Create Other Versions of App

After the initial instance of Enhanced Analytics for Healthcare app is created, you can create other versions using Analytics Studio so that your team members can use a version that meets their requirements. You can create as many versions as you need.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions of Health Cloud with the Revenue Intelligence for Health or CRM Analytics for Health Cloud add-on license.


To create other versions of the Enhanced Analytics for Healthcare app:

  1. In Analytics Studio, click Create.
  2. To open the template picker, select App, then Create App from Template.
  3. Locate the Advanced Analytics for Healthcare tile, select it, and click Continue.
  4. Review the app preview page, and click Continue to open the configuration wizard.
  5. If you see an option to either base your app on an existing app or create a new one, select Create a brand new app and click Continue.
    The app runs a compatibility check against your org to ensure Analytics Integration User has access to objects, and ensure roles (Role Hierarchy) are set up. Based on that, a security predicate is applied to Care Management datasets. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again.
  6. When the org compatibility check succeeds, click Looks good, next.
  7. Name your app, and click Create.
Selecting the UM (Utilization Management) card installs the following dashboards and dataset:
  • My Care Requests-UM Nurse dashboard
  • My Care Requests-UM Provider dashboard
  • My Care Requests-UM Intake Specialist dashboard
  • My Care Requests-UM Approval rate dashboard
  • Utilization Management dataset

Selecting the CM (Care Management) card installs the following dashboards and datasets:

  • Care Plan Management dashboard
  • Care Management-Care Plan Statistics dashboard
  • Care Management-My Statistics dashboard
  • Care Management-Task Completion Trend dashboard
  • Care Management dataset
  • Task dataset