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
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

Document Generation in Health Cloud

With Document Generation, you can generate intake forms, contracts, reports, non-disclosure agreements, and more.
Available in: Enterprise and Unlimited Editions with Health Cloud and the Document Generation for Industries Add On.

User Permissions Needed
To use document generation: DocGen Designer
To use runtime: DocGen Runtime
To use runtime in a customer community: DocGen Runtime CC
To use OmniStudio: OmniStudio User
To administer OmniStudio: OmniStudio Admin

Salesforce Industries Document Generation is a solution that enables users to create documents from predefined, customized templates. It merges text-based files, such as Microsoft® Word or PowerPoint®, with other data sources to create a range of customized documents, including contracts, proposals, quotes, and reports. The available output formats include .docx, .pptx, and .pdf.

To use Document Generation with Health Cloud, follow the post-install steps for OmniStudio and create the permission sets for document generation. For details, see Post-Install Steps for Foundation Document Generation Summer '22.