Built on Salesforce by the team that has been implementing Health Cloud for years.

The healthcare operating system for agencies that have outgrown their software.

Pulse runs intake, authorizations, scheduling, and case management on one Salesforce-based platform. Configured for the way home care, ABA, and SNF operators actually work.

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Customer story · Anchor Health

How Anchor Health doubled intake throughput without adding headcount.

Anchor Health is a home health provider operating across New York, Pennsylvania, and Michigan. They cover nursing, personal care, therapy, and pediatric services. By 2025, their growth had outpaced the SmartSheets, Excel files, and legacy point tools that had carried them through their first scale. The same back-office mix that worked at one location was the constraint at three. A looming regulatory change made the timing non-negotiable.

David Greenstein, Anchor's CTO, had used Pulse at a previous home health company and knew what it did. He spearheaded the move to Salesforce with Pulse layered on top, replacing the patchwork that was slowing onboarding, fragmenting authorizations, and putting their care delivery at risk.

The Madison Ave team rolled Pulse out across intake, recruiting, onboarding, and case management in six months, spanning all three states. The work included data migrations from the legacy systems they were retiring, which is the part most implementations underestimate. AI was wired into the workflows that benefit from it — referral qualification, intake triage, caregiver matching — not bolted on as a separate product.

2x
Caseload processed per intake rep
$50K+
Annual savings from retired legacy tools
6 mo
From kickoff to production across 3 states
360°
Patient and caregiver view across the org

From the team that has implemented Salesforce for:

The operational ceiling

Every agency we work with hits the same ceiling.

It usually starts with a SmartSheet or a Monday board, then an EMR bolted to a billing tool, then a spreadsheet a director maintains by hand. Each piece works on its own. The seam between them is where the operation actually breaks. A referral comes in, the authorization is loaded into the wrong system, the EVV check-in misses the auth window, and a clean visit becomes an unbilled one. Multiply that by acquired clinics and a payor mix that includes Medicaid, MLTC, and managed care, and the back office becomes the bottleneck on growth. That is the ceiling. You stop being constrained by demand and start being constrained by the software you used to scale past your last ceiling.

What usually breaks first

  • Authorizations live in a spreadsheet that nobody trusts by the time renewals hit.
  • Two acquisitions in and your "system of record" is actually four systems.
  • The COO cannot answer payor mix by region without a three-day analyst project.
  • A custom Salesforce build was quoted at $500K and 12 months, which is why you have not started one.

Pulse is the operating system underneath all of that. Built on Health Cloud, configured for the way home care, ABA, and SNF operators actually run. Not a project. Not a custom build. A platform you turn on.

Inside the product

The actual screens your team will live in.

No marketing renders. The dashboards below are the ones we ship.

Source intelligence

Know which referral sources actually pay you back.

Every hospital, physician, clinic, and senior center you market to is scored on the actual outcomes that came out of them. Admit rate, lifetime value, regional concentration, the whole picture. Field marketers see it on mobile. Operators see the rollup. The COO finally has an answer to "where do I put the next sales rep."

Pulse Source Performance dashboard showing performance by referral type, regional breakdown, and 6-month activity trend.
Intake queue

Every referral, every owner, every overdue follow-up on one screen.

The intake list is the inbox of a healthcare agency. Pulse exposes it as a queue you can actually work: filter by overdue, due today, this week, next 30 days, or no follow-up scheduled. Stage, source, next best action, and the person responsible are all there. No more chasing the team for a status.

My Intake Referrals queue in Pulse, showing 49 of 128 records with stage, follow-up SLA, source, and next best action columns.
Authorizations

Stage-by-stage visibility on every record in flight.

Authorization received, open, awaiting auth, patient prospect, bolt without authorization — the stages in your real workflow, the people who own them, the volume in each bucket today. When something stalls, you can see it. When a renewal window is closing, the rep sees it before the patient does.

Two donut charts showing referrals in Auth Received stage and Open stage, broken down by owner.
Manager dashboard

Pipeline, regional performance, and rep accountability on one page.

The view a VP of operations opens on Monday morning. Pipeline by stage. Volume trend over six months. Regional rollups. A rep leaderboard with calls, emails, visits, conversion, and overdue counts. This is the picture you used to assemble from three exports. It refreshes on its own.

Pulse Manager Dashboard showing pipeline funnel, 6-month volume bar chart, regional performance cards, and a rep leaderboard.
Vertical workflows

Configured by vertical, not by you.

Home care, ABA, and skilled nursing each have their own authorization rules, staffing constraints, and billing edges. Pulse ships with that work already done. Pick the vertical that matches your operation to see what is in the box.

Home Care

Non-medical & skilled home health. Visit verification, caregiver matching, payor authorizations.

See the workflow →

Behavioral Health & ABA

Applied behavior analysis providers. Auth tracking, session notes, BCBA-to-RBT routing at scale.

See the workflow →

Skilled Nursing

SNF & long-term care operators. Census management, referral conversion, multi-facility reporting.

See the workflow →
Powered by Agentforce

Agentforce, configured for the people who actually run an agency.

We did not bolt on a chatbot. Agentforce is wired into the workflows where conversational AI is genuinely faster than a screen: triage on inbound referrals, route planning for field marketers, risk monitoring across in-flight authorizations, and credential-aware staffing.

Want to see it in your workflow?

A 30-minute call with someone on the Pulse team. Bring the question you cannot get a clean answer to today. We will walk you through how the platform handles it.