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
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
Set Up Remote Monitoring in Health Cloud
Map External Fields to Health Cloud for Remote Monitoring
Register and Ship Remote Monitoring Devices
Set Up Care Observation Triggers
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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Set Up Care Observation Triggers

Use process builder to create care observation triggers when a patient’s care observations don’t meet the care metric target conditions. You can create a trigger to post on Chatter or send an email to notify the user about care observations that fall out of range.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Define a process for the care observation trigger and give it a name and description.
  1. From Setup, in the Quick Find box, enter Process Builder, and then select Process Builder.
  2. Click New.
  3. Enter a name for the process. For example, Care Observation Trigger. The API Name field is autopopulated. Keep it as is.
  4. Enter a description for your process.
  5. For The process starts when, select A record changes from the picklist.
  6. Save your work.

Add an Object and When to Start the Process

  1. In the Process Builder, click +Add Object.
  2. In the Object field, select Care Observation from the picklist.
  3. For Start the process, select only when a record is created.
  4. Save your changes.

Add a Criteria for the Action

  1. Click +Add Criteria and enter a Criteria Name. For example, Value Outside Range.
  2. For Criteria for Executing Actions, select Conditions are met.
  3. Set the conditions for the criteria. For Field, select Processing Result from the picklist.
  4. For Operator, select Equal.
  5. For Type, select Picklist.
  6. For Value, select Record processed. Expected value updated. Observation Numeric Value or Outcome Positive does not meet Care Metric Target conditions.
  7. For Conditions, select All of the conditions are met (AND).
  8. Save your changes.

Set Up an Immediate Action

  1. To define an immediate action, click +Add Action.
  2. Select an action type to send a notification. For example, Post to Chatter.
  3. Enter an action name.
  4. For Post to, select User.
  5. For User, select Search for a user.
  6. Enter the name of the user and the message you want to send.
    To tailor the message for your patient, select a Merge Field.
  7. Save your changes.
  8. Click Activate.