Health Cloud Administration
jCreate Roles for Care Team Members
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To set up case teams for care teams: | Customize Application AND Manage Users |
| To add team members: | Edit on cases |
Every member has a unique role to play in caring for the patient, such as primary care physician, caregiver, or case manager. Roles determine access to patient information, like read only or read/write access. You create a list of roles that care coordinators select from when assigning roles to new care team members. The patient role is automatically assigned during the patient conversion process in Health Cloud and the care coordinator can be assigned during that process, as well.
Salesforce offers a user role hierarchy that you can use together with sharing settings to determine the levels of access users have to your organization’s data. Roles within the hierarchy affect access on key components like records and reports. Unlike standard Salesforce roles, the access you provide with care team roles applies only to Case records. When an internal user who is a member of the care team already has a standard Salesforce role, they retain access that comes with their standard role.
When you set up roles for care team membership, you can include internal users who are already in your organization, and external contacts. (Contacts are the people associated with the patient such as family members or specialists outside of your organization.) For each contact, you can store various kinds of information, such as phone numbers, addresses, titles, and roles. In addition, if you’ve set up Communities, you can make the contact an Experience Cloud site user and add them to the patient Experience Cloud site. That way, they can see the care plan and collaborate in the feed, if given access.
Health Cloud uses two roles, Care Coordinator and Patient, during patient conversion, and they appear as labels throughout the app. To customize the role labels, clone the Careplan Role Care Coordinator or Careplan Role Patient metadata types in Health Cloud Settings, and rename them. For example, you can change Care Coordinator to Care Manager, if your organization uses that name for the role.
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Assign the "Manage Users" user permission to the users who will be handling the care team
roles.
You can do this one by one for individual users, or use profiles for multiple users.
- From Setup, in the Quick Find box, enter Case Team Roles, and then select Case Team Roles.
- Click New.
- Enter a name for the role.
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From the Case Access picklist, select the role's level of access to
cases. Access levels are:
Access Level Description Read/Write User can view and edit the record and add associated records, notes, and attachments to it. Read Only User can view the record and add associated records to it. The user can’t edit the record or add notes or attachments. Private User can’t access the record. - Click Save. Alternatively, click Save & New to save the role and begin creating another role.
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Select Visible in Customer Portal so that care team members with
this role are visible to Experience Cloud site members.
The care team member roles are now available to assign to different care team members.
- Save your changes.