures compliance with both US and global health data privacy and interoperability laws.
  • Leverages MuleSoft (a Salesforce company) to orchestrate data across:
  • Salesforce, EHRs, Health Exchanges, and Third-party platforms.
  •  Builds reusable API-led architecture with standardized FHIR resources and error-handling.

Can demonstrate:

  • Decreased patient onboarding time

  • Improved care coordination across systems

  • Automation of referral intake, prior authorization, or clinical data reconciliation

  • Backed by case studies, client testimonials, and audit-passed deployments.

Our Services

Major health exchanges. Seamless data flow. Accurate information at the right time. Actionable.

Our Solution

Challenge

Interoperable systems tailored for digital health.

Manual data searches in health exchanges cause critical delays.

Integrated with major health exchanges, Salesforce speeds up data access.

Delays in data results, delays in care.

End-to-end visibility and coordination with adapted integration system.

Operational blind spots due to non-integrated systems.

Digital Health FAQs

Digital health encompasses the use of technology to improve health outcomes. This includes mobile health apps, wearable devices, telemedicine, electronic health records (EHRs), artificial intelligence (AI), and remote patient monitoring (RPM).

Digital health solutions must implement encryption, access control, audit trails, and comply with HIPAA (US and other regulations if we/customer were to use the platform outside US) to protect patient health information (PHI).

Modern platforms utilize FHIR, HL7, CCD, and APIs for seamless EHR integration (Epic, Cerner, Allscripts). Salesforce, via MuleSoft Anypoint Platform, connects to major health exchanges (Carequality, eHealth Exchange) using FHIR-based APIs for real-time integration with EHRs, claims systems, and data sources.

A Health Information Exchange (HIE) is a platform or network that allows healthcare organizations to electronically share clinical information to support care coordination, quality, and outcomes.

Key benefits include:

  • Improved access to care (e.g., telehealth)
  • Enhanced patient engagement: easier access, engagement, chronic care support
  • Better chronic disease management
  • Reduced hospital readmissions
  • Streamlined workflows for clinicians
  • For providers: Workflow efficiency, reduced readmissions, and data-driven decision-making

Let's Map Out Your Next Move

Built for Healthcare,
Backed by Salesforce & MuleSoft.

Our solution is deployable in Salesforce Health Cloud, Service Cloud, or integrated into existing infrastructure with MuleSoft accelerators.

Consistent Value, End-to-end

Every touchpoint isn’t just created but designed to move your business forward with clarity, speed, and purpose.

Yes. We build customer workflows between EHRs, patient engagement platforms, and Salesforce Health Cloud to drive case management, care plans, and longitudinal records.

We create unified data layers that connect clinical, operational, and engagement systems, enabling care teams to collaborate around accurate, real-time data in Salesforce.

Definitely. We create APIs and connectors that bridge Salesforce with tools like Epic, Center, Athenahealth, or custom patient portals, improving continuity and reducing toggling. 

We offer continuous monitoring, optimization, and compliance updates, ensuring that your Salesforce + EHR + device stack evolves with your needs and regulations.

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How can we help?

A little about yourself and we're ready to go

We pride ourselves on swift communication and prompt responses. Let us know what you're thinking and how we can help you.

Contact Information​

Head Office
18 King Street E, Suite 1400, Toronto ON M5C 1C4, Canada

Durham Office
Unit 265, 1099 Kingston Rd. Pickering, ON. L1V1B5, Canada

Austin Office
5900 Balcones Dr, STE 4000 Austin, TX 78731, USA

Dallas Office
Suite 1103, 2370 Victory Avenue, Dallas, TX 75219, USA

Phone: +1(877) 855-8775
Email: info@plektonlabs.com

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