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
Health Cloud in Lightning Experience
Customize Patient or Member Information
Customize Patient or Member Lists
Customize the Create External Member Fields
Refine the Householding Map for Care Coordinators
How Are Patient and Member Relationships Modeled?
Create a Custom Record Type to Represent Households
Enable Users to Add Reciprocal Roles
Configure Reciprocal Roles
Update Roles for Account Contact Relationships
Speed Up Account-Contact Relationship Calculations
Allow Domains for Health Cloud Console
Customize the Timeline View
Manage Life Events
Show Data Sources with Custom Icons
Customize Health Cloud Labels
Translate Health Cloud Labels
Import Diagnosis and Procedure Codes
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
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Create a Custom Record Type to Represent Households

Set up a custom household page layout with the appropriate fields and create a record type to represent it.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Make sure that the field-level security of the Source System Identifier, Status Reason, Source System, and Parent Record Type fields is set to visible for all profiles.
  1. From the object management settings for Account, select Page Layouts.
  2. To create a page layout for Household, click New.
  3. Select Household Layout from the dropdown next to Existing Page Layout, and type a name for the new layout.
  4. Save your work.
  5. Add fields to the new household layout. For example, Primary Contact.
  6. Create a record type. Go to Record Type, and click New. Make sure to select Household from the dropdown next to Existing Record Type.
  7. Create a label name that matches the name of the new household page layout you created.
  8. Select the checkbox for active.
  9. Select the checkbox for Make Available next to the profile you want to assign the new record type to, and click Next.
  10. Select Apply one layout to all profiles and then select the page layout you created.
  11. Save your changes.