As a consumer, the EHR space seems ripe for revolution. 5 years from now, they may not be the leader, but I expect they will own a sizable share of the market and introduce a serious competitive threat to existing players.
I would count the following in their favor: 1- Their cloud design makes rollout easy compared to a data-center installed product. 2- Their existing and growing mobile offerings could be a disruptive option for both health care providers and consumers. 3- The AppExchange Marketplace allows a wide spectrum of 3rd parties to easily integrate into the core platform. This has proven to be a very powerful added benefit in other markets (disclosure: I presented on this topic at Dreamforce earlier this month). 4- Low overall cost of adoption. It is very easy to develop custom solutions on Salesforce. I could see some potential customers opting for a small pilot that proves the value of Salesforce over an existing install. 5- A provider still adapting to changes from ACA could use this as an opportunity to make a change. Ideally, Salesforce would have done this a few years ago, but there may still be enough Obamacare disruption to gain traction.