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
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
Set Up Licenses and Permissions for Provider Network Management
Verify Prerequisites for Setting up Provider Network Management
Configure OmniStudio Settings for Provider Network Management
Create User Roles for Admin and Standard Users
Create the Carrier Record Type for Account
Assign the Carrier Record Type for Accounts to User Profiles
Create the Provider Record Type for Contract
Assign Languages to the Person Account Record Type
Set Up an Experience Cloud Site for Provider Network Management
Set Up DocuSign Integration for Provider Network Management
Upload the Provider Credentialing DocuSign Template to Your DocuSign Account
Update the Credentialing OmniScript to Use Your DocuSign Template
Update the Verification OmniScript to Use Your DocuSign Template
Set Up Your DocuSign Account Site as a Trusted Site
Set Up Your DocuSign Account Site as a Trusted Site in Experience Site Builder
Enable Sharing Settings for Provider Network Management
Configure Field Level Security for Provider Network Management
Configure Remote Site Settings for Provider Network Management
Set Up the Lead Record Page Layout for Provider Recruitment Process
Set Up the Person Account Record Page Layout for Provider Verification Process
Network Participations
Provider Network Contract Management
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
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
PDF

Upload the Provider Credentialing DocuSign Template to Your DocuSign Account

Create a DocuSign account and upload the sample credentialing DocuSign template to your account. Salesforce provides this sample template to help your users generate the provider’s credentialing application form with minimum setup. Depending on your business needs, you can use the sample template with or without any modifications.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To upload the credentialing DocuSign template: Health Cloud Provider Network Management permission set

Salesforce provides the sample template to help you with your initial setup and it’s not mandatory to use the same. You can also define your own template, upload it to your account, and do the rest of the configurations.

Note

  1. Create a DocuSign account.
  2. Click Templates.
  3. Click New, then click Upload Template.
  4. Upload the sample template that Salesforce provides to your DocuSign account. Reach out to your Salesforce contact for help.
  5. Save your changes.
After uploading the template:
  • Integrate DocuSign with OmniScripts.

    This setup creates a secure connection between your DocuSign account and your Salesforce org and enables OmniStudio to retrieve document templates from DocuSign.

  • Update the sample template, as per your business needs. This step is optional.