Health Cloud Integration

• Dynamic Clinical Summaries: Instantly merge patient data and clinical notes using powerful SOQL queries and smart placeholders like {pv0} to capture the exact record context.

• Professional Activity Breakdowns: Use the Table Config & Style Builder to present complex goal assignments in a clean, branded format without manual HTML coding.

• Identity-Verified E-Signatures: Secure the process for patients like Charles with mandatory PIN authentication, ensuring only the intended recipient can view and sign the plan.

• Seamless Mobile Experience: Patients can review their care plans and sign via a mobile-responsive signature pad directly from their smartphone, including a GMT timestamp for every action.

• Ultimate Compliance: Every signed document is automatically bundled with a Certificate of Completion (CoC), providing a legally-compliant Audit Log that captures IP addresses and timestamps.

Whether you are managing a single patient or utilizing the Mass Merge feature to generate documents for hundreds of records from a Salesforce List View, DRTE ensures efficiency without your data ever leaving the Salesforce trust boundary.

Watch the brief demo to see how DRTE can be a differentiator for your health organization!