Salesforce for clinical research and care providers.
Ignyto implements Salesforce Sales Cloud, Service Cloud, Experience Cloud and integration for clinical research organisations, research institutes and private healthcare providers across the UK and Ireland — where consent, access control and the accuracy of the patient or participant record are the whole job. Picture a participant or patient record that is accurate everywhere it appears, with access provable rather than assumed.
Consent and access are not features. They are the design.
Research and care organisations handle the most sensitive category of data there is, under consent that can be withdrawn, with access that must be restricted by role and evidenced on demand. A CRM that treats access as an afterthought is unusable here regardless of how good the pipeline reporting is.
At the same time the operational problem is ordinary: referrals arriving by email, participants tracked in spreadsheets, clinical systems that do not talk to the CRM, and staff rekeying the same details into both.
Ignyto has delivered for Scottish Brain Sciences, a research institute onboarded onto the platform; Vital Flow Health, where the patient management system was integrated with Salesforce; and Statsols, a clinical trial software business using Experience Cloud.
Built around consent, access and accurate records.
Participant and referral tracking
Referrals and participants tracked with stage, eligibility and outcome, replacing spreadsheets and shared inboxes with a record that can be reported on.
Consent and access control
Consent captured against the record, with sharing rules and field-level security restricting access by role, and field audit trail evidencing who saw what and when.
Clinical system integration
Integration with patient management and clinical systems so details are entered once. Ignyto delivered the patient management system integration for Vital Flow Health.
Secure portals
Experience Cloud portals for participants, referrers or partner sites, giving controlled access without full Salesforce licences. Statsols use Experience Cloud in their clinical trial software business.
Shield where the data demands it
Platform encryption, event monitoring and field audit trail through Salesforce Shield, configured to policy and evidenced for review.
Reporting for funders and boards
Recruitment, throughput and outcome reporting in the form funders, sponsors and boards actually ask for, rather than exports assembled by hand.
Research and care clients.
“Ignyto have been a joy to work with. We have weekly meetings and they have been incredibly helpful, diligent, efficient, and productive, whilst also being really positive throughout our onboarding on the Salesforce platform.”
“Ignyto oversaw the integration of our patient management system with Salesforce, and their support throughout the process was invaluable. They took the time to understand our specific needs, communicated clearly throughout, and delivered exactly what we needed with no fuss.”
Clinical trial design software, delivered on Salesforce Experience Cloud so customers access the platform through a governed portal rather than direct Salesforce licences.
Asked in every clinical conversation.
Is Salesforce appropriate for patient or participant data?
Where it is configured for it, yes. The platform provides role-based sharing, field-level security, field audit trail, event monitoring and platform encryption through Shield. Ignyto configures those to your policy and produces the evidence an information governance review requires.
Do you use Health Cloud?
Where the organisation needs the patient, care team and care plan data model, Health Cloud is the right product. Where the requirement is referral tracking, participant management and reporting, Sales Cloud and Service Cloud configured properly are often cheaper and simpler. Ignyto will tell you which.
Can you integrate with our patient management system?
Yes. Ignyto integrated the patient management system with Salesforce for Vital Flow Health, and builds integration in-house, MuleSoft certified.
How is consent handled?
Consent is captured against the record with the basis and date, and enforced through access controls and automation rather than through instructions in a document. Withdrawal is a process in the platform, not an email to an administrator.
Can participants or referrers have their own access?
Yes, through Experience Cloud portals with access governed by the platform’s sharing model, so people see only their own records.
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.