Customize the Health Cloud Console | Health Cloud Administration

We’ve built the Health Cloud console to be a powerful tool that you can tailor to fit how your organization manages people and the activities related to their care. From translating labels, using your own timeline icons, or changing fields in the patient card, you have the flexibility to make the console work the way your users work. Although not every component of a managed package is customizable, you can edit the key components to make your instance of Health Cloud fit your users' needs.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

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Learn About the Health Cloud Console

Data Models

Explore the Health Cloud data models and objects that appear in the console.

Health Cloud Data Model

Customize the Console

Health Cloud in Lightning Experience
If you’ve been supporting Health Cloud use via the Salesforce Classic interface, delight your users by switching to the Lightning Experience. Use the Lightning Experience Transition Assistant as your control center for tackling the transition. From Setup in Salesforce Classic, click Get Started in the Transition Assistant tile at the top of the menu.
Customize Patient or Member Information
Provide care coordinators and managers with important information about a patient or member by configuring components in the console. Arrange the Highlights Panel, Patient Card, Patient Info, and Patient Navigation components to fit the way your care coordinators work.
Customize Patient or Member Lists
Cross-object relationships control which objects and fields appear in the filter selection options when creating patient or member lists.
Customize the Create External Member Fields
You can customize the fields that appear on the window that care coordinators use to create an external care team member.
Refine the Householding Map for Care Coordinators
The householding map brings together patients or members, care plans, caregivers, households, businesses, and other people in one view. You can change the roles and relationships that appear in the map.
Allow Domains for Health Cloud Console
You can let Health Cloud console users access domains outside of Salesforce. For example, you can add www.example.com to a console’s allowlist so that console users can access that domain.
Customize the Timeline View
Add or remove healthcare events from the timeline view to give care coordinators and patients a chronological view of health care events. This topic applies to legacy Timeline, not Enhanced Timeline.
Manage Life Events
Capture events and milestones in a patient’s life with Life Events. You can create custom life event types, activate or deactivate them, and make them unique. You also can hide sensitive life event types, change the default icons that represent the life event types, and choose the details your users see when they hover over a life event.
Show Data Sources with Custom Icons
You can supply your own icons to help users interpret information at a glance.
Customize Health Cloud Labels
If you want to change the delivered labels to suit your org, here’s a quick and easy way to that.
Translate Health Cloud Labels
The custom labels that are delivered with Health Cloud package can’t be edited, but you can override them by creating a translated version of the label.
Import Diagnosis and Procedure Codes
Use Data Loader to import industry-standard medical diagnosis and procedure codes and make them available to users in Health Cloud for pre-authorization requests.