Health Cloud Administration
jInstall Health Cloud Packages
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Before installing the Health Cloud packages:
- Enable Contacts to Multiple Accounts Settings
- Enable Chatter
- Review the Considerations for Health Cloud Installation
Ensure that you're logged into the Salesforce org where you want to install the packages.
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Install the Health Cloud managed package.
You can find the package download URL in the Terms and Conditions section of your contract.
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Select the other Health Cloud packages you want to install.
- Omnistudio
- This managed package provides application components built on the Salesforce
platform that you can download and install into your Health Cloud org. It’s required
for some Health Cloud features.
See the current Omnistudio Release Summary for detailed installation instructions.
- Einstein Analytics for Health Cloud: Risk Stratification
- This unmanaged package enables administrators to use the Einstein Analytics for
Health Cloud: Risk Stratification dashboard to identify patient risk levels.
Installer URL: http://industries.force.com/healthcloudwave
- Emergency Response Management
- This unmanaged package contains the metadata, record types, page layouts, site
templates, and other items to enable the Emergency Response Management suite of
features. Install this package only if you use the appointment scheduling flow with
Salesforce Scheduler. This installation requires a Salesforce Scheduler license.
Installer URL: http://industries.force.com/healthcloudextensionerm
- Field Service Flows for Health Cloud
- This unmanaged package enables care team members to access Health Cloud data on
mobile devices using Field Service. Verify that Field Service is up and running in
your org before installing the package.
Installer URL: http://industries.force.com/healthcloudextensionfieldservice
- Health Cloud App Template for Patients
- This unmanaged package enables you to create a patient or member site and release
it as an app.
Installer URL: http://industries.force.com/healthcloudextensionpatientapp
- Health Cloud Care Request Extensions
- This unmanaged package contains an app with the record types, page layouts, and
other metadata to support utilization management.
Installer URL: http://industries.force.com/healthcloudextensioncarerequest
- Health Cloud Claims
- This unmanaged package delivers business processes for claims management.
Installer URL: http://industries.force.com/healthcloudextensionclaims
- Health Cloud Flow Templates for Payers
- This unmanaged package contains sample flows you can use to record an appeal,
change a person's primary care provider, or request a new insurance card. You can
adapt the sample flows to support other common functions.
Installer URL: http://industries.force.com/healthcloudflow
- Health Cloud Reports for Patient Referral Management
- This unmanaged package contains reports and a dashboard that monitor patient or
member referrals in your org.
Installer URL: http://industries.force.com/healthcloudextensionreferralmgmt
- Health Cloud Unmanaged Package Extension
- This unmanaged package delivers the process that lets care coordinators convert
Lead records into Patient records.
Installer URL: http://industries.force.com/healthcloudextension
- Paste the URL for the package into your browser navigation bar, and press Enter.
- Enter your Salesforce credentials.
- Select the audience for the installation. For example, Install for Admins Only
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Click Install.
Installation takes a while. You can safely leave this page, as you'll receive an email when installation is complete.
- To verify that the package was installed, go to Installed Packages in Setup, and look for the name of the package.