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
Get Started with Intelligent Appointment Management
Get Your Org Ready for Intelligent Appointment Management
Enable Intelligent Appointment Management
Create Call Center Agent and Care Coordinator Users
Enable Care Coordinators to Schedule Appointments for Patients
Show Assigned and Past Provider Badges
Configure Visit Types
Add National Provider Identifiers
Connect Healthcare Practitioners with Facilities
Create Care Specialty Records
Create Care Provider Facility Specialty Records
Link a Visit Type to a Care Specialty
Provide Appointment Statuses and Status Categories
Set Up Reciprocal Roles and Relationships for Intelligent Appointment Management
Create Work Type Code Set Bundles for Scheduling
Create Appointment Reasons and Engagement Channel Types
Set Up Your Back-End Scheduling System
Configure Intelligent Appointment Management Component
Enable Patients to Schedule Their Own Appointments
Appointment Guidance
Reduce Patient No-Shows with CRM Analytics Prediction
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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Get Your Org Ready for Intelligent Appointment Management

Before you use Intelligent Appointment Management, make sure you enable Provider Search and set up data for providers. Store provider and facility information in the Healthcare Provider object, and add information about the providers’ areas of specialization in the Healthcare Provider Specialty object.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use Health Cloud: Health Cloud Foundation
To use Health Cloud console: Health Cloud Standard
To enable Provider Search: Data Pipelines Base User
To use Intelligent Appointment Management: Health Cloud Appointment Management
Before you set up Intelligent Appointment Management, complete these steps.
  1. Ensure that Person Accounts are enabled and configured for Health Cloud.
  2. Enable Data Pipelines.
    1. From Setup, in the Quick Find box, enter Data Pipelines, then select Getting Started.
    2. Turn on Data Pipelines.
  3. Enable Provider Search.
    1. From Setup, in the Quick Find box, enter Provider Search, then select Provider Search Settings.
    2. Turn on Provider Search.
  4. Consider setting up sharing settings to define your default internal access to Public Read Only for objects used in Intelligent Appointment Management.
    Some of these objects are: Care Provider Searchable Field, Healthcare Practitioner Facility, Healthcare Provider, Service Resource, Service Territory, and Work Type.
  5. Create a Healthcare Provider record for each facility (Account) record.
    Make sure each facility is represented as a business account.
  6. Create a Healthcare Provider record for each practitioner record.
    Practitioners can be represented as person accounts or contacts.

    While creating a Healthcare Provider record, make sure to leave the Account field empty. Populating both the Account and Practitioner fields can cause provider search sync issues.

    Note

  7. Associate practitioners with their specialties by creating a Care Provider Facility Specialty record for each Healthcare Practitioner Facility record. In a later task, you associate visit types with these specialties.
  8. Check that the patient record layout includes the mailing address field.
    The mailing address field on the patient’s record is used for the driving distance filter.

Now you’re ready to enable Intelligent Appointment Management. Then you can complete additional setup tasks, including setting up profiles and user records for your call center agents and care coordinators.