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.
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.
From the team that has implemented Salesforce for:
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
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.
No marketing renders. The dashboards below are the ones we ship.
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."
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.
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.
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.
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.
Non-medical & skilled home health. Visit verification, caregiver matching, payor authorizations.
See the workflow →Applied behavior analysis providers. Auth tracking, session notes, BCBA-to-RBT routing at scale.
See the workflow →SNF & long-term care operators. Census management, referral conversion, multi-facility reporting.
See the workflow →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.
Inbound referrals get read, payor-checked, geography-checked, and scored for authorization probability before they hit a coordinator's queue. The ones that look clean route straight through. The ambiguous ones land in front of a human with the relevant context already attached.
Outreach reps stop guessing which hospital to visit next. Daily routes are built from actual referral-source ROI and proximity, not gut feel. The rep gets a list. The COO gets attribution.
Stalled authorizations, missed visits, and at-risk authorized hours are surfaced before they show up as revenue misses. The agent watches the seams between systems so your director does not have to.
Credentialed caregivers matched to authorized hours across locations, with state-specific coverage and supervision rules modeled in. Coverage gaps surface as something the scheduler can act on, not as an exception report on Friday.
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.