Health Cloud Administration
jConnect to Claims Data
Set up the connection to your source system so that Health Cloud can pull your
organization's claims data into Salesforce external objects.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
When you install the Claims data model, Health Cloud sets up an external data
connection for you with the typical settings selected. Update those settings to work
with your requirements. Health Cloud also creates external data objects for you to
connect to your external data source.
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In Setup, search for External Objects and verify that
the Claims objects are installed.
You should see five external objects, each one configured to use an external data source called "Claims Data Source."
- Claim Header
- Contains summary information about the claim, such as the payment amount, specified medications, and billing data.
- Claim Line
- Represents a line item in a claim record.
- Claim Diagnosis
- Represents the clinical diagnosis for which the service, equipment, or medication was provided.
- Claim Diagnosis Procedure
- Represents a clinical procedure for which a provider is submitting a claim.
- Claim Provider
- Represents information about a provider of a service, equipment, or medication.
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In Setup, find External Data Sources and edit
Claims Data Source. Replace the example URL and
authentication information with the correct information for your claims source
system and save your work.