Patient Creation Job Flow in Health Cloud

When the candidate patient is converted, the patient creation process creates corresponding objects in Salesforce:

• An account and contact representing a patient
• A case representing a care plan
• A care team (case team) linked to the care plan coordinator user and the patient contact

The candidate patient record (CandidatePatient__c) is a cross-reference between the representation of a patient in the EHR system and in Health Cloud. The records are linked through the medical record number, which is represented in Salesforce by the Medical Record Number field. Salesforce uses the MedicalRecordNumber__c and SourceSystem__c fields to check for duplicate patient records during the patient creation process. You can create a validation rule to verify that all candidate patient records have values in these fields before converting patient records.

The following diagram shows the patient creation job flow. This flow consists of two jobs that perform the steps that occur when a candidate patient record is converted. The third job (Invoke Patient EHR Migration) is a custom integration that you can implement to migrate more data for that patient into Health Cloud.