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.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


  1. 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.
  2. 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.
  3. To verify installation of the unmanaged package in Setup, find Installed Packages and look for Health Cloud Reports for Patient Referral Management.
  4. Let users know they can find and edit the reports from the referral management app or from the Reports tab.