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Samir Das

Samir Das is a seasoned revenue operations and digital transformation leader with deep expertise in Salesforce, data analytics, and go-to-market strategy. He has held senior leadership roles across healthcare, energy, and technology, helping organizations drive measurable growth through modern CRM platforms and AI-enabled automation. An MBA graduate from UC Berkeley, Samir brings a strategic, results-driven approach to aligning sales, marketing, and operations to accelerate business performance.

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Blog, AI, AI Agents, Salesforce Health Cloud

Beyond the Chatbot: How AI Agents Are Closing the Execution Gap in Healthcare Operations

February 7, 2026 Samir Das

Healthcare has never been short on data.It has been short on time, capacity, and operational follow-through. Across providers, payers, home health agencies, and MedTech service organizations, the bottleneck isn’t insight: it’s the execution gap. This gap is created by too many handoffs, disconnected legacy systems, and workflows that depend entirely on human memory to navigate the “next step.” The most significant shift in healthcare technology today isn’t another analytics dashboard. It’s the rise of AI agents in healthcare operations, workflow-native systems designed to close the execution gap by adding digital labor directly into healthcare workflows. At N28 Technologies, we don’t view AI agents as a replacement for clinicians. We view them as the first meaningful opportunity in decades to solve the coordination work that currently overwhelms clinical and operational teams. What Are AI Agents in Healthcare? To lead in this space, we need to clear up the most common misconception: AI agents are not chatbots and they are not basic RPA (Robotic Process Automation). Chatbots answer questions. RPA moves data. AI agents execute work. A well-designed healthcare AI agent functions like a digital operations teammate: it interprets context, follows rules and guardrails, takes action inside systems of record, and escalates exceptions when needed, all while maintaining auditability. In practice, this means agents operating inside platforms where healthcare work already happens, in EHRs like Epic, payer portals like Availity, and workflow platforms like Salesforce.  AI Agents vs RPA: Why Healthcare Needs More Than Automation Healthcare workflow automation has existed for years. The problem is that most automation breaks the moment reality changes. Here’s the difference: Feature Legacy Automation (RPA) AI Agents (N28 Approach) Logic Rigid “if-this-then-that” scripts Context-aware decisioning within guardrails Handling errors Breaks when inputs change Evaluates context and escalates exceptions Adaptability Requires manual reprogramming Improves through supervised iteration and governance Outcome Data entry Workflow completion The goal in healthcare isn’t “automation.” → It’s reliable workflow execution. Why Healthcare Operations Is the Best Starting Point for AI Agents Most AI hype in healthcare focuses on diagnostics. But the most immediate ROI is in healthcare operations automation. Healthcare is facing a perfect storm: workforce shortages rising administrative costs increasingly complex payer rules higher expectations for speed and service Most organizations respond by adding more staff or more reporting tools. But when teams are already operating at the edge of capacity, adding more “software to check” often increases burden rather than reducing it. AI agents offer a different path: improving throughput without increasing headcount by embedding digital labor directly into the workflow. 5 High-Impact Use Cases for AI Agents in Healthcare Operations At N28, we focus on workflows that are high-volume, compliance-heavy, and coordination-intensive , where reliability matters as much as speed. Below are five use cases where AI agents are already delivering meaningful operational relief. 1) Intake & Referral Orchestration (Home Health, Post-Acute, Specialty Care) The problem: Referral leakage often happens because of administrative latency and not a lack of clinical need. What the agent does: Validates required fields, detects missing documentation, routes referrals in real time, and escalates exceptions. Operational impact: Reduced backlog, improved speed-to-care, and fewer referrals “sitting” in inboxes. 2) Prior Authorization & Benefits Verification The problem: Denial loops are often driven by preventable administrative errors and missing documentation. What the agent does: Validates eligibility, checks payer-specific requirements, and prepares authorization packets before submission. Operational impact: Faster turnaround, fewer preventable denials, and improved first-pass accuracy. 3) Scheduling & Capacity Optimization The problem: Scheduling isn’t calendar management but a multi-variable optimization problem involving travel time, staff availability, patient acuity, and compliance constraints. What the agent does: Monitors capacity continuously, recommends schedule adjustments, and automates patient communications when changes occur. Operational impact: Higher utilization, fewer missed windows, and more predictable scheduling execution. 4) Field Service & MedTech Asset Management The problem: Equipment downtime is often driven by triage delays, dispatch friction, and parts availability gaps. What the agent does: Classifies incoming service requests, checks parts availability, validates warranty status, and triggers dispatch workflows with the right context. Operational impact: Faster response, reduced downtime, and smoother dispatch operations. 5) Billing Readiness & Revenue Integrity The problem: Revenue cycle management is where compliance meets operations and where most leakage occurs. What the agent does: Flags missing documentation, mismatched codes, and denial-risk signals early, escalating exceptions before claims submission. Operational impact: Reduced rework, fewer preventable denials, and improved cash flow predictability. What Makes AI Agents Safe in Healthcare? (Governance + Compliance) Healthcare leaders are right to be skeptical of black-box AI. In regulated workflows, an agent must be safe by design. Agents should be built on three non-negotiable pillars: Auditability Every action an agent takes is logged. You can always see what it did, when it did it, and why. Role-Based Access Agents operate within the same permission structures as human staff. They only access the data they are authorized to access. Human-in-the-Loop (HITL) We don’t build for 100% autonomy. We build for reliable execution. When an agent reaches a high-risk decision point, it escalates to a human with full context and a recommended next step. How N28 Builds AI Agents for Healthcare Operations At N28 Technologies, we don’t build AI for novelty. We build operational throughput. Our approach is grounded in three principles: Workflow-native design We don’t build another app for your team to check. We build agents that operate inside the tools teams already use. Compliance by default We treat HIPAA and SOC2 as the foundation and not an afterthought. Measurable impact We measure success using operational metrics that matter: cycle time reduction lower denial rates fewer exceptions and rework loops increased team capacity without adding headcount The Future of Healthcare Operations: AI Agents as a Digital Workforce Over the next three years, the winners in healthcare won’t be the organizations that “experimented” with AI. They will be the organizations that operationalized AI safely, building a governed digital workforce that improves reliability across intake, authorization, scheduling, service, and revenue. AI agents aren’t a gimmick. They’re a new operating model for

Blog, Agentforce, AI, Salesforce Health Cloud, Salesforce Life Sciences Cloud

From Paperwork to Patient Care: Solving the Home Health Capacity Crisis with Salesforce

January 29, 2026 Samir Das

In today’s healthcare landscape, the home has become the new frontline. Patients are increasingly choosing to age in place, and post-acute recovery is shifting from hospital wards to living rooms. For home health providers, this transition represents opportunity but it has also exposed a growing capacity crisis. Referral volumes are rising, payer rules are tightening, and staffing shortages persist. Yet many agencies are still operating with legacy systems, spreadsheets, and manual handoffs that were never designed for this level of operational complexity. The result is delayed starts of care, burned-out staff, preventable denials, and limited visibility into where the business is actually constrained. At N28 Technologies, we see these challenges firsthand. As a Salesforce partner specializing in healthcare operations and AI-driven alignment, we believe the solution isn’t simply adding more tools but building a unified operational platform that allows teams to focus on patients, not paperwork. The Invisible Hurdles Holding Home Health Back Before discussing technology, it’s important to be clear about the realities facing home health agencies in 2026. Documentation Fatigue and Revenue Leakage Clinicians often spend nearly a third of their day on administrative tasks. When documentation is manual, duplicated, or disconnected from intake and payer data, it doesn’t just lead to burnout—it creates downstream issues like claim rework, delayed billing, and avoidable denials. Over time, this administrative drag directly limits how many patients an agency can safely serve. Fragile Scheduling at Scale In home health, one caregiver call-out, traffic delay, or rescheduled visit can trigger a domino effect across an entire day’s route. Authorizations, visit frequency compliance, and patient satisfaction all take a hit. Yet many agencies still manage scheduling with static spreadsheets that offer no real-time visibility or ability to dynamically re-optimize. Data Silos That Undermine Value-Based Care Patient vitals, therapy notes, insurance eligibility, authorizations, and family communications often live in separate systems. This fragmentation makes it extremely difficult to manage value-based care contracts, where outcomes, utilization, and documentation quality are tightly linked. Leadership teams are left making decisions without a complete, trusted picture. A Real-World Example: What This Looks Like in Practice To make this concrete, consider a large home health provider we recently worked with serving tens of thousands of patients annually and experiencing rapid referral growth. Despite strong demand, the organization was facing: Intake backlogs driven by manual insurance verification Delays in start of care due to authorization visibility gaps Limited insight into where referrals were stalling High operational strain on intake and field teams The agency implemented Salesforce as an operational layer integrated with their payer systems to modernize intake and field operations. Key outcomes: 30 – 40% reduction in referral-to-start-of-care cycle time Improved authorization visibility across intake, scheduling, and billing Leadership gained dashboards showing referral-to-Start of Care (SOC) timelines and bottlenecks by payer and region Growth came from removing friction and not by adding headcount. The Salesforce “House Call”: A Modern Operating Platform for Home Health Salesforce has evolved far beyond a traditional CRM. For home health agencies, it now serves as an operational layer that connects intake, field operations, payer workflows, analytics, and AI. Salesforce Health Cloud: A True 360-Degree Patient View Health Cloud replaces fragmented records with a unified patient profile. Intake teams can see referral details, insurance information, prior visits, social determinants of health, and authorization status in a single view, without toggling between systems. When integrated with an EHR, Health Cloud becomes the system of orchestration rather than duplication. Recurring visits, electronic visit verification (EVV), and care plans are embedded directly into workflows, making compliance a byproduct of daily operations rather than an after-the-fact exercise. Salesforce Field Service: Intelligent Logistics for Mobile Care Field Service acts as the operational brain for the home health workforce. Intelligent Scheduling: Automatically matches clinicians to patients based on skills, proximity, availability, and visit requirements Faster Start of Care: Shortens referral-to-SOC timelines, one of the most critical drivers of both growth and patient satisfaction Mobile Productivity: Clinicians work from a mobile app that functions offline, captures signatures at the door, and syncs documentation back to the office in real time The result is fewer missed visits, higher clinician utilization, and better patient experiences. Agentforce: AI That Reduces Friction, Not Trust The most significant shift we’re seeing in 2026 is the rise of autonomous AI agents through Salesforce Agentforce. Unlike traditional AI “assistants,” these agents can take action within guardrails: Self-Scheduling Support: When a caregiver calls out, an AI agent can suggest rerouting options, flag authorization impacts, and notify patients of updated arrival windows Clinical & Intake Summarization: AI can synthesize lengthy referral packets into concise pre-visit briefs, allowing clinicians and intake teams to walk in fully informed The goal isn’t to replace staff but to eliminate decision fatigue and administrative drag so teams can focus on judgment-based, patient-centric work. Improving the Patient and Family Experience Operational efficiency is only half the equation. The other half is trust. Using Salesforce Experience Cloud, agencies can offer secure portals where patients and families can: View upcoming visits Message the care team Access educational materials and care updates This transparency reduces inbound “status check” calls and helps families become active partners in care which data shows consistently improves patient satisfaction. Over 50% of patients surveyed indicated a preference for online portals by providers. Final Thought The agencies that succeed in the next decade of home health won’t do so by adding more staff or more spreadsheets. They’ll win by building smarter, more resilient operations. Salesforce provides the foundation. AI (within guardrails) multiplies the impact. If your organization is evaluating Salesforce for patient intake, insurance verification, or AI-enabled operations, we’re happy to share what’s working in the field and what to avoid. Contact us today for a free assessment and discover how we can help you transform operations for the modern era.

AI, Blog, Salesforce Data Cloud, Salesforce Health Cloud, Salesforce Life Sciences Cloud

Salesforce’s Latest Acquisitions – What They Mean for Data, Compliance and AI in MedTech & Health and Life Sciences

January 21, 2026 Samir Das

In the MedTech and Health & Life Sciences (HLS) sectors, digital transformation is accelerating but data silos, compliance burdens, and legacy systems still limit innovation. Salesforce’s recent acquisitions: Informatica and SpindleAI mark a pivotal turning point. Together, they enable MedTech and HLS organizations to unify patient, clinical, commercial, and quality data into a trusted foundation for safe, compliant AI at scale. This is not CRM-as-usual. This is Salesforce evolving into the central intelligence layer for the entire healthcare and life sciences data ecosystem. Why These Acquisitions Matter for MedTech & HLS MedTech and HLS companies must manage some of the most complex data landscapes of any industry. EHR data, lab results, IoT device telemetry, clinical data, quality logs, regulatory documents, payer information, and sales/field data all live in disconnected systems. Salesforce’s new capabilities directly address these challenges: 1. A Unified Source of Truth for Clinical, Patient & Quality Data Informatica’s data integration, MDM, data lineage, privacy controls, and data quality functions allow organizations to consolidate: EHR and EMR data LIMS/LIS laboratory systems Clinical datasets Medical device telemetry R&D and trial data Quality, CAPA, NC records Commercial CRM and field service Previously, this required complex, expensive custom ETL and middleware. Now it can be done natively within the Salesforce ecosystem. 2. Compliance & Regulatory Readiness Built Into the Data Layer For MedTech and HLS companies dealing with: HIPAA FDA 21 CFR Part 11 GxP GDPR/CCPA ISO 13485 CAPA, NC, QMS audits …data traceability, auditability, lineage, metadata, and access controls are non-negotiable. With Informatica inside Salesforce: Every data element gains lineage Audit logs are more robust Governance is centralized Role-based access is cleaner PHI/PII controls are standardized This significantly reduces compliance risk and manual overhead. 3. AI Agents That Operate Safely in Regulated Workflows Spindle AI enhances Salesforce Agentforce by adding modeling, prediction, and decision-support capabilities that respect governed data rules. For MedTech/HLS companies, this enables: AI-driven patient outreach Clinical trial eligibility modeling Demand forecasting for device inventory Predictive risk scoring (e.g., adverse events) Provider engagement optimization Automated quality insights AI-supported regulatory planning These are autonomous but compliant agents — a major breakthrough for regulated industries. How This Changes the MedTech/HLS Digital Roadmap Salesforce’s acquisitions enable health and life sciences companies to transform key areas: 1. Clinical & Patient Data Integration EHR → Salesforce Labs → Salesforce IoT devices → Salesforce Trial data → Salesforce A governed data model eliminates fragmentation and unlocks 360° patient/clinical visibility. 2. AI-Powered Patient & Provider Journeys AI agents can now: Predict patient outreach timing Identify trial candidates Recommend next best action for HCPs Personalize care coordination Improve referral pipelines …and all with compliant data. 3. Quality, Safety, and Post-Market Surveillance Unified QMS + CRM + device data is a game-changer: Predictive quality signals Automated CSRs and regulatory reports Real-time device monitoring Early detection of adverse events Closed-loop feedback to R&D 4. Commercial Optimization for Pharma & MedTech With unified data, AI can drive: Precise KOL targeting HCP segmentation Predictive territory planning Call planning & rep enablement Payer/market access intelligence What N28 Technologies Recommends Next To capitalize on Salesforce’s evolving ecosystem, MedTech and HLS organizations should: 1. Conduct a Data Quality + Governance Assessment Understand your readiness across: EHR/EMR integration Lab data alignment QMS/quality integration Commercial/CRM data hygiene 2. Build a Unified Data Layer (Salesforce + Informatica + Data Cloud) This becomes your single enterprise data foundation. 3. Identify High-Impact Clinical, Quality, or Commercial Workflows Start with: Clinical recruitment Diagnostics/lab workflows Device performance analytics Complaint handling HCP engagement 4. Deploy Compliant AI Agents with Guardrails AI should support — not replace — regulated workflows. 5. Align Compliance, IT, Clinical Ops & Commercial Teams Data and AI transformation only works when all functional stakeholders share ownership. Conclusion Salesforce’s acquisitions redefine what’s possible for MedTech and Health/Life Sciences enterprises. With governed data, an AI-ready platform, and unified knowledge access, MedTech and HLS organizations now have the infrastructure to: Simplify compliance Accelerate clinical and development pipelines Strengthen quality and safety Transform engagement with patients, providers, and partners Unlock predictive intelligence across the lifecycle N28 Technologies is uniquely positioned to help MedTech and HLS companies modernize their data architecture, activate compliant AI, and redesign clinical, quality, and commercial processes for the next decade. Ready to explore how your company might be able to rethink their health data? Our certified experts have helped dozens of companies successfully navigate their migrations from Sales/Services for everything to Health Cloud or Life Sciences Cloud. Get in touch for a comprehensive assessment of your current setup and a strategic roadmap for your Health/Life Sciences Cloud journey.

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Recent posts

  • Beyond the Chatbot: How AI Agents Are Closing the Execution Gap in Healthcare Operations
  • From Paperwork to Patient Care: Solving the Home Health Capacity Crisis with Salesforce
  • Salesforce’s Latest Acquisitions – What They Mean for Data, Compliance and AI in MedTech & Health and Life Sciences
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