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Salesforce Health Cloud Impl Guide

Salesforce Health Cloud Impl Guide

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Administer Health Cloud

Where Do I Start with Health Cloud

Health Cloud in the Payer Sector
Health Cloud in the Pharmaceuticals and Life Sciences Sector
Health Cloud in the Provider Sector
Create a Health Cloud Trial Org
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
Set Up Health Cloud for Life Sciences
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Enable Contacts to Relate to Multiple Accounts
Enable Chatter Settings
Make Data Protection Details Available in Records
Install Health Cloud Packages
Configure Custom Record Types for Individuals
Configure Custom Record Types for Groups
Add Health Cloud Users
Configure Health Cloud Profiles
Assign Health Cloud Permission Sets and Permission Set Licenses
Assign the Health Cloud for Life Sciences Permission Set
Assign Health Cloud Permission Sets and Licenses to Multiple Users
Health Cloud Permission Sets
Set Field Access
Set Up Person Accounts to Represent Health Cloud Members and Patients
Protect Your Health Data with Salesforce Shield
Control Access to Patient or Member Lists
Use Custom Metadata Settings to Configure Health Cloud
Import Patients
Use the Health Cloud Admin App
Customize the Health Cloud Console
Switch to Lightning
Customize Patient or Member Information
Customize Patient or Member Lists
Customize the Create External Member Fields
Refine the Householding Map for Care Coordinators
Allow Domains for Health Cloud Console
Customize the Timeline View
Manage Life Events
Show Data Sources with Custom Icons
Customize Health Cloud Labels
Translate Health Cloud Labels
Import Diagnosis and Procedure Codes
Health Cloud Apps
Customize the Health Cloud Apps in Lightning
Contact Center for Health Cloud
Enable Admin Settings to Use Contact Center
Assign Permission Sets and Permission Set Licenses for Contact Center Users
Set Up Standard Object Permissions for the Contact Center User
Configure the Contact Center
Enable Users to Create Knowledge Articles in the Contact Center
Explore the Components of the Contact Center
Code Sets and Code Set Bundles
Codings Codeable Concepts and Value Sets
Recommendations for Using Code Sets and Code Set Bundles
Predecessors to Code Sets and Code Set Bundles in Health Cloud
Reporting
Provide Dashboards
Provide Referral Management Reports

Understand Which FHIR Objects Need Custom Report Types

Flow for Health Cloud
OmniStudio for Health Cloud
Get Ready to Install OmniStudio for Health Cloud
Install the OmniStudio Package for Health Cloud
Help Patients Connect with Providers
Provider Search
Provider Cards
Protect Personal Health Information
Components of Identity Verification
How Identity Verification Works
Define the Link Between Identity Verification Process Configuration and Flow
Verification
Set Up Fields for Search and Verification
Create an Identity Verification Flow
Make the Identity Verification Flow Available to Agents
Use External Data for Identity Verification
Experience Cloud Sites
How Patient Experience Sites Work

Experience Cloud for Health Cloud FAQ

Enable Digital Experiences for Health Cloud
Which Objects Are Available for Experience Cloud Users in Health Cloud
Experience Cloud User System Permissions
Experience Cloud Setup Checklist
Enable Task Assignment for Site Users Created from Contacts
Use Health Cloud Empower Lightning Components
Release Your Patient or Member Experience Cloud Site as an App
Intelligent Appointment Management
Get Started with Intelligent Appointment Management
Create Work Type Code Set Bundles for Scheduling
Create Appointment Reasons and Engagement Channel Types
Set Up Your BackEnd Scheduling System
Configure the Intelligent Appointment Management Component
Enable Patients to Schedule Their Own Appointments
Appointment Guidance

Reduce Patient NoShows with CRM Analytics Prediction

Virtual Care
Get Your Org Ready for Virtual Care
Create Links to Display a Providers Virtual Care Appointments
Amazon Account Requirements
Virtual Care Availability by Country
Enable Video Calls
Connect Amazon to Salesforce
Configure External Video Service
Create a Named Credential for Virtual Care
Add Video Appointment Types

AWS Region Setting Guidelines for Health Cloud

Configure Video Visits
Enable Transcription of Video Visits
Add the Video Call Component to the App Utility Bar
Add Users to a MultiParticipant Call
Create a Flow to Add a Calendar File to an Appointment Email
Check Patient Location for Appointments
Virtual Care Self Service
Medication Management and Medication Review
RxNorm Terms and Information
Medication Review
Medication Management
Advanced Therapy Management
Learn About the Advanced Therapy Management Licenses
Create Profiles for Advanced Therapy Management Users
Create Internal and External Users for Advanced Therapy Management
Learn About MultiStep Scheduling
Learn About Therapy Orchestration
Set Up Advanced Therapy Management for Experience Cloud
Electronic Signatures in Health Cloud
Set Up Electronic Signatures for Health Cloud
Create a Signature Trail in Health Cloud
Define a Signature in Health Cloud
Add the Pending Signature Component to a Page
Intelligent Document Automation
Set Up Intelligent Document Automation Users for Health Cloud
Create and Import Documents with Intelligent Document Automation
Intelligent Document Automation on Experience Cloud Sites
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Permissions Required for Care Plans
Create Roles for Care Team Members
Customize Care Team Roles
Remove the Care Team from Care Plan Creation
Multiple Care Plans
Enable Care Coordinators to Create Multiple Care Plans
Create Multiple Care Plan Record Types
Customize Problems and Goals
Care Gaps
Customize Tasks
Care Plan Templates Help Simplify Onboarding
Enable Users to Apply Care Plan Templates Faster
Supporting Clinical Data in Health Cloud

The Clinical Data Model and FHIR

Integrated Care Management
The Data Model
Discovery Framework
Enable the Feature

Define a PGI Library

Define Care Plan Templates
Get Your Org Ready to Use the Discovery Framework
Set Up Assessments and Recommendations
Add the FlexCard to Record Pages
Configure FieldLevel Security for Integrated Care Management

CRM Analytics for Integrated Care Management

Care Gaps
Clinical Measures for Care Gaps
Care Gaps Access for Experience Cloud Sites
Care Coordination for Slack
Types of Notifications in Care Coordination for Slack
Create and Assign a Care Coordination for Slack Permission Set to Users
Enable Care Coordination for Slack
Clone and Activate Flows for the Care Coordination for Slack App
Custom Notifications in Care Coordination for Slack
Create Critical Notifications Channels
Unified Health Scoring
Unified Health Scoring Data Model and Permissions
Integrate Data Cloud with Unified Health Scoring
Unified Health Profile
Define a Unified Health Profile
Configure the Unified Health Scoring Components
Customize Action Logs
Configure an Actions Timeline
Home Health
Learn About Home Health
Learn About Home Healths Integrations
Data Model and Permissions
Enable Home Health
General Configurations
Resources Regions and Operating Hours
Service Report Templates
Skills Preferences and Work Types
Task Templates
User Interface
Handle Resource Absence
Enhanced Scheduling and Optimization
Set Up Home Visit Broadcasting
Integrate Home Health with Integrated Care Management
Set Up Medication Administration and Management for Home Visits
Set Up Electronic Visit Verification
Set Up a Briefcase for Home Health
Artificial Intelligence for Home Health
Knowledge
Enable Knowledge Users
Create Article Types
Enable Salesforce Knowledge
Provide Assessments and Surveys for Gathering Information and Feedback
Assessments vs Surveys
Provide Assessments to Analyze a Patients Health
Provide Surveys for Gathering Feedback
Crisis Support Center Management
Assign Permission Sets and Permission Set Licenses for Users
Enable Crisis Support Center Management

Set Up Open CTI for Crisis Support Center Management

Intake Flow and Engagement Interaction for Crisis Support Center Management
Enable and Configure Notes for Crisis Support Center Management
Enable Enhanced Timeline for Crisis Support Center Management App
Enable Provider Search for Crisis Support Center Management
Configure Bed Search for Crisis Support Center Management
Enable Users to Create Knowledge Articles for Crisis Support Center Management
Configure Assessments for Crisis Support Center Management
Action Launcher for Crisis Support Center Management
Create Referral Flow for Crisis Support Center Management
Set Up an Experience Site for Facility Admins to Update Bed Availability
Clone the Send Emails to Request Facility Bed Availability Flow
Clone the Send Email to Account Contacts Flow
Messaging for Web in Crisis Support Center Management
Set Up an Experience Site for Guest Users to Use Web Chat

Messaging for SMS in Crisis Support Center Management

Actionable Segmentation for Crisis Support Center Management
Manage Your Network of Providers
Get to Know Provider Network Management
How Provider Network Management Works
Provider Network Management Data Model
Provider Enrollment
Set Up Provider Enrollment and Network Management
Network Participations
Provider Network Contract Management
Behavioral Health App
Assign Behavioral Health App Permission Sets and Permission Set Licenses for Users
Set Up the Behavioral Health App
Configure the Person Account Page Layout for the Behavioral Health App
Configure Assessments for the Behavioral Health App
Configure an Action Launcher Deployment in the Behavioral Health App
Help HighRisk Patients and Members
Grant Access to Records for Social Determinants
Customize Picklists and Fields for Social Determinants
Add the Care Determinants Component to a Record Page
Create Care Barrier Types
Create Care Determinant Types
Create Intervention Types
Manage Care Requests
Authorization Requests
Utilization Management Setup Checklist
Authorization Request Process Setup for Payers
Authorization Request Process Setup for Providers

CRM Analytics for Utilization Management

Artificial Intelligence for Utilization Management
Verify Patient Benefits
Check Requirements for Benefit Verification
Set up Data for Benefit Verification
Connect to a Benefit Verification Service
Configure Care Limit Requests
Show Benefit Verification in the Console
Support Emergency Response Management and Contact Tracing
Contact Tracing for Employees
Contact Tracing for Public Health
Use Care Programs to Track and Manage Cohorts of Patients and Members
Map External Program Enrollment Fields to Health Cloud
Manage Care Program Enrollment Flows
Register and Ship Devices for Care Programs
Remote Monitoring Patients
Set Up Remote Monitoring in Health Cloud
Map External Fields to Health Cloud for Remote Monitoring
Register and Ship Remote Monitoring Devices
Set Up Care Observation Triggers
Claims
Install the Claims Data Model
Connect to Claims Data
Map Claims Data to Your Source System
Display Claims Data
Automate Key User Tasks with Flows
Install the Flows Package
Create a Service Case Record Type
Create a Quick Action to Launch the Flow
Launch the Flow from the Health Cloud Console
Health Cloud Flows
Set up Action Plans
Manage Campaigns
Campaigns
Show Campaigns in the Timeline and Patient Card
Create a Campaign
Add a Care Program Campaign
Support and Manage Provider Referrals
Referral Management in the Clinical Data Model
Referral Management with Leads and Opportunities

CRM Analytics and Artificial Intelligence

Deploy CRM Analytics

Set Up Artificial Intelligence Use Cases
Manage Commercial Excellence
Configure Path Settings for Sales Agreements
Manage Inventories Surgical Cases and Cycle Counts with Intelligent Sales
Visit Types in Intelligent Sales
User Personas for Intelligent Sales
The Intelligent Sales Data Model
Enable Intelligent Sales
Assign Permission Sets for Intelligent Sales
Set Up Visit and Inventory Access
Use External Data Sources for Expected Quantity in Cycle Counts
Configure the Page Layouts for Product Transfer and Product
Set Up Data for Intelligent Sales
Intelligent Sales Sample Flows for Field Inventory Management
Mobile Users
Install the Health Cloud Package Extension for Field Service
Set a Default List View for the Field Service Mobile App for Health Cloud
Connect Flows to the Field Service Mobile App for Health Cloud
Enhanced Timeline
How Enhanced Timeline Works
Set Up an Enhanced Timeline
Add Enhanced Timeline to a Page
Add Enhanced Timeline to a Site
Actionable Relationship Center in Health Cloud
Set Up the Actionable Relationship Center in Health Cloud
Create a Patient Relationship Graph from a Template
Create a Practitioner Relationship Graph Using a Template

Account Hierarchy Management Using ARC

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