Health Cloud Administration
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Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Use the Health Cloud - Admin App
Enable Admin Settings to Use Contact Center
Assign Permission Sets and Permission Set Licenses for Contact Center Users
Set Up Standard Object Permissions for the Contact Center User
Configure the Person Account Page Layout for Contact Center
Configure the Service Appointment Tab for the Contact Center
Enable Field-Level Security for the Account Number Field
Configure the Contact Center as the App Default Layout
Configure Path Settings for Engagement Interactions in Contact Center
Flow for Health Cloud
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Set up Action Plans
Configure the Contact Center
Before contact center agents can start using the Contact Center, some configuration is
required. Add tabs to the person account’s related list, turn on field-level security, and set the
default app layout for the Contact Center.
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Configure the Person Account Page Layout for Contact Center
Help contact center agents view the member’s insurance plan details and medication statements at a glance in the Contact Center. Add important fields like Gender and Birthdate to the person account page layout so that it shows up in the Profile card. Add Medication Statement and Member Plans to the person account record’s related lists. -
Configure the Service Appointment Tab for the Contact Center
Enable contact center agents to set up service appointments in the Contact Center. In Lightning App Builder, create tabs for the Healthcare Appointment Scheduler component. -
Enable Field-Level Security for the Account Number Field
Turn on field-level security for Account Number so that contact center agents can validate a caller’s identity using the member’s account number. -
Configure the Contact Center as the App Default Layout
Make it easy for agents to access the Contact Center by setting the contact center app as the app default in Lightning App Builder. -
Configure Path Settings for Engagement Interactions in Contact Center
Help contact center agents view the progression of patient interactions, from the initial call to identity verification and resolution. Set up a path to display the status of the engagement interaction.