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
Set Up Apex Triggers for 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

Set Up Visit and Inventory Access

Set up the right object permissions so that users access just the visits and inventories they’re responsible for. You can use Sharing Settings and custom Apex triggers to set up access.

Available in: Lightning Experience

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

User Permissions Needed
To set default sharing access: Manage Sharing
To edit object permissions: Manage Profiles and Permission Sets

AND

Customize Application
Before you set up view permissions, it’s a good idea to create different profiles for the different business functions at your organization.
Here’s how you configure object permissions related to visits and product inventories for a sales rep.
  1. From Setup, enter Sharing Settings in the Quick Find box and select Sharing Settings.
  2. Click Edit for Organization-Wide Defaults.
  3. Set Product Fulfillment Location, Product Item, and Visit to Private.
  4. Save your changes.
  5. Enter Profiles in the Quick Find box and select Profiles.
  6. Click the profile you set up for your sales reps.
  7. Click Edit and go to the Standard Object Permissions section.
  8. Select Read, Create, Edit, and Delete for Visits, Product Items, and Product Fulfillment Locations.
  9. Deselect View All for Visits, Product Items, and Product Fulfillment Locations.
  10. Save your changes.
Now you’re ready to set up your Apex Triggers.