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
Assessments vs Surveys
Provide Assessments to Analyze a Patient's Health
Provide Surveys for Gathering Feedback
Enable Surveys
Update Sharing Settings for Surveys
Create Email Invitations for Surveys
Send Survey Invitations to Patients
Set Feedback Survey Permissions
Give Users Access to Health Cloud Surveys
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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Send Survey Invitations to Patients

Invite patients to participate in a survey by sending them a link in an email. Create that email using an email template.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To view Setup and Configuration for Surveys: Read, Create, Edit, and Delete on Surveys, Survey Invitations, Survey Responses, and Survey Subjects
To give end users the ability to read and respond to surveys: Read on Surveys, Survey Invitations

AND

Read and Create on Survey Responses
  1. In Setup, find the admin permission set you want to edit, by entering Permission Sets in the Quick Find box, then selecting Permission Sets.
  2. Assign these permissions to the profiles that administer surveys
    1. Read for the Surveys object.
    2. Read, Create, Edit, and Delete for the Survey Invitations object.
  3. Next, give end users the ability to read and respond to surveys. In the Patient tab, click Care Plans | Care team | Add member to community
  4. On the Contact page, under Change Record Type, click Enable Customer User. Select Customer Community Plus for the profile.
  5. Assign these permissions to the Customer Community Plus profile:
    1. Read for the Surveys object.
    2. Read for the Survey Invitations object.
    3. Create, Read, and Update for the Survey Responses object.