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
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
Provide Patient and Member Insights with Analytics
Enable CRM Analytics for Health Cloud
Set up the Enhanced Analytics for Healthcare App
Get to Know the Enhanced Analytics for Healthcare App
Check Prerequisites for the Enhanced Analytics for Healthcare App
Install the Enhanced Analytics for Healthcare App
Change Category Selections After Installing the Enhanced Analytics for Healthcare App
Update the Enhanced Analytics for Healthcare App
Explore Additional Apps to Support CRM Analytics for Health Cloud
Assign Permission Sets for the Enhanced Analytics for Healthcare App
Embed Enhanced Analytics for Healthcare Dashboards
Create Other Versions of App
Set Up Your Org for Analytics for Healthcare and Create the App
Set Up Analytics for Health Cloud: Risk Stratification
Set Up Artificial Intelligence Use Cases
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

Change Category Selections After Installing the Enhanced Analytics for Healthcare App

Keep up with ever-changing business needs by fine tuning your Enhanced Analytics for Healthcare app. After installation, you can change category selections, and subsequently install new dashboards and update or delete existing ones. And there is no need to re-install the app, as you can change categories directly from the Health Cloud CRM Analytics Settings page.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To change category selections: HealthCare Analytics Admin permission set

AND

CRM Analytics Plus Admin permission set

Updating the app and its related categories to the latest version overrides saved dashboard settings such as data security, colors, labels, actions, dataflows, recipes, and deployed models.

Note

  1. From Setup, in the Quick Find box, enter Health Cloud CRM Analytics Settings, then select Health Cloud CRM Analytics Settings.
  2. In the Select Categories and Install Dashboards section, click Install Dashboards.
    You’ll see that your previous category selections are retained.
  3. Depending on your business need, select or deselect Utilization Management Analytics, Care Management Analytics, or both.

    If your org isn’t provisioned with the Health Cloud or Health Cloud for Life Sciences permission set license, you can’t select a category. Reach out to Salesforce Customer Support for help.

    Note

  4. Click Change Category Selections.
  5. In the Confirm Your Category Selections window, review the information, and click Confirm.
    The app is updated and the dashboards of the selected categories are installed, updated, or deleted as listed:
    • Retain a previously-selected category and update the installed dashboards to the latest version. Deselect the category to uninstall the dashboards.
    • Select a previously unselected category to install the related dashboards.

    To see a list of auto-installed apps and their installation status, in Setup, search for and select Auto-Installed Apps, then click the Requests tab.

    Note