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Salesforce Health Cloud Impl Guide

Salesforce Health Cloud Impl Guide


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Salesforce Health Cloud Implementation and Administration Guide
How Health Cloud Works
The Health Cloud Data Model
Health Cloud Limitations
Protect Your Health Data with Salesforce Shield
Set Up Health Cloud
Install Health Cloud
Define Your My Domain Subdomain Name
Choose How to Represent Health Cloud Members
Configure Health Cloud Profiles
Assign Health Cloud Permission Set Licenses
Add Health Cloud Users
Set Field Access
Control Access to Patient Lists
Create Roles for Care Team Members
Use Custom Metadata Settings to Configure Health Cloud
Customize the Health Cloud Console
Give Your Users the Health Cloud Lightning Experience Console
Know Your Health Cloud Custom Tabs
Customize the Patient Details Tab
Customize the Patient Card
Customize the Timeline View
Customize Care Team Roles
Customize Patient List Filter Options with CrossObject Relationships
Show Data Sources with Custom Icons
Translate Health Cloud Labels
Create a Care Plan Template
Import Care Plan Templates
Import Diagnosis and Procedure Codes
Customize the Health Cloud Apps
Support Health Cloud Reporting
Provide Dashboards
Provide Referral Management Reports
Enable Users to Import Leads as Patients
Map Your Custom Lead Fields
Manage the Conversion of Lead Record Types
Customize the Leads List View for Patient Conversion
Use Process Builder to Convert Leads to Patients
Migrate More Data with the Patient Creation Job Flow
Patient Creation Job Flow in Health Cloud
Create a Custom Apex Class for the Patient Creation Job Flow
Customize the Patient Conversion Process
Build Patient Communities
How Patient Communities Work
Switch On Salesforce Communities
Community Setup Checklist
Enable Task Assignment for Community Users Created from Contacts
Use Health Cloud Empower Lightning Components
Release Your Patient Community As an App
Let Care Coordinators Create Concurrent Care Plans for a Patient
Enable the Ability to Create Concurrent Care Plans
Create Multiple Care Plan Record Types
Provide Easy Access to Protocols and Articles
Enable Knowledge Users
Create Article Types
Enable Salesforce Knowledge
Drive Learning with Protocols and Articles
Enable Care Teams to Track Gaps
Provide Assessments for Gathering Information
Enable Assessments
Set Survey Permissions
Set Up Survey Invitations
Create Email Invitations for Assessments
Update Sharing Settings for Assessments
Support and Manage Care Requests
Utilization Management Setup Checklist
Configure and Customize Care Requests
Get a Head Start on Enabling Care Requests with the Care Request Lightning Page
Connect to External Claims Data
Install the Claims Data Model
Connect to Claims Data
Map Claims Data to Your Source System
Display Claims Data
Enable Users to Add Members to Campaigns
Set Up Social Determinants to Assist HighRisk Patients and Members
Set Up Social Determinants
Care Determinants Component
Create Intervention Types
Support and Manage Referral Management
Set Up Referral Management
Create an Approval Process
Calculate Referral Scores
Create a Trigger to Maintain Lead Visibility
Manage Patient Risk with Einstein Analytics for Health Cloud
Set Up Einstein Analytics for Health Cloud
Upgrade Picklist Values and Page Layouts for Analytics
Add Risk Scoring Record Types to the Admin Profile
Health Cloud Risk Scoring Data Tables
Recalculate Patient Risk Scores
Support Health Cloud for Mobile Users
Install the Health Cloud Package Extension for Field Service Lightning
Set Up Field Service Flows for Health Cloud
Show Detailed Error Messages