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

Use Flow Builder to Convert Leads to Patients

Enable care coordinators to convert leads to patient records within Health Cloud by setting up a simple conversion process in Flow Builder.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow

This flow isn't compatible with custom fields on the Account object that are marked as required. Before activating this flow, review the custom fields on the Account object. Instead of marking these fields required, use a custom validation rule to check for a value in these fields when an account is saved.

Note

To use this flow in a Health Cloud org with person accounts enabled, you must configure a default mapping record to create patients or members. See Map Person Accounts in Health Cloud.

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows
  2. Click New Flow.
  3. Click Record-Triggered Flow.
  4. Configure the Start element.
    Field Description
    Select Object Lead
    Configure Trigger Trigger the flow when A record is created or updated
    Set Entry Conditions Condition Requirements: All Conditions are Met (AND)
    • IsConverted Equals False
    • HC4a__IsMarkedForPatientConversion__c Equals True
    When to Run the Flow for Updated Records Every time a record is updated and meets the condition requirements
    Optimize the Flow for Actions and Related Records
    Start element for a record-triggered flow
  5. Add an Apex action that converts leads to patients.
    Field Description
    Action Lead to Individual Conversion
    Label Lead to Individual Conversion or another descriptive label
    API Name Accept the default value.
    Set Input Values for the Selected Action Include leadIds.

    For the leadIds input, enter {!Record.Id}.
    Lead to Individual Conversion Apex Action element
  6. Add an Apex action that creates care plans.
    Field Description
    Action Create CarePlan and Care Team
    Label Create Care Plan or another descriptive label
    API Name Accept the default value.
    Set Input Values for the Selected Action Include leadIds.

    For the leadIds input, enter {!Record.Id}.
    Create CarePlan and Care Team Apex Action element
  7. Activate the flow.