Managing the Full CHC Journey in One Place On Salesforce
Salesforce enables ICBs to manage CHC from initial referral through to eligibility decision and ongoing case management.

We understand you want a better way to manage your workload in your CHC and this means and could include:
- Digital referrals with NHS number validation
- Structured assessment workflows aligned to national standards
- Secure document upload and evidence management
- Clear tracking of milestones and timelines
- A single, auditable case record
This removes reliance on spreadsheets, email chains, and disconnected systems.
Supporting Clinical Judgement, Not Replacing It

CHC decisions must always sit with qualified clinicians and multidisciplinary teams. Technology should support that judgement, not override it.
Used responsibly, AI within Salesforce can:
- Prompt for missing or incomplete evidence
- Surface relevant information across the case
- Highlight inconsistencies or gaps
- Support prioritisation of urgent or complex cases
Final decisions always remain with the nurse assessor and MDT. AI acts as a digital assistant, helping teams work with greater confidence and consistency.
One Trusted View Across Services- Reducing Delays and Administrative Burden
Across England, CHC teams face persistent backlogs and pressure against the 28-day assessment target.
Digitising CHC workflows helps to:
- Reduce time spent on manual form filling
- Speed up evidence gathering and review
- Improve visibility of cases approaching breach
- Reduce avoidable delays in discharge
In pilots, teams have seen significant reductions in assessment processing times, with faster turnaround once AI-assisted workflows are enabled.
A Better Experience for Patients and Families
For patients and carers, the CHC process can feel opaque and slow.
A joined-up digital approach enables:
- Clearer communication throughout the assessment journey
- Fewer requests for repeated information
- Faster clarity on eligibility outcomes
- Reduced delays in arranging funded care
This improves trust and reduces stress at an already difficult time.
Supporting Nurse Assessors and MDTs Under Pressure

Administrative workload is a major contributor to burnout in CHC teams.
By reducing manual tasks, Salesforce supports:
- More time for meaningful clinical assessment
- Less duplication across documentation
- Clear task management and scheduling
- Better preparation for MDT meetings
This helps teams work more sustainably while maintaining quality and rigour.
Visibility, Governance, and Compliance Built In
CHC operates within strict legal and governance frameworks.
Salesforce provides:
- Full audit trails of actions and decisions
- Role-based access and data protection
- Real-time dashboards for caseload and performance
- Evidence to support internal review and external scrutiny
This gives ICB leaders confidence in both compliance and operational oversight.
Start Small and Scale with Confidence
Digitising CHC does not require a full system overhaul.
Many ICBs begin by focusing on:
- A defined cohort or pathway
- A pilot set of anonymised cases
- One stage of the assessment process
From there, the platform can be expanded safely, informed by real usage and outcomes.
A Platform Designed to Grow with Services
Built on Salesforce, the CHC solution is flexible and scalable.
Over time, ICBs can:
- Extend into finance and personal health budgets
- Improve MDT coordination and scheduling
- Introduce patient and carer portals
- Apply AI more broadly as data quality matures
This creates a sustainable foundation for CHC delivery.
Advantages of using Salesforce for the Public Sector - A Platform That Supports Long-Term Resilience
Beyond individual incidents, Salesforce provides a foundation for long-term resilience.
Councils can:
- Strengthen relationships between services
- Improve visibility of community needs
- Support wider resilience and safeguarding strategies
- Adapt quickly as risks and responsibilities change
This makes emergency response part of everyday operational readiness, not a standalone system.
Ready to Strengthen Emergency Response?
If you are looking to improve how your council identifies and supports vulnerable residents during emergencies, we can help you define a focused, practical starting point.
We will work with you to build a solution that improves response times, supports staff, and protects residents when it matters most.
Book a conversation with Skyflo to explore emergency and crisis response on Salesforce.