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
Permissions Required for Care Plans
Create Roles for Care Team Members
Customize Care Team Roles
Remove the Care Team from Care Plan Creation
Multiple Care Plans
Enable Care Coordinators to Create Multiple Care Plans
Create Multiple Care Plan Record Types
Customize Problems and Goals
Enable Care Teams to Track Gaps
Customize Tasks
Care Plan Templates Help Simplify Onboarding
Enable Users to Apply Care Plan Templates Faster
Supporting Clinical Data in Health Cloud
The Clinical Data Model and FHIR
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
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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Enable Users to Apply Care Plan Templates Faster

Give your users the ability to apply care plan templates to existing care plans faster. Place the custom Apply Care Plan Templates button on the layout for the Care Plans page.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

  1. From the object management settings for cases, go to Case Page Layouts and click CarePlan Layout.
  2. Click Mobile & Lightning Actions and drag the Apply Care Plan Template button (1) into the Salesforce Mobile and Lightning Experience Actions area (2).
    To make Mobile & Lightning Actions writable, click override the predefined actions.

    If you want to see the new button directly on the page header, you must place it at the top-left corner of the Salesforce Mobile and Lightning Experience Actions area.

    Note

  3. Click Save.
    Screenshot of the CarePlan Layout page, with callouts for the new button and the area it should be placed in.