Health Cloud Administration Guide

1 Health Cloud AdministrationSalesforce, Spring 22 @salesforcedocsLast updated: March 3, 2022 Copyright 2000 2022 , inc. All rights reserved. Salesforce is a registered trademark of , inc.,as are other names and marks. Other marks appearing herein may be trademarks of their respective Health Cloud .. 1 Where Do I Start with Health Cloud ?.. 5 Get to Know Health Cloud for Medtech.. 6 Get to Know Health Cloud for Payers.. 8 Get to Know Health Cloud for Pharmaceuticals and Life Sciences.. 11 Get to Know Health Cloud for Providers.

2 14 Anatomy of Health Cloud .. 18 Types of People in Health Cloud .. 20 Quick Start List for a Successful Health Cloud Implementation.. 21 Get Ready to Implement Health Cloud .. 22 Prepare to Enable Person Accounts.. 23 Enable Contacts to Multiple Accounts Settings.. 23 Enable Chatter Settings.. 24 Set Up Health Cloud .. 24 Considerations for Health Cloud Installation.. 25 Install Health Cloud Packages.. 26 Add Health Cloud Users.. 28 Configure Health Cloud Profiles.. 28 Assign Health Cloud Permissions Sets and Permission Set Licenses.

3 29 Assign or Unassign the Health Cloud Permission Set License to Many Users.. 31 Review and Assign Health Cloud Permission Sets.. 35 Set Field Access.. 40 Set up Person Accounts to Represent Health Cloud Members and Patients.. 42 Protect Your Health Data with Salesforce Shield.. 44 Control Access to Patient or Member Lists.. 45 Use Custom Metadata Settings to Configure Health Cloud .. 46 Error Messages.. 48 Import Patients.. 48 Admin App.. 53 Customize the Health Cloud Console.. 54 Switch to Lightning.

4 55 Display Information About a Patient or Member.. 57 Customize the Create External Member Fields.. 68 Refine the Householding Map for Care Coordinators.. 68 Allow Domains for Health Cloud Console.. 72 Customize the Timeline View.. 73 Manage Life Events.. 77 Show Data Sources with Custom Icons.. 80 Customize Health Cloud Labels.. 81 Translate Health Cloud Labels.. 82 Import Diagnosis and Procedure Codes.. 84 Health Cloud Apps.. 85 Customize the Health Cloud Apps in Lightning.. 86 Code Sets and Code Set Bundles.

5 87 Codings, Codeable Concepts, and Value Sets.. 88 Recommendations for Using Code Sets and Code Set Bundles.. 89 Predecessors to Code Sets and Code Set Bundles in Health Cloud .. 89 Reporting.. 90 Provide Dashboards.. 90 Provide Referral Management Reports.. 91 Experience Cloud Sites.. 92 How Patient Experience Sites Work.. 92 Enable Salesforce Digital Experiences.. 94 Which Objects are Available for Experience Cloud Users? .. 95 Experience Cloud user System Permissions.. 107 Experience Cloud Setup Checklist.

6 108 Enable Task Assignment for Site Users Created from Contacts.. 110 Use Health Cloud Empower Lightning Components.. 110 Release Your Patient or Member Experience Cloud Site as an App.. 117 Set Up and Manage Your Network of Providers.. 118 Provider Network Management.. 120 The Provider Network Management Permission Set.. 120 Provider Network Management for Site Users.. 121 The Provider Network Management Data Model.. 122 Network Participations.. 123 Provider Network Contract Management.. 125 Help Patients to Connect with Providers.

7 128 Configure Provider Search to Help People Find Providers.. 129 Set Up Provider Relationship Cards to Show Practitioner Information.. 136 Protect Personal Health Information.. 147 Define the Link Between Identity Verification Process Configuration and Flow.. 148 Set Up Search for Identity Verification.. 149 Set Up Fields for Search and Verification.. 150 Create a Flow Using the Verify Caller Identity Flow Template.. 151 Make the Identity Verification Flow Available to Agents.. 152 Intelligent Appointment Management.

8 153 Get Your Org Ready for Appointment Management.. 154 Enable Intelligent Appointment Management.. 155 Configure Visit Types.. 155 Specify the Scheduling System for a Visit Type.. 156 Provide Appointment Statuses and Status Categories.. 157 Connect Healthcare Practitioners with Facilities.. 159 Add National Provider Identifiers.. 159 ContentsSet Up Your Back-End Scheduling System.. 160 Enable Care Coordinators to Schedule Appointments for Patients.. 174 Show Assigned and Past Provider Badges.

9 175 Enable Patients to Schedule Their Own Appointments.. 176 Set up Einstein Analytics Prediction.. 195 Assign the Einstein Admin Permission Sets.. 196 Grant Schedulers Access to Appointment Time Predictions.. 197 Ensure That the Analytics Cloud Integration user Has Read-Only Access to StatusReason.. 197 Create a Tableau CRM App.. 198 Examine Attendance Insights and Predictions.. 199 Identify the Prediction ID.. 200 Modify the Appointment Management Configuration.. 200 Update Prediction Model Records.

10 201 Enable Users to Verify Patient Benefits.. 202 Check Requirements for Benefit Verification .. 203 Set up Data for Benefit Verification .. 203 Connect to a Benefit Verification Service.. 204 Configure Care Limit Requests.. 205 Show Benefit Verification in the Console.. 205 Supporting Health Cloud for Insurance.. 205 Medication Review.. 206 Supporting Medication Review.. 207 Medication Review and RxNorm Terms and Information.. 208 Medication Review Data Model.. 209 Enable Medication Review.. 211 Configure Patient Medication Manager.