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
Provide Patient and Member Insights with Analytics
Enable CRM Analytics for Health Cloud
Set up the Enhanced Analytics for Healthcare App
Set Up Your Org for Analytics for Healthcare and Create the App
Set Up Analytics for Health Cloud: Risk Stratification
Enable a Permission Set License for the Admin
Create a Permission Set for the Health Cloud CRM Analytics Admin
Install the Einstein Analytics for Health Cloud: Risk Stratification Package
Assign Permission Sets for Analytics for Health Cloud
Add Remote Site Settings for Analytics Patient Lists
Give Your Users Access to CRM Analytics
Set Up and Start Risk Scoring Dataflow
Set Up Dashboards
Add Picklist Values and Page Layouts for CRM Analytics
Add Risk Scoring Record Types to the Admin Profile
Health Cloud Risk Scoring Data Tables
Manage Mappings Between Conditions and HCC Codes
Manage Programs
Manage Program-Patient Affiliations
View Program Patient Summary Information
Manage Provider Information
Manage Procedures
Manage Procedure Performer Records
Manage Procedure Requests
Recalculate Patient Risk Scores
Set Up Artificial Intelligence Use Cases
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
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Manage Procedure Requests

Use the EHR Procedure Requests tab to manage the relevant data about requests for a patient or member to undergo a medical procedure.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

The EHR Procedure Request tab contains information about a procedure such as who ordered it, the reason it was requested, and its priority.

  1. From the Health Cloud - Admin Home page, select the EHR Procedure Requests tab, and click New.
  2. Enter the following:
    Field Description
    Account The account that represents the patient or member.
    Ordered By Name of the practitioner making the request.
    Category High-level categorization of the procedure.
    Code Industry-standard code for the procedure.
    Code Label Industry-standard name for the procedure.
    Body Site Anatomical location for the procedure.
    Reason 1 Reason that the procedure was requested.
    Reason 2 Reason that the procedure was requested.
    Reason 3 Reason that the procedure was requested.
    Reason 4 Reason that the procedure was requested.
    Priority Priority of the procedure.
    Ordered On Date and time the request was created.
    Scheduled Date Time Scheduled date and time to perform the procedure.
    Encounter Encounter associated with the procedure.
    Status Status of the procedure.
    Notes Additional information about the procedure.
    Source System ID Record ID from a system outside of Salesforce.
  3. Save your work.