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
Get to Know Provider Network Management
How Provider Network Management Works
Provider Network Management Data Model
Provider Enrollment
Set Up Provider Enrollment and Network Management
Set Up Licenses and Permissions for Provider Network Management
Verify Prerequisites for Setting up Provider Network Management
Configure OmniStudio Settings for Provider Network Management
Create User Roles for Admin and Standard Users
Create the Carrier Record Type for Account
Assign the Carrier Record Type for Accounts to User Profiles
Create the Provider Record Type for Contract
Assign Languages to the Person Account Record Type
Set Up an Experience Cloud Site for Provider Network Management
Build an Experience Cloud Site for the Provider Portal
Provider Network Management for Site Users
Create a User Profile for the Provider Portal Experience Cloud Site
Add Members to the Provider Portal Experience Cloud Site
Assign Permissions to the Provider Portal Guest User Profile
Configure an Email Template for Provider Network Management
Set Up DocuSign Integration for Provider Network Management
Enable Sharing Settings for Provider Network Management
Configure Field Level Security for Provider Network Management
Configure Remote Site Settings for Provider Network Management
Set Up the Lead Record Page Layout for Provider Recruitment Process
Set Up the Person Account Record Page Layout for Provider Verification Process
Network Participations
Provider Network Contract Management
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
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
PDF

Configure an Email Template for Provider Network Management

Use email templates to save time and standardize the emails that you send to your users. Set up an email template to define the format for the welcome email that you send to new provider users who are ready to start the credentialing process. The email contains the login details for the provider to access the portal and fill out the credentialing application form.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud for Experience Cloud Sites

User Permissions Needed
To create and send email templates: Lightning Experience User
To update email templates: Modify All Data
  1. From Setup, go to Email, and click Classic Email Templates.
  2. Click New Template.
  3. Select Custom (without using Classic Letterhead), and click Next.
  4. In the Email Template Information section, do the following:
    1. Retain the values for Folder and Encoding.
    2. Select Available for Use.
    3. Enter the name and subject for the email template.
    4. Click Next.
  5. Verify that Contact Fields is selected from the Select Field Type dropdown.
  6. Enter the email body in the HTML Body field, and click Next. Here’s a sample that you could use.

    Hi {!Receiving_User.Name},

    <br/><br/>

    Welcome to the {!Community_Name}. We’re excited to have you start your journey with us!

    <br/><br/>

    You now need to go through our credentialing process as a next step. To do this, log in to the {!Community_Name} and fill out the credentialing application.

    <br/><br/>

    Here’s the username to log into the portal:<br/>

    Username: {!Receiving_User.Username}<br/>

    Password: <a href="{!Community_Url}"> Click Here </a> to set your password.

    <br/><br/>

    Questions? Reach us at {!Organization.Phone}.<br/><br/>

    Thank you, <br/>

    {!Organization.Name}

  7. Leave the Text Body field blank, and click Save.
  8. From Setup, go to Digital Experiences, and click All Sites.
  9. Click Builder next to Provider Portal experience cloud site.
  10. Go to Administration and select Emails.
  11. Enter the sender’s name and email address, and select Send welcome email.
  12. Search and select the email template you just configured for the provider portal from the Welcome New Member dropdown.
  13. Save your changes.