Client: Sunstone
TECHNOLOGY
- Salesforce Health Cloud
- Salesforce Experience Cloud
ABOUT CLIENT
Sunstone Therapies is a medical center specializing in clinical research and the delivery of psychedelic-assisted therapy.
NEED
Sunstone Therapies was looking for a stronger Managed Services partner for its Salesforce Health Cloud org. Appointment scheduling ran on a disconnected, third-party tool that did not fit how clinical trial visits actually work, with no good way to handle visit templates, staff and resource assignments, or trial-specific rules, and no connection to the electronic health record for accurate status tracking.
APPROACH
CloudMasonry built a custom Appointment Scheduler on Salesforce Health Cloud, purpose-built for clinical trial visits.
- Configurable visit templates for trial-specific scheduling rules.
- Resource and staff scheduling with conflict-aware calendar hold logic.
- A bidirectional integration with Sunstone’s eClinicalWorks EHR for accurate status tracking.
- An Experience Cloud portal so referring providers could securely view and manage appointments from outside the org.
OUTCOME
Sunstone Therapies replaced a disconnected, third-party scheduling tool with a purpose-built appointment system on Salesforce Health Cloud, tied directly into its clinical and provider workflows. Configurable visit templates, resource and staff scheduling, and a bidirectional integration with its eClinicalWorks EHR gave Sunstone’s team one system to manage complex trial-visit scheduling, while the Experience Cloud portal lets referring providers securely manage appointments from outside the org.
- One system to manage complex clinical trial-visit scheduling.
- Trial visits tied directly into clinical and provider workflows.
- Accurate status tracking through a bidirectional eClinicalWorks integration.
- An Experience Cloud portal for referring providers to manage appointments securely.
