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
Health Cloud in Lightning Experience
Customize Patient or Member Information
Customize Patient or Member Lists
Customize the Create External Member Fields
Refine the Householding Map for Care Coordinators
Allow Domains for Health Cloud Console
Customize the Timeline View
Manage Life Events
Show Data Sources with Custom Icons
Customize Health Cloud Labels
Translate Health Cloud Labels
Import Diagnosis and Procedure Codes
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
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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Show Data Sources with Custom Icons

You can supply your own icons to help users interpret information at a glance.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To upload new documents: Create on Documents

For images to display with the best results in the timeline, they must be within the recommended file and frame size. The recommended file size is up to 1 MB. Salesforce scales the image to roughly 48 x 48 pixels, so smaller images, and images with an aspect ratio of 1:1 (square) provide the best results.

Note

Icons can help frequent users understand information without having to look it up. When you show information from custom objects or fields in the timeline, you can include an icon that lets care coordinators understand the type of event that’s represented. For example, you can make it easier to identify the source of a record in the Care Gaps list by attaching the logo of the originating company.
  1. From the Health Cloud - Admin Home page in Salesforce Classic, select the Documents tab, and click New.
  2. Enter a name for the icon. The name you assign to your icon is case-sensitive.
  3. The Document Unique Name is autopopulated. Keep it as is.
  4. Select Externally Available Image.
    If this is selected, Health Cloud components can display the image.
  5. For Folder, select Health Cloud Assets from the picklist.
  6. Enter a description and keywords to use later as search criteria.
  7. Click Choose File.

    Logo images should be 48x48 pixel PNG files.

    Note

  8. Save your work.
  9. Specify where you want the icon to appear.
    For example, suppose you want to make the icon identify a source system for Care Gaps.
    1. Switch back to Lightning Experience.
    2. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
    3. Select Manage Records next to Source System Logo Mapping and add a record.
    4. Give it a label and name. For the Source System Name, use the name that is used for Source System in the Care Gap records. For Logo Document Name, use the name that you gave to the Document record.

      These names are case-sensitive.

      Note

    5. Save your work.