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
Customize the Health Cloud Apps in Lightning
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
PDF

Customize the Health Cloud Apps

You can change some of the properties of the Health Cloud Apps. For example, you can add the Knowledge widget so that care coordinators can see articles and protocols from the console footer. You can also do things like add your company’s logo, change the color of page elements, and enable keyboard shortcuts in the Health Cloud console.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To view apps: View Setup and Configuration
To manage apps: Customize Application

As the Candidate Patient custom object is being retired, use the Lead object instead of the Candidate Patient object. If you need a Candidate Patient field that Lead doesn't support, create the fields.

Note

Make sure to assign the Health Cloud - Admin app to the user profile of the Health Cloud admin.

Note

  1. From Setup, in the Quick Find box, enter Apps, and then select Apps.
  2. Click Edit next to the app you want to modify.
    Select Health Cloud - Admin, Health Cloud - Worklist, or Health Cloud - Console.

    The only modification that the Health Cloud - Admin app requires is to select the tabs you want to display as an admin.

    The Today page is to be used in the Health Cloud - Console app only. Adding it to the Health Cloud - Worklist app causes the Today page to display incorrectly.

    Note

  3. Specify a label for the app. The label can have a maximum of 40 characters, including spaces. This label is the app’s name in the app menu.
  4. Optionally, specify a custom logo for the app. Click Insert an image and choose an image file from the document library.
    Consider these requirements when choosing a custom app logo for a Classic app from the document library:
    • The image must be in GIF or JPEG format and less than 20 KB.
    • If the image is larger than 300 pixels wide by 55 pixels high, then it’s scaled to fit.
    • For the best on-screen display, we recommend that you use an image with a transparent background.
    • The Externally Available checkbox must be selected on the document’s properties so that users can view the image.
  5. Optionally, to change the color of the app’s page elements, enter the hex code beginning with #.

    Example of where the colors appear

  6. Ensure that Patients, Candidate Patients, and Today are selected as navigation tabs and that they’re configured to display as primary tabs in the Choose How Records Display selection.
    If you create your own custom apps, like a Dashboards tab, select it to display in the Health Cloud app and configure how it displays in the console. Also, if you’re using theCRM Analytics for Health Cloud: Risk Scoring App, add the related tabs to the Health Cloud app. That way, each user profile can see the tabs by default.
  7. Optionally, select how the list is placed in the console.
  8. In Choose Console Components, add Knowledge One to Selected Items.
    When the Knowledge One widget is enabled, care coordinators can access articles and protocols from the console footer.
  9. In Align Custom Console Component, choose whether the component appears in the footer’s right or left side.
  10. To let care coordinators perform actions using key combinations instead of the mouse, click the Customize Keyboard Shortcuts.
  11. Make sure that Save User Sessions, Enable Multi-Monitor Components, Pin Tabs, and Responsive Lists are all selected.
  12. Select the Visible option for every profile that needs access to the app.
  13. Select the Default box to set the app as that profile’s default app.
  14. Click Save.