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
Assessments vs Surveys
Provide Assessments to Analyze a Patient's Health
Get Your Org Ready to Use Assessments
Deploy Sample Assessments
Create an Assessment with Discovery Framework
Give Users Access to Assessments
Add the Assessment Component to the Patient Page
Set Up Assessments for an Experience Cloud Site
Update an Existing Assessment for Patients to Complete on an Experience Cloud Site
Give Guest Users Access to Assessments
Provide Surveys for Gathering Feedback
Crisis Support Center Management
Manage Your Network of Providers
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

Set Up Assessments for an Experience Cloud Site

Add the assessment component to an Experience Cloud site.
Available in: Enterprise and Unlimited Editions with Health Cloud and a Customer Community for Health Cloud or Customer Community Plus for Health Cloud license.

User Permissions Needed
To use Experience Cloud for Health Cloud:

Customer Community for Health Cloud or Customer Community Plus for Health Cloud add-on license
To use Experience Cloud for Assessments: Assessment Envelope for Community Users permission set

Digital Experiences must be enabled to complete these steps.

  1. From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
  2. Click Builder next to an existing site or click New to create a site.
    1. Select the Customer Account Portal Template.
    2. Enter the Name. We suggest Patients.
    3. Enter the URL. We suggest patients.
    4. Click Create.
    5. Click Builder.
  3. In the Builder navigation bar, click the dropdown next to the page name.
  4. Create a page for the assessment component.
    1. Click New Page.
    2. Use a Standard page with a Flexible Layout.
    3. Enter the Page Name. We suggest Assessments.
    4. Enter the URL. We suggest assessments.
    5. Enter the API Name. We suggest Assessments.

      The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter Assessments, the API name for the page is Assessments__c.

      Note

  5. On the Assessment page, add the Guest Assessment component.
  6. Publish the Experience site.
  7. Navigate to the Administration Workspace and add profiles and permission sets.
    1. In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
    2. Select Workspaces next to the assessment’s Experience site.
    3. Click the Administration tile.
    4. Click Members.
    5. Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
    6. Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
    7. Save your work.
  8. On the Administration panel, click Settings and Activate the Experience site.