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
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Visit Types in Intelligent Sales
User Personas for Intelligent Sales
The Intelligent Sales Data Model
Enable Intelligent Sales
Assign Permission Sets for Intelligent Sales
Set Up Visit and Inventory Access
Use External Data Sources for Expected Quantity in Cycle Counts
Configure the Page Layouts for Product Transfer and Product
Set Up Data for Intelligent Sales
Intelligent Sales Sample Flows for Field Inventory Management
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
PDF

Configure the Page Layouts for Product Transfer and Product

Configure the page layouts of Product Transfer and Product before your users start using Intelligent Sales. The default layout doesn’t include Source Location, Status, and Expected Pickup Date fields for Product Transfer, and the Serialized field for Product. You must add these fields to the page layouts.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

User Permissions Needed
To modify page layouts: Customize Application
  1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click Product Transfer, and then go to the Page Layouts section.
  2. Select Product Transfer Layout.
  3. From the Fields menu, move (1) Expected Pickup Date, (2) Source Location, and (3) Status, and place them in the (4) Information section of Product Transfer Detail.
  4. Save your changes.
    Product transfer page showing Expected Pickup Date, Source Location, and Status fields, and the Product Transfer Detail information section.
  5. Similarly, from object management settings for Product, go to Page Layout and select Product Layout.
  6. From the Fields menu, drag Serialized onto an editable area of the page.
  7. Save your changes.
The Product Transfer object now has all the attributes necessary to store transfer requests for your sales reps.