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
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 Contact Center
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
Enable Users to Create Knowledge Articles in the Contact Center
Explore the Components of the Contact Center
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
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
PDF

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.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use the Contact Center for Health Cloud Manage Contact Center for Health Cloud
  1. In the object management settings for Person Account, go to Page Layout.
  2. Click Person Account Layout.
  3. Click Fields.
  4. Move Gender and Birthdate to the editable part of the page.
  5. Click Related List.
  6. Move Medication Statement and Member Plan to the editable part of the page.
  7. Save your changes.