Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
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
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
Code Sets and Code Set Bundles
Reporting in Health Cloud
Flow for Health Cloud
OmniStudio for Health Cloud
Help Patients Connect with Providers
Protect Personal Health Information
Experience Cloud Sites
Intelligent Appointment Management
Virtual Care
Medication Management and Medication Review
Advanced Therapy Management
Intelligent Document Automation
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Integrated Care Management
Care Coordination for Slack
Unified Health Scoring
Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
Support Emergency Response Management and Contact Tracing
Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
Referral Management in the Clinical Data Model
Referral Management with Leads and Opportunities
Configure Referral Management
Create an Approval Process
Schedule an Apex Job To Calculate Referral Scores
Create a Trigger to Maintain Lead Visibility
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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Create a Trigger to Maintain Lead Visibility

Add a trigger that grants sharing access to the person who created the lead even when they’re no longer the lead’s owner. Granting sharing access enables the lead’s creator to track the referral after it’s converted to an opportunity.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Instead of using Lead and Opportunity objects to manage referrals, use the Clinical Service Request object and automation tools built for the FHIR R4-aligned Clinical Data Model. To benefit from new and enhanced referral management features in the future, you must use objects in the Clinical Data Model.

Important

To access the LeadShare and OpportunityShare objects, sharing for the Lead and Opportunity objects must be set to Private or Public Read Only.

  1. From Setup, select Customize and then click Lead.
  2. Click Triggers and then click New.
  3. To define your trigger, enter Apex code similar to this sample code.