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
Create a Flow Using the Verify Caller Identity Flow Template
Create a Flow Using the Verify Customer Identity V2 Flow Template
Make the Identity Verification Flow Available to Agents
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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Create a Flow Using the Verify Customer Identity V2 Flow Template

Create a custom identity verification process configuration using the Verify Customer Identity V2 flow template. Specify the names of the relevant Identity Verification Process Definition and Identity Verification Process Detail records as the values of the IdVerfProcessDefinition and the IdVerfProcessDetail constants.
To verify a caller who is pre-identified, set the value of the IdVerfProcessDetail constant. IdVerfProcessDetail refers to the relevant Identity Verification Process Detail record name. Set this value to indicate to the flow the process detail record to be used to verify a pre-identified caller. You must set the IdVerfProcessDetail value even if there’s only one process detail record for a process definition record.

Create two separate flows, one for primary verification and the other for both primary and secondary verifications.

Note

When using the Verify Customer Identity V2 flow template to create a flow for identity verification, use Salesforce Open CTI to integrate third-party computer-telephony integration (CTI) systems with Salesforce. When your user accepts a call from the customer, the user creates an Engagement Interaction record to store details of the interaction. If the call is from a registered number, the InitiatingAttendee field in the record is auto-populated with the name associated with the number.

  1. In the Identity Verification admin setup assistant, click Create Flow.
  2. Click New Flow.
  3. In the New Flow window, on the All + Templates tab, select Verify Customer Identity V2 and click Create.
  4. Click Save.
  5. Enter the flow label and API name, and save the flow.
  6. In Resources, edit IdVerfProcessDefinition and enter the relevant Identity Verification Process Definition record name as the value.
    ID verification process definition constant being edited in flow builder
  7. In Resources, edit IdVerfProcessDetail and enter the relevant Identity Verification Process Detail record name as the value.
    ID verification process detail constant being edited in flow builder
  8. Click Done.
  9. Save and activate the flow.