Engaging with patients in a whole new way

What is PatientX?

PatientX is a free Lightning Bolt® template that will equip small/ local medical / healthcare services providers with a digital experience platform that engages patients from pre-care to post-care, through features like patient self-service, appointment scheduling and 1:1 journeys which drive both the patient experience and business growth.

What can you do with PatientX?

PatientX makes it easy for patients to engage/communicate and collaborate with medical service providers taking the admin burden away from healthcare providers so they can focus on what they do best - helping patients to feel better.

PatientX enables patients to automate community registration, capturing all patient and scheduling information at one time. It includes preconfigured appointment confirmation email templates and time-based appointment reminder workflows, with an intuitive UI for providers to set their own availability. Additionally, it allows specialists at service providers to manage their own appointments and set their availability.

Key Capabilities

In addition to Healthcare use cases, this template has broad appeal across other industries like Financial Services and Education by improving patient/client/student access with a real-time, self-service channel. It allows companies to quickly create and deploy industry-specific experiences to collaborate and connect with their customers.


For your patients

  • Personalised & transparent services
  • Lower wait times
  • Self-service
  • Direct & private communication with doctors

For you, the healthcare provider

  • Automated scheduling
  • Streamlined workflows
  • Increased patient engagement
  • Highly scalable
  • Salesforce solution
  • Easy to customise

What are your options?

Request your free demo today. If you are taking your first steps with Salesforce, or evolving your existing platform, our experts can match your needs with either full-service consulting and delivery projects, staff augmentation or support. Click to find out more

Our Cloud Experience Matrix

Explore our matrix below to find your story. With a choice of Platforms, Business uses, Locations and Industries, your options are unlimited. You can rely on our expertise to work on a new market-disruptive solution together. The table below provides an overview of our most recent projects.

Get in touch

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