Health Cloud in the Payer Sector

Design member and provider claim journeys with integrated document management to automate claim intake and reduce administrative costs with digital self-service claim tools. Manage provider claim denials, appeals, and grievances in a compliant and intuitive way using a comprehensive claims data model integrated with service codes and benefits structures.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


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Learn About Health Cloud for Payers

Get Oriented

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Get to know Health Cloud for Payers.

Salesforce Shield

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Protect patient data with Salesforce Shield.

Data Models Icon of a book

Explore the Health Cloud data models and objects that support payers.

Install the Unmanaged Packages and Grant Permissions

Related Unmanaged Packages Icon of a book Install the Care Request Extensions, Reports for Patient Referral Management, and Flow Templates for Payers packages.
Related Permission Sets and Permission Set Licenses Icon of a book Assign permission set licenses and permission sets.

Optimize the Health Cloud Console to Manage Members

Health Cloud Console Icon of a landing page Customize the console to reflect the way you manage patients.
Care Plans Icon of a landing page Create customized care plans to help members and patients achieve better outcomes.
Patient or Member Card Icon of a book Give care coordinators and managers with the basic information they need about a patient or member.
Householding Map Icon of a book

Get a comprehensive view of the patients’ household relationships.

Timelines and Life Events Icon of a book

Track your patients’ health with timeline and life events.

Social Determinants of Health Icon indicating a landing page

Capture critical social and environmental factors like homelessness and low income as barriers in the care of your patients or members.

Surveys and Assessments Icon of a book Gather information that helps you manage your patients’ or members’ health more efficiently.
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App Templates for Patients and Members Icon of a book Create your own dedicated, branded app that helps people stick with goals and get faster access to treatment.
Care Gaps Icon of a book Identify and track gaps in a person's care where the care team can make a difference.

Streamline Member Processes

Benefits and Eligibility Verification Icon of a book Help caregivers and patients reduce the time and effort it takes to find out what coverage is available under each patient's health benefits.
Medication Management Icon of a book Gain a single view of a member’s medications to streamline administration.
Intelligent Appointment Management Icon of a book Simplify agent-assisted scheduling and empower patients to schedule their own appointments.
Remote Monitoring Icon of a book Gather personalized care metric targets for each patient, making it easy to correlate care metrics and identify healthcare gaps.
Provider Relationship Management Icon indicating a landing page Let patients, members, and agents search for healthcare providers by specialty, location, and other factors.
Referral Management Icon of a landing page Help users monitor referrals from submission to closure.
Utilization Management Icon of a landing page Streamline care request reviews and evaluate reviews for medical necessity.
Intelligent Document Automation Icon of a book Streamline intake and referral conversion on a digital, HIPAA-compliant workspace

Extend Health Cloud for Payers

These features require separate licenses.

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Analytics for Healthcare Icon of a landing page Get a complete view of your data to help you deliver connected, one-to-one patient or member care
Provider Network Management Icon of a landing page Attract and retain top talent and decrease provider onboarding time.
Campaigns and Journeys Icon of a book Enroll members into journeys and campaigns with Marketing Cloud Distributed Marketing integrated into Health Cloud
Salesforce Scheduler Icon of a figure walking Let members self-schedule non-physician appointments and equipment reservations
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Intelligent Form Reader with Amazon Textract Icon of a book Help increase accuracy and efficiency by automatically extracting text from faxed documents
Field Service Lightning Icon of a figure walking Empower field care providers with mobile patient management
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Salesforce Experience Cloud provides the collaboration support for Health Cloud. Some of the collaborative features are available only when you enable Experience Cloud and create a site.

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