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Request and manage data access from external parties
Contact Information Access completed Requested by you
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Enables viewing and accessing contact information including names, email addresses, phone numbers, and other contact details from the contacts database.
jandoe@gmail.com  ·  Created Dec 30, 2025
Contact Information Access completed Requested by you
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Access and retrieve comprehensive contact information including names, email addresses, phone numbers, and additional contact details from the system.
jandoe@gmail.com  ·  Created Dec 24, 2025
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Get contacts from salesforce
I've set up your request to access contacts from Salesforce. This includes:

• Capability: Read access to contacts (names, emails, phone numbers, and other contact details)
• Integration name: Salesforce CRM

The provider will receive an invite to connect their Salesforce account securely.
1. Define capabilities 2. Review and send
Salesforce CRM Integration
CRM system containing contacts and customer data
Capabilities 1 +
read Contacts
✎ ✕
View all contact records including names, emails, phone numbers, and other contact details
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Contact Records Access
Enables viewing and retrieval of all contact records including names, emails, phone numbers, and associated contact details for integration purposes.
Requested by
Jane Doe
Timeline & audit log
Request created
Jan 28, 2026 at 3:25 PM
Created by Jane Doe
Invite accepted
Waiting for provider to accept the invite
Invite your provider
Send an email to jandoe@gmail.com with the invite link.
We have pre-written an email for you — feel free to edit it before sending.
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Integration created
Waiting for provider to create the integration
Salesforce CRM Secure browser session
CRM system containing contacts and customer data. We use a one-time secure browser session to sign in and attach only this integration to your account.

Secure access layer to retrieve and move the data across any system.

Without APIs, full migrations, or vendor dependency.

Key Benefits:
The "Why"

Faster physician onboarding and a secure bridge to thousands of legacy deployments to empower independent practitioners and improve patient experience.

36+
Hours/month saved
Automating data retrieval during onboarding frees much of this time
10×
Faster integration
Even a conservative comparison (7 days vs. <1 hour) yields a 10× reduction in onboarding time
1.6K
Legacy EHR hospitals
Roughly 1,580 facilities where Overlay can provide secure data access and eliminate manual exports
Overlay
Scalable growth
Lower technology and operational costs for you

Most systems weren't built for access.

OVERLAY is.

One request workflow for legacy and modern EHR environments, with explicit scope, provider-authorized access, and auditable handoff.

secure, scoped access to external EHR data so onboarding can move without manual export bottlenecks.

Ready to
onboard?

Book a demo
Overlay