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
Map External Program Enrollment Fields to Health Cloud
Manage Care Program Enrollment Flows
Configure User Permissions and Sharing Rules
Create User Records for Care Program Site Participants
Create a Care Program and Add Related Records
Create a Care Program Goal
Care Program Providers
Configure the Program Enrollment Flow
Create an Experience Cloud Site and Set Up Member Access
Add Consent Documents to a Care Program
Register and Ship Devices for Care Programs
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
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Create User Records for Care Program Site Participants

Create user records that include permission for participants to log in to a site in order to review and consent to the related forms. Person accounts store information about specific people by combining certain account and contact fields into one record. Person accounts are the recommended record types for care plan participants.

Available in: Lightning Experience

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

Make sure to enable Experience Cloud in your org.
  1. From the App Launcher, go to Health Cloud - Lightning Console.
  2. To open a patient’s record page, go to the patient tab and click the name of a patient
  3. Click Dropdown for quick action buttons, and select Enable Customer User.

    This option opens a new user record in your Salesforce org with some details prepopulated from the contact record.

  4. Edit the user record for this external user and assign the Customer Community Plus license and the cloned Customer Community Plus profile.
  5. Click Save.
  6. Select Permission Sets and add the cloned Health Cloud Foundation permission set and the permission set you created to manage access to consent forms.

Make sure to add the user to the library associated with the care program consent forms.

Note