Provide Referral Management Reports
Enable users to analyze their patient or member referrals with a pre-built dashboard
containing reports on important aspects of their referral management.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
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Install the optional extension package that delivers sample reports and a dashboard for
analyzing referrals.
Paste this URL for the package into your browser navigation bar: http://industries.force.com/HealthCloudReferralManagementReports and press Enter.
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Enter your Salesforce password and click Install.
Installation can take a while. You can click Done now and check your email later for confirmation that installation was successful.
- To verify installation of the unmanaged package in Setup, find Installed Packages and look for Health Cloud Reports for Patient Referral Management.
- Let users know they can find and edit the reports from the referral management app or from the Reports tab.