Create and Share an App from the Analytics for Healthcare Template | Health Cloud Administration

From the App Launcher, go to Analytics Studio.

Click Create, then select App.

Select Analytics for Healthcare, then click Continue.

Have a brief look at the app preview page, then click Continue.

If the wizard asks if you want to create an app or use settings from an existing app, make a selection, and click Continue.

CRM Analytics checks your Salesforce org’s data for compatibility. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again. If the check completes successfully, make a selection and click Continue.

Choose between using preselected standard settings or custom settings to set up your app.

To set up app quickly based on standard settings determined by the org compatibility check, select Basic and click Looks good, next.
To select custom settings to reflect the use cases you and others on your team want to view data for, select Custom and click Looks good, next.
The wizard asks you to choose Salesforce objects to add to Analytics for Healthcare. Any objects that aren’t available in your org are dimmed.
- Care Plan Analytics: When selected, the app includes dashboards for Care Plan insights.
- Utilization Analytics: When selected, the app includes dashboards for Care Request insights.
- Referral Analytics: When selected, the app includes dashboards for Patient Referral insights.
- Patient Insights: When selected, the app includes dashboards for Patient Population insights.
- Visit Analytics: When selected, the app includes dashboards for upcoming Surgical Visits insights.
Click Looks good, next.

Add person accounts and any other record types you're using in your org. Select one or more record types, then click Looks good, next.

Give your app a name that you and users in your org can easily remember, and click Create.

We recommend using Analytics for Healthcare in your app name to make it easier to find.

Note

View the status of app creation on the next page.

The process takes a minute or two. After it’s complete, refresh your browser to see your app.

If you see an error saying the Analytics Integration User doesn’t have access to selected fields, see the previous topic to give the Integration User the required access.

Note

Now that you've created the app, share it with users in your organization.

You can share it with any user who has the Healthcare Analytics admin or user permission sets.

Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
Click the Share icon at upper right.
In the next screen, use the search field under Invite others: to find other users in your org.
Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.

Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app.
Important
Click Add, then click Save.