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
Components of Identity Verification
How Identity Verification Works
Define the Link Between Identity Verification Process Configuration and Flow
Set Up Search and the Minimum Number of Additional Verifiers for Identity Verification
Set Up Fields for Search and Verification
Create an Identity Verification Flow
Make the Identity Verification Flow Available to Agents
Make the Verify Caller Identity Flow Available to Agents
Make the Verify Customer Identity V2 Flow Available to Users
Use External Data for Identity Verification
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
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Make the Verify Caller Identity Flow Available to Agents

To enable agents to use the identity verification process, embed the flow in the utility bar of your Lightning App or add the flow to a Lightning record page.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use the Verify Caller Identity flow template: Health Cloud permission set license
  1. To embed the flow in the utility bar of a Lightning App:
    1. From Setup, in the Quick Find box, enter App Manager, and select App Manager.
    2. Edit the app to which you want to add the flow component.
    3. In the Lightning App Builder, select Utility Items (Desktop Only).
    4. Click Add Utility Item and select Flow.
    5. Enter a label for the flow, select the relevant flow in the Flow field, and click Save.

    image of the identity verification flow launched from the utility bar

  2. To add the flow to a Lightning record page:
    1. In the Identity Verification admin setup assistant, click Add Flow.
    2. From the Setup menu on the record page, select Edit Page.
    3. Drop the Flow component on the desired area on the page.
    4. Select the relevant flow in the Flow field.
    5. Save and activate your changes.

    image of the identity verification flow added to a lightning record page