With Agentforce, Data Cloud, and Health Cloud, Precina predicts it will save an estimated $80,000 per year for every 5,000 patients in reduced administrative overhead 

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Healthcare provider Precina is leveraging Salesforce’s Agentforce to rapidly expand its personalized care model for patients with type 2 diabetes, delivering comprehensive 24/7 support.

The opportunity: Currently serving patients in three states, Precina plans to expand its lifestyle-focused support — including virtual coaching on diet, exercise, and habit modification — ‌nationwide to improve diabetes outcomes and extend essential care to underserved rural communities. While its existing platform and processes are effective on a regional scale, Precina recognized the potential of a deeply unified platform to help grow its model fast — without significant increases in headcount or operational complexity. 

The Salesforce solutions: Precina is using Salesforce to automate outreach and scale patient check-ins, enabling continuous dialogue about critical lifestyle changes and freeing clinicians to focus on direct patient care. Agentforce, with Data Cloud and Health Cloud, automates routine tasks and provides round-the-clock support, empowering Precina to prioritize high-impact interventions and achieve scalable growth.

• AI agents will improve the patient experience by providing personalized, 24/7 answers to routine questions and facilitating appointment scheduling without needing to engage a human, fostering continuous conversation and faster care that supports consistent A1C levels management — ‌a key marker of blood sugar control‌.
• Agentforce will also streamline payer expansion and contracting. By proactively contacting eligible patients within the network and informing them of Precina’s services, Agentforce will accelerate qualification and enable Precina’s team to simultaneously engage with a large number of providers.
• Precina will use Agentforce to efficiently onboard, train, and provide ongoing coaching for practitioners and paraprofessionals. This includes therapeutic support, call training, and clinical visit guidance. Agents will also mirror sales coaching techniques, teaching practitioners rapport building, expectation setting, concise introductions, and rapid trust development.
• Agentforce ensures secure and HIPAA-compliant unification of patient data from Health Cloud, Data Cloud, Electronic Medical Records (EMRs), lab reports, and imaging center data. This 360-degree view enables paraprofessionals to be more productive in patient interactions by cutting down on the time needed to manually retrieve data and mine actionable insights for personalized care delivery.

Fast fact: Precina estimates that Agentforce will save an estimated $80,000 per year for every 5,000 patients in reduced administrative overhead and reduce training costs by $13,000 to $25,000 per clinical provider per year.

Customer perspective: “With diabetes cases continuing to rise, it is crucial that we quickly expand our services to reach rural communities that may not have access to essential life-changing care,” said Dr. John Oberg, Chief Executive Officer, Precina. “Agentforce is scaling our operations, ensuring that patients receive data-informed attention and actionable insights that improve their health through Salesforce’s deeply unified platform.”

Agentforce is scaling our operations, ensuring that patients receive data-informed attention and actionable insights that improve their health through Salesforce’s deeply unified platform.

Dr. John Oberg, Chief Executive Officer, Precina

More Information:

• Go deeper on Precina’s Salesforce story
• Read more about Agentforce, Health Cloud, and Data Cloud
• Check out more healthcare news and insights from Salesforce, including Agentforce for Health, new research, and a deep-dive into customer use cases

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