Health Cloud in Lightning Experience

When you enable the Health Cloud Lightning Experience Console, your users can access the console using the App Launcher. To turn on the Console, add the app to your org and assign users. Users with Health Cloud Standard or Health Cloud Admin permission sets can access the Health Cloud - Lightning Console app. You need the Health Cloud Admin permission set to access the Health Cloud - Lightning Admin app.

Enable Lightning Experience

Enable Lightning Experience using the Lightning Experience Transition Assistant.

Turn on Lightning Experience.

Create the Health Cloud - Lightning Console App

Use the App Manager to create a Lightning console app and name it Health Cloud - Lightning Console.

Set the app’s primary color, give it a logo, and add a description.

Add items to your app’s utility bar, select the items you want to appear in the app, and assign it to user profiles.

Create the Patient Console Record Page

In the Lightning App Builder, create a record page named Patient Console and select the Account object.

Select the three-column page template.

Drag the Patient Detail for Health Cloud component into the left column.

Customize the other two columns by dragging other components onto the page.

Save your work and select Activate.

Select these org and app defaults.

• Org and App Defaults: Don’t set this page as the org or app default.
• Select Apps: Health Cloud - Lightning Console.
• Selected Record Types: Person Account, Account, and any other record types you’ve configured using the Individual Record Type Mapper.
• Selected Profiles: Any profiles that need access to the page.

Create Optional Lightning Pages

The Patient Console record page is required for the Health Cloud console. Other pages are optional and can be created and added as needed. Follow the steps to create the Patient Console page and use the information listed in this table for each page you want to add.

Create Health Cloud Lightning Admin App

Create the Lightning app that lets you and your admins set up and customize the console.

Use the App Manager to create a Lightning app and name it Health Cloud Lightning Admin.

Set the app’s primary color, give it a logo, and add a description.

Select the Standard Navigation option.

Add items to your app’s utility bar and select the items you want to appear in the app. This should include all EHR objects and other items, as required. Assign it to user profiles and save your work.