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
Enable Contacts to Relate to Multiple Accounts
Enable Chatter Settings
Make Data Protection Details Available in Records
Install Health Cloud Packages
Configure Custom Record Types for Individuals
Configure Custom Record Types for Groups
Add Health Cloud Users
Configure Health Cloud Profiles
Assign Health Cloud Permission Sets and Permission Set Licenses
Assign the Health Cloud for Life Sciences Permission Set
Assign Health Cloud Permission Sets and Licenses to Multiple Users
Health Cloud Permission Sets
Set Field Access
Set Up Person Accounts to Represent Health Cloud Members and Patients
Protect Your Health Data with Salesforce Shield
Control Access to Patient or Member Lists
Use Custom Metadata Settings to Configure Health Cloud
Convert Leads to Patients
Map Your Custom Lead Fields
Manage the Conversion of Lead Record Types
Customize the Leads List View for Patient Conversion
Use Flow Builder to Convert Leads to Patients
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
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
PDF

Convert Leads to Patients

Your company can use existing Salesforce Lead records to create the Patient records that are used in Health Cloud.

A lead record represents a person who isn't yet a patient in Health Cloud, but has shown interest by making an inquiry or requesting an appointment. When you convert a lead record to a patient, the converted patient record is always a person account. You can turn existing Salesforce leads into patients using Health Cloud’s custom fields on the Lead object. These additional fields capture important patient information, like a person’s medical record number and the name of the patient’s care coordinator. If you have to enter a person, and you’re not sure if they’re a patient or not, enter them as a lead. You can later qualify the lead as a patient and convert them into a person account.

Install the HealthCloudExtensions unmanaged package to install the Health Cloud conversion process or create your own conversion process. Either way, make sure to add the Convert to Patient button to the Leads list view so that care coordinators can convert lead records to patient records.

The Convert To Patient process that's installed with the HealthCloudExtensions unmanaged package uses the Source System ID and Medical Record Number fields for duplicate checking. If the lead being converted has a Source System ID or Medical Record Number that matches an existing account, the lead is flagged as a duplicate and not converted.

Note