Your Team Knows. Your Systems Don't.

Medication call. Five tabs. Eight minutes. The answer's in there somewhere. Your systems don't agree on where.

70%of hospitals report their clinical systems don't coordinate, forcing care teams to manually assemble patient context (KLAS Research, 2024)

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Five systems. No unified view. Every patient encounter starts from scratch.

EMR holds the medications. CRM holds the case. Email holds the physician's last message. Portal holds the patient's questions. Phone logs hold what they actually said. Your care team stitches this together manually before every encounter and the AI chatbot only sees whichever screen it's connected to.

30–40%

Of clinical staff time consumed by data retrieval across disconnected systems

A care coordinator gets a call from a patient asking why their medication changed. To answer: open the EMR for medication history, open Salesforce for visit notes, check email for the physician's message, search the patient portal for prior messages, cross-reference phone log notes. Five tabs. Eight minutes. The patient is still on hold. This is not an edge case; it is every patient, every day.

“Finally an easy to use AI solution which would not only help you manage daily tasks efficiently but also give you the power to interpret large datasets to make business decisions effectively.”

- Ashwin Kotian, AVP, ICICI Lombard

Solve this with See care plan assembly

2 Hours

Of documentation for every 1 hour of patient care. AMA, 2024

Clinicians finish seeing a patient and then spend twice as long writing it up. Not because they lack electronic forms; because no system assembles the full picture. Care plan summaries, discharge notes, follow-up emails: all written from scratch, repeating information that already exists in Health Cloud, scattered across five different objects. 35.7% of physician workflow is copy-paste between systems.

“Found the deployment to be easy. Just took me 10 minutes. Pre-configured prompts and the complimentary Open AI connection helped me test this App quick.”

- Salman Khan, Release Manager, IBM

Build prompts with See Prompt Builder

Zero Audit Trail

For the AI tools staff already use to bridge the gap

Staff already use ChatGPT, Gemini, or Claude to compensate for fragmented systems; pasting patient details into external tools to get quick answers. No record of what PHI left the org or what came back. When HIPAA auditors ask how AI is being used with patient data, compliance teams have nothing to show. Meanwhile, 60% of hospital admissions have at least one medication reconciliation error; a direct consequence of the same fragmentation driving staff to shadow AI.

“GPTfy accurately understands user input and generates high-quality content in the right format.”

- Ankita Dhamgaya, Director and Founder, AlgoCirrus

Secure this with See PHI masking

Patient Intelligence

Assemble the Full Patient Context in Seconds

GPTfy assembles care plans, observations, clinical records, and medications from Health Cloud into one AI-generated brief. Your care team arrives at every encounter with full context. See the care plan management demo.

Generate Documentation From Data Already in the System

With full context already assembled, documentation writes itself. GPTfy generates discharge notes, follow-up emails, and care summaries from Health Cloud records. See patient assessment summaries generated in seconds.

Support Agent Efficiency

Monitor Sentiment By Analyzing Case Activity

Track how patient experience changes across touchpoints. Sentiment shifts surface early, before escalation.

Draft Emails Through Prompt Catalog Templates

Generate personalized emails for patients and care coordinators. GPTfy detects care timeline gaps and drafts proactive outreach automatically.

Payor Operations

Automate Case Summaries From Your Salesforce Data

Automated case summaries from assessment and authorization data. See patient assessment summaries generated in seconds.

Highlight Concerns With PHI Masking

Summarize patient assessments and highlight concerns with PHI masked automatically. Combined with your BAA, GPTfy supports HIPAA compliance.

Health Data Compliance

Log Every AI Interaction With Audit Trails

Every interaction logged with full prompt chain and safety scores. Complete audit trails of what data left and what came back.

Control Retention Using Salesforce Shield Integration

Set retention from 30 days to indefinite with auto-purge. Raw data stays in Salesforce. See our health document navigation demo.

Why Leading Healthcare Companies Choose GPTfy

5,000+ Minutes Saved Per Day

Real results from GPTfy customers. Clinical staff stop rebuilding patient context from five separate systems before every encounter.

16 of 18 HIPAA PHI Identifiers Masked

Four-layer masking covers names, dates, phone numbers, emails, SSNs, medical record numbers, health plan IDs, and 9 other identifiers. Cannot mask biometric identifiers or full-face photographs.

Deploy in Days, Not Months

20+ pre-built prompts activate in less than a day. Full deployment - healthcare prompts, PHI masking rules, AI model tuning - takes up to three weeks.

Key Features For Healthcare

Care Plan Summarization

Summarize individual care plans and health goals in seconds, not hours of chart review. Documentation drafts for clinician review based on patient history.

Patient 360 Overview

Integrate and centralize all health records, treatments, and medications in one AI-generated briefing. See every patient fully in one unified view.

Patient Sentiment Tracking

Track patient sentiment progression across the full case lifecycle and identify key touchpoints. Sentiment shifts surface early.

Four-Layer PHI Masking

Four-layer masking covers 16 of 18 HIPAA PHI identifiers. Full audit log for every AI interaction. Configurable retention with auto-purge.

BYOM - Bring Your Own Model

OpenAI, Azure OpenAI, Google Gemini, Claude, and 15+ models. Use your existing cloud contracts and BAAs. Switch models without rebuilding.

Key Takeaways

Data Context Mapping assembles EMR, CRM, email, portal, and case data into one AI-generated patient briefing, ending the swivel-chair scramble before every patient encounter
Four-layer PHI masking covers 16 of 18 HIPAA identifiers including medical record numbers and health plan IDs before any data reaches an AI model
Security Audit Record logs every AI interaction with full prompt chain and safety scores, giving compliance teams the trail regulators ask for
BYOM supports 15+ models via Named Credentials so you can use your existing BAAs and cloud contracts without renegotiating
Prompt Builder generates care plan summaries, discharge notes, and follow-up emails from Health Cloud data already in the system
Configurable data retention with auto-purge integrates with Salesforce Shield for enterprise governance and data residency requirements

Frequently Asked Questions

GPTfy ships with 20+ pre-built prompts that activate in less than a day. Full deployment including healthcare-specific prompts, PHI masking rules, and AI model tuning takes up to three weeks.

GPTfy runs inside your Salesforce org. Four-layer masking covers 16 of 18 HIPAA PHI identifiers before data reaches your AI provider. GPTfy cannot mask biometric identifiers or full-face photographs. Configure data retention policies directly with your AI provider. Combined with Salesforce Shield and your BAA, GPTfy supports your HIPAA compliance posture.

Four-layer masking covers 16 of 18 HIPAA PHI identifiers including names, dates, phone numbers, emails, SSNs, medical record numbers, health plan IDs, account numbers, certificate numbers, device IDs, URLs, IP addresses, vehicle IDs, and geographic data. GPTfy cannot mask biometric identifiers or full-face photographs.

Yes. OpenAI, Azure OpenAI, Google Gemini, Claude, and 15+ models. Use your existing cloud contracts and BAAs. Switch models without rebuilding.

GPTfy works with data already in your Salesforce Health Cloud. If your EHR data flows into Salesforce via existing integrations (Health Cloud connectors, MuleSoft, or custom APIs), GPTfy can summarize, analyze, and act on that data. GPTfy does not connect directly to EHR systems.

Raw data stays in Salesforce, only masked data is transiently sent to your AI provider through secure connections. GPTfy runs inside your org. Zero GPTfy servers. Zero caching. Configure data retention policies directly with your AI provider.

Deploy Patient Intelligence in Your Org

Our forward-deployed engineers work alongside your Salesforce admin and clinical operations team, in your org, with your data, on your real healthcare use cases. No presentations. No guesswork. A working AI solution your team actually uses.

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100% Salesforce Native, AppExchange Security Approved

Unlike other AI solutions that send your healthcare data to external systems, GPTfy runs in your Salesforce Org, maintaining the highest levels of security and compliance for sensitive information.