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What is an EHR: Ensuring Compliance in Salesforce and EHR Integration

With patient data being one of the most crucial in the healthcare scene, there is an imperative need for certain systems to dedicatedly manage them, ensuring data security and compliance, and taken care of, rightly.

And not only is the quality of the healthcare data important, but the quantity is of equal weight here. According to the RBC Capital markets, currently, around 30% of global data is produced by the healthcare sector. By 2025, the data growth rate in healthcare is projected to hit an annual increase of 36%. This rate is 6% quicker than in manufacturing, 10% more rapid than in financial services, and 11% faster than in media and entertainment.

Sighting the quality and upcoming quantity of this data, electronic health record systems (EHRs) play a very important role. And more than that, the integration of EHR systems into other crucial platforms like Salesforce is becoming more prevalent. This blog explores what is an EHR, the key considerations, and best practices for securing EHR systems in healthcare during their integration with Salesforce, ensuring compliance with healthcare regulations.

What is an EHR in Healthcare?

What is an EHR? The answer is simple. Electronic health records (EHRs) are digital versions of patients’ paper charts. They are real-time, patient-centered records that make information available instantly and securely to authorized users. EHR systems in healthcare consolidate information from several healthcare providers to offer a more comprehensive patient history.

Unlike paper records, EHRs contain a patient’s medical history, diagnoses, medications, treatment plans, immunization dates, allergies, radiology images, and laboratory and test results. The main purpose of EHRs is to streamline the clinical operations of a healthcare provider, improve accuracy and patient care, reduce the chances of data replication, and ensure that the data is updated, accurate, and legible. EHR systems are also designed to support other care-related activities directly or indirectly through various interfaces, including evidence-based decision support, quality management, and outcomes reporting.

The Importance of EHR Systems in Healthcare

EHR systems are crucial for the enhancement of healthcare quality, the efficiency of services delivered, and the overall reduction in institutional costs. These systems facilitate easier access to patient data, improve the accuracy of diagnoses and health outcomes, and streamline the care process. However, integrating these systems with other platforms like Salesforce poses significant challenges, particularly around the security and compliance of patient data.

Salesforce EHR Integration

Salesforce EHR integration can dramatically improve the efficiency and effectiveness of healthcare services. Salesforce EHR integration allows healthcare providers to have a holistic view of the patient journey, from initial contact through ongoing engagement and long-term care. This integrated approach supports personalized patient engagement, better health outcomes, and streamlined processes.

Benefits of EHR Integration with Salesforce

Integrating EHRs and Salesforce is a significant step towards not only security and compliance but also towards achieving the perfect “Patient 360”. Below we have listed the top benefits of EHR integration with Salesforce:
  • Improved Patient Engagement: Salesforce’s robust CRM capabilities allow healthcare providers to manage patient relationships more effectively, leading to improved communication and engagement. When integrated with EHR, providers can access complete patient histories, including past interactions and health records, to tailor communications and interventions specifically to individual needs.
  • Enhanced Data Accessibility: Integrating EHR systems with Salesforce puts comprehensive patient data at the fingertips of healthcare providers. This ensures that every team member—from doctors to customer service reps—has access to the same up-to-date patient information, facilitating a more coordinated and efficient approach to patient care.
  • Streamlined Operations: Salesforce offers automation tools that can streamline many routine tasks such as scheduling, follow-ups, and patient notifications. By integrating these tools with EHR systems, healthcare organizations can reduce administrative overhead, minimize manual errors, and allocate more time to patient care.
  • Personalized Patient Care: With Salesforce’s advanced analytics and EHR’s detailed patient data, healthcare providers can offer more personalized care plans. This integration allows for the analysis of large volumes of health data to identify trends, predict outcomes, and tailor treatments to individual patient needs.
  • Increased Compliance and Security: Salesforce complies with various industry standards and regulations, including those applicable to healthcare data such as HIPAA in the United States. Integrating Salesforce with EHR systems helps ensure that patient data is handled securely across all platforms, maintaining the confidentiality and integrity of sensitive information.

Challenges of EHR Integration

Despite the benefits, the integration of electronic health records into Salesforce must address several challenges, primarily:
  • Data Security: Patient data is highly sensitive. Ensuring that this data is securely transferred and stored in Salesforce is critical. Data encryption, both in transit and at rest, is a fundamental requirement.
  • Compliance with Regulations: Healthcare data is subject to stringent regulatory requirements, including HIPAA as already stated above. Compliance with these regulations is non-negotiable and requires that both EHR systems and Salesforce adhere to these standards.

Best Practices for Ensuring Data Security and Compliance in Salesforce EHR Integration

Ensuring data security and compliance in the integration of Electronic Health Records (EHR) with Salesforce is critical, given the sensitive nature of health information and the stringent regulations governing it. Here are some best practices to ensure that EHR data remains secure and compliant when integrated with Salesforce:

1. Use Secure Integration Methods:

Employ secure and reliable methods for integrating EHR systems with Salesforce. Consider using Salesforce-approved and native tools and connectors that maintain high-security standards and are compatible with healthcare compliance requirements like 200 OK.

2. Data Encryption:

Encrypt data both in transit and at rest. Salesforce provides robust encryption options that can be utilized to secure patient data as it moves between systems and while it is stored within Salesforce databases.

3. Audit Trails:

With secure tools like 200 OK, maintain comprehensive audit trails that log all access and actions taken with patient data. Salesforce offers audit trail functionality that can help monitor data access and modifications, providing an essential tool for compliance and security monitoring.

4. Secure APIs:

When using APIs for integration, ensure that they are secure and that all API connections are authenticated and encrypted. Salesforce provides several API options that support secure integration practices.
By following these best practices, organizations can secure their EHR and Salesforce integration, protect patient data, and ensure compliance with applicable health data protection regulations.


The integration of EHR systems with Salesforce offers significant benefits for healthcare providers, but it must be approached with a keen focus on security and compliance. By adhering to best practices for data security and regulatory compliance, healthcare organizations can leverage the strengths of both electronic health record systems and Salesforce, thereby enhancing their service delivery without compromising patient privacy or data protection.

By utilizing a platform like 200 OK, a native, no-code Salesforce integration platform, healthcare providers can streamline their EHR integration processes, ensuring that they are both effective and compliant with the necessary health data standards. This integration empowers healthcare professionals to focus more on patient care and less on administrative burdens, paving the way for a more efficient and secure healthcare system.

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An Electronic Health Record (EHR) is a digital version of a patient’s paper chart. It’s a real-time, patient-centered record that makes health information available instantly and securely to authorized users. EHR systems integrate data from multiple healthcare providers to offer a comprehensive patient history, enhancing the continuity and quality of care.
Integrating EHRs with Salesforce can significantly improve healthcare services by enhancing patient engagement, increasing data accessibility, and streamlining operations. This integration allows healthcare providers to have a holistic view of the patient journey, support personalized patient care, and optimize health outcomes.
The integration of EHRs with Salesforce offers several benefits including improved patient engagement through better communication, enhanced data accessibility that allows healthcare providers to access up-to-date patient information, streamlined operations via automated tasks, personalized patient care through advanced analytics, and increased compliance and security in handling patient data.
Key challenges include ensuring the security of sensitive patient data during transfer, storage and maintaining compliance with stringent regulatory requirements such as HIPAA. Addressing these challenges requires robust encryption, secure integration methods, and comprehensive audit trails.
To secure EHR and Salesforce integration, healthcare organizations should use secure integration methods like Salesforce-approved tools and connectors, encrypt data both in transit and at rest, maintain audit trails to monitor data access and modifications, and ensure that all API connections are secure and authenticated.

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200 OK is an advanced integration connector specifically designed for developers, admins, and smart business people to connect Salesforce with external cloud-based solutions and APIs without coding.

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