CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
CloudFiles for healthcare and life sciences
CloudFiles helps providers, insurers, and life sciences companies automate paperwork, accelerate claims, and ensure HIPAA compliance—all while keeping patient data secure. From digitizing records to streamlining workflows, we simplify document management so you can focus on better care and innovation.
Trusted by the best in the business
Tailored solutions for every Healthcare & Life Sciences sector
Customized document management for providers, payers, pharma, and MedTech.
Healthcare providers
- Automate patient intake, consent forms, and medical record management
- Securely store and share HIPAA-compliant documents
- Streamline provider credentialing, audit reporting, and compliance workflows
Payers & insurance
- Accelerate claims processing with automated document workflows
- Improve underwriting accuracy using AI-powered data extraction
- Ensure compliance with HIPAA, SOC 2, and other industry standards
Pharmaceutical & biotech
- Manage and track clinical trial documentation securely
- Automate FDA submissions, regulatory filings, and SOP documentation
- Enable seamless collaboration on research, drug approvals, and compliance
MedTech & innovation
- Securely manage device documentation, patents, and compliance reports
- Automate quality control, risk assessments, and regulatory approvals
- Simplify collaboration on medical research, testing, and product development
Why CloudFiles
Why CloudFiles for Healthcare & Life Sciences?
Faster, safer, and more compliant document management, built for the healthcare industry.
Automate patient and provider documentation
Digitize patient records, automate consent forms, and streamline provider credentialing with AI-powered workflows.
Ensure HIPAA and regulatory compliance
Meet stringent healthcare regulations like HIPAA, GDPR, and FDA guidelines with built-in security and audit controls.
AI-powered data extraction and processing
Cut manual data entry by 80% — let AI extract key details from patient forms, lab reports, and compliance documents.
Secure and controlled document sharing
Share medical records, clinical trial data, and compliance reports securely with encryption and access controls.
Faster claims processing and approvals
Cut administrative work by 50% with automated claims submissions, eligibility verification, and policy documentation.
Integrate with external storage
Seamlessly connect with platforms like Google Drive, SharePoint, AWS S3, and more to store, access, and manage healthcare documents securely while maintaining compliance.
Security & compliance
Stay industry compliant
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Document types
Key document types we handle
Securely manage sensitive patient and clinical documents with built-in compliance, AI-powered automation, and seamless record sync.
Patient intake forms
Auto-extract demographics, insurance, consent, and medical history from submitted forms. Attach parsed data to the patient's Health Cloud record and trigger care plan or eligibility workflows.
Medical bills & EOBs
Capture and parse Explanation of Benefits (EOBs) and itemized bills from providers or payers. Extract CPT/HCPCS codes, coverage details, and patient responsibility, and sync to Financial Services Cloud or billing objects.
Coming soon
Insurance claims
Validate claim forms and attachments like medical necessity letters or procedure documents. Use AI to check for completeness and auto-route to internal teams or partner orgs.
Coming soon
Lab & diagnostic reports
Parse HL7-format or scanned lab results (e.g., CBC, MRI, pathology) to extract values, test names, and interpretations. Automatically associate data with patient records and notify care teams for follow-up.
Clinical trial consent forms
Securely manage eConsent or scanned physical consents. Extract metadata like patient ID, trial name, version, and timestamp. Ensure audit readiness by logging all versions and timestamps.
Coming soon
Discharge summaries
Extract medications, care goals, and follow-up instructions from discharge documents. Sync insights to Health Cloud care plans and trigger care coordination workflows or next-best-action tasks.
Purpose-built solutions for healthcare
Smart document workflows for better care and compliance.
Patient onboarding & ID verification
Accelerate patient intake and reduce manual entry by automating identity verification and record creation inside Salesforce Health Cloud.
- Extract demographics and insurance info from U.S. IDs, intake forms, and insurance cards
- Auto-create patient records and link to coverage or provider objects in Health Cloud
- Trigger consent validation, eligibility checks, or care plan flows
Claims intake & document review
Simplify claims processing by extracting data from supporting docs like treatment summaries, invoices, and EOBs, then auto-routing for adjudication.
- Capture billing codes, service dates, and payer details from claims packets
- Validate document completeness and trigger review flows or error flags
- Generate automated status updates or denial notification letters
Lab result processing & alerting
Reduce turnaround time and improve care outcomes by automating lab report intake, parsing, and follow-up action inside Salesforce.
- Extract test values, reference ranges, and flagged results from PDFs or scanned reports
- Auto-log findings under patient records and generate follow-up tasks
- Trigger alerts for critical results to care coordinators or case managers
Clinical trial document management
Streamline document workflows across trial sites by automating intake, validation, and metadata tagging for trial-related documents.
- Ingest consent forms, site checklists, protocol amendments, and monitor reports
- Extract key metadata like trial ID, version, site code, and participant ID
- Sync documents to Salesforce records and trigger milestone workflows
Discharge processing & follow-ups
Improve care continuity by parsing discharge summaries and automatically triggering post-discharge tasks in Salesforce.
- Extract medications, instructions, and diagnosis from discharge documents
- Attach structured data to the care plan object in Health Cloud
- Auto-assign follow-up tasks or notify care managers for next steps
Resources
Guides, case studies & more
From real-world case studies to actionable guides, dive deeper into how healthcare teams streamline document workflows.
Case study: BDA Partners
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency with CloudFiles' tailored solutions.
Case study: Fresh Consulting
Discover how Fresh Consulting improved sales-to-service handover efficiency by 35% using CloudFiles with Salesforce.
Case study: Diversified Fall Protection
Discover how Diversified Fall Protection enhanced document approval efficiency by 50% using CloudFiles with Salesforce.
Loved by teams. Backed by results.
Don’t just take our word for it—take theirs...
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA Partners
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
One click away from smarter docs
Book your personalized demo now. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance.