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
CRM Analytics and Artificial Intelligence
Provide Patient and Member Insights with Analytics
Enable CRM Analytics for Health Cloud
Set up the Enhanced Analytics for Healthcare App
Set Up Your Org for Analytics for Healthcare and Create the App
Get Your Org Ready to Create the Analytics for Healthcare App
Assign Permission Sets for Analytics for Healthcare
Set Field-Level Security to Enable Creation of the Analytics for Healthcare App
Create and Share an App from the Analytics for Healthcare Template
Schedule the Data Sync and Dataflow for Analytics for Healthcare
Embed Analytics for Healthcare Dashboards in Lightning Pages
Understand Analytics for Healthcare Limitations
Set Up Analytics for Health Cloud: Risk Stratification
Set Up Artificial Intelligence Use Cases
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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Get Your Org Ready to Create the Analytics for Healthcare App

Your Salesforce org and its data must meet specific requirements before you can create Analytics for Healthcare.
  1. Install the Health Cloud managed package.
  2. To be sure Utilization Analytics dashboards work correctly, install and set up Utilization Management. See Utilization Management Setup Checklist.
  3. To be sure Referral Analytics dashboards work correctly, install and set up Referral Management. See Set Up Referral Management.
  4. Enable the Intelligent Sales preferences. See Enable Intelligent Sales.
  5. Set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app. See Set Field-Level Security to Enable Creation of the Analytics for Healthcare App.
  6. Give the Analytics Integration User the necessary permission sets.
    1. From Setup, enter Users in the Quick Find box, and then select Users.
    2. Click the Integration User.
    3. Click Permission Set Assignments, and then click Edit Assignments.
    4. Select the Action Plans, Health Cloud Utilization Management, and Industries Visit permission sets.
    5. Click Add, then click Save.
  7. Make sure you have at least one record for each of these objects:
    • Account
    • Address
    • AssessmentTask
    • AssessmentTaskOrder
    • CareBarrier
    • CareBarrierDeterminant
    • CareBarrierType
    • CareDeterminant
    • CareDeterminantType
    • CareRequest
    • Case
    • Contact
    • Event
    • HealthCloudGA__CarePlanGoal__c
    • HealthCloudGA__CarePlanProblem__c
    • HealthCloudGA__CarePlanTemplate__c
    • HealthCloudGA__ProgramPatientAffiliation__c
    • HealthCloudGA__ProgramPatientSummary__c
    • Lead
    • Location
    • MemberPlan
    • Opportunity
    • OpportunityHistory
    • Order
    • OrderItem
    • Pricebook2
    • PricebookEntry
    • Product2
    • ProductFulfillmentLocation
    • ProductItem
    • ProductRequest
    • ProductRequired
    • ProductTransfer
    • PurchaserPlan
    • RecordType
    • ServiceResource
    • Task
    • User
    • UserRole
    • Visit
    • VisitedParty
    • Visitor

In Analytics for Healthcare, data about patients comes from the Opportunity object, and data about referrals comes from Lead.

Note

During app creation, CRM Analytics checks your org’s data to be sure it meets minimum requirements. If it doesn’t, you see a message describing what must be fixed.