Learn About the Health Cloud Data Models

Before you start with managed packages and permission sets, take a deep breath. Health Cloud offers a multitude of capabilities and it’s easy to get lost in them. As our first step, let’s examine the structure of Health Cloud and find the data models that are most relevant to you.

Health Cloud is a powerful CRM tool for supporting providers, payers, pharma, and MedTech companies. Built on the Salesforce platform, some Health Cloud objects, APIs, and other capabilities are built directly into Salesforce. Health Cloud also expands on Salesforce objects such as cases, leads, and campaigns to help manage patients and members. But Health Cloud is more than just an extension of core Salesforce objects.

Health Cloud offers a managed package that brings together best practices and successful setup processes from healthcare and life sciences directly into your Salesforce org so that you don’t have to manually configure them. The Health Cloud managed package also gives you access to additional objects, Lightning components, and Apex triggers. Additionally, Health Cloud offers multiple optional add-on packages for more specific purposes like claims management or patient referral. Most of these add-on packages are unmanaged, and they can help you expand Health Cloud’s capabilities. For example with Care Request Extensions, Health Cloud provides Lightning components and flows, which can be customized by users to suit their requirements.

Health Cloud also offers unique data models, user interface, and processes specific to healthcare. A data model consists of the objects and the fields that are used in Salesforce records. Health Cloud-specific data models offer standard and custom objects and fields that support specific healthcare concerns. For example, the Benefits Verification data model has objects and fields that help patients, providers, and payers confirm their benefits coverage and eligibility.

To help your company navigate the world of healthcare with ease, Health Cloud offers clinical and insurance data models, social determinants of health, and so on. If you’re part of a payer organization, you could be interested in learning about the Health Insurance data model or the Provider Network Management data model. Based on your role, find the data model that is most helpful to your work.

Data Models Roles
Benefits Verification

Providers, Payers: Contact Center Agents, Front Desk Staff, Benefits Processors, Patients

Life Sciences: Field Case Managers, Patient Services Agents

Care Management Providers: Care Coordinators
Claims

Payers: Member Services, Agent Care Managers, Utilization Management Nurses

Clinical

Providers: Care Coordinators, Case Managers, Social Workers, Nurses

Payers: Call Center Agents or Service Agents, Intake Specialists, Office Admins

Life Sciences: Pharmacists

Code Sets for Diagnosis and Procedure

Providers: Care Coordinators, Case Managers, Social Workers, Nurses

Payers: Service Agents, Intake Specialists

Life Sciences: Pharmacists

Electronic Health Records

Providers: Care Coordinators, Case Managers, Social Workers, Nurses

Payers: Service Agents, Intake Specialists

Life Sciences: Pharmacists

Health Insurance

Payers: Call Center Agents (Intake), Service Agents, Utilization Management Nurses, Payer Medical Directors, Payer Clinicians

Home Health Care

Providers: Schedulers, Caregivers, Clinical Managers (Home Care Aides), Care Coordinators, Intake Coordinators

Payers: Authorizations Units

Intelligent Appointment Management

Providers: Care Coordinators, Assistant Care Coordinators, or External Care Coordinators

Payers: Schedulers, Call Center Agents, Referral Coordinators

Intelligent Sales

MedTech: Admins, Sales Reps, Warehouse Managers

Life Sciences Program Management

Providers: Care Coordinators, Case Managers

Life Sciences: Program Managers, Admins, Patient or Member Call Center Reps, Patient Services Executives

Provider Network Management

Payers: Payer Marketing Specialists, Provider Relationship Managers, Physician Liaisons, Payer Network Specialists, Payer Credentialing Specialists, Payer Contracting Managers, Admins, Network Managers

Providers: Provider Business Analysts, Office Managers, Physicians, Provider Managers, Admins, Hospital Admins

Remote Monitoring and Device Registration

Providers: Care Coordinators, Caregivers

MedTech: Field Care Managers, Patient Support Reps

Developer Admins, Admins, Rising-Risk Health Consumers

Social Determinants

Payers: Call Center Staff, Case Managers, Care Coordinators

Providers: Physicians, Case Managers

Utilization Management

Providers: Care Coordinators, Providers

Payers: Call Center Agents (Intake), Service Agents, Utilization Management Nurses, Payer Medical Directors, Payer Clinicians