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
Enable Users to Create Knowledge Articles in the Contact Center
Explore the Components of the Contact Center
Identity Verification and Engagement Details in the Contact Center
Enhanced Timeline for the Contact Center
Customize the Existing Timeline in the Contact Center
FlexCards for the Contact Center
Action Launcher for the Contact Center
Record Alerts in the Contact Center
Open CTI Softphone for 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
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Customize the Existing Timeline in the Contact Center

You can configure objects to track in the Contact Center’s timeline component. To customize the existing timeline, first deactivate it. Edit the timeline to add a new object, and activate it again. Or create a new timeline.

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. From Setup, in the Quick Find box, enter Timeline and then select Timeline.
  2. Next to Contact Center Account Timeline, click Dropdown, and then click Deactivate.
  3. Click Dropdown, and now click Edit.
  4. Go to Timeline Related Objects, and click Add New Object.
  5. In Related Object, select a related object, such as Clinical Encounter, to the existing objects: Engagement Interaction, Engagement Topic, and Case.
    Add Related Object window, with Clinical Encounter selected as Related Object, and PatientId selected as the Field.
  6. Customize the record visibility of the related object.
  7. Add a title field, subtitle field, timestamp, and fields displayed on the timeline. For example, configure the timeline to show case records only when the Status field equals “New”. Select Case Number as the title, Internal Comments as the subtitle, and Closed Date as the timestamp for the Case object.
    Add Related Object window, with Case Number selected in Title Field, Internal Comments selected in Subtitle Field, and Closed Date selected in Timestamp.
  8. Add fields to show on the timeline, and click Add.
  9. Click Activate.

To create a new timeline, first deactivate the existing timeline. Click New Timeline to provide a label and API name. Repeat the steps to add objects, set the visibility of the related object, and add fields to display on the timeline.

  • Make Information Easily Viewable with Enhanced Timeline