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
Set Up Work Types for Visits
Set Up Your Accounts, Contacts, and Locations
Set Up Your Products and Inventories
Set Up Visit Tasks and Action Plan Templates for Cycle Counts
Set Up Action Plan Templates for Surgical Case Visits
Register and Authorize Patient Product Orders Faster with Flows
Intelligent Sales Sample Flows for Field Inventory Management
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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Register and Authorize Patient Product Orders Faster with Flows

Salesforce provides two pre-built flows with Intelligent sales to make surgical visits easier. The Patient Registration and Order Authorization flows are both compatible with Intelligent Sales, and helps perform two assessment tasks that are common in surgical visits.

Available in: Lightning Experience

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

Patient Registration

This flow helps your reps assign products to the patients they’re used for in a visit. During visit execution, this flow creates an account record for the patient and records information about the products used, such as the serial number. If Person Accounts are enabled for your Salesforce org and the sales rep has access to person accounts, the record created is always a person account record. And if not, it’s a business account record.

Order Authorization

This flow helps your reps generate an order record when a product is consumed during a visit. It also helps capture the visited party’s signature and consent to be billed for the order. This order record also has additional information such as the product consumed, its quantity, serial number, order amount, shipping address, and billing address. It also has a built-in barcode scanner that helps reps enter serial numbers faster.