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.. 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.

2 26 Add Health Cloud Users.. 28 Configure Health Cloud Profiles.. 28 Assign Health Cloud Permissions Sets and Permission Set Licenses.. 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.. 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.

3 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.. 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.. 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.

4 117 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.. 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.. 153 Get Your Org Ready for Appointment Management.

5 154 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.. 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.

6 200 Update Prediction Model Records.. 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.. 211 Create a Custom Flow to Add Medications.. 212 Medication Management.. 212 Medication Management Data Model Additions.. 213 Enable Medication Management to Perform Medication Reconciliation.. 214 Intelligent Document Automation.. 214 Intelligent Form Reader.. 215 Manage Patient or Member Care to Improve Outcomes.. 215 Permissions Required for Care Plans.

7 218 Create Roles for Care Team Members.. 219 Customize Care Team Roles.. 220 Multiple Care Plans.. 220 Enable Care Coordinators to Create Concurrent Care Plans.. 221 Remove the Care Team from Care Plan Creation.. 222 Create Multiple Care Plan Record Types.. 222 Customize Problems and Goals.. 224 Care Gaps.. 224 Customize Tasks.. 226 ContentsCare Plan Templates Help Simplify Onboarding.. 229 Enable Users to Apply Care Plan Templates Faster.. 235 Supporting Clinical Data in Health Cloud .. 235 The Clinical Data Model and FHIR.. 237 Knowledge.. 238 Enable Knowledge Users.. 239 Create Article Types.. 240 Enable Salesforce Knowledge.. 241 Provide Assessments for Gathering Information.. 242 Enable Assessments.. 243 Set Survey Permissions.. 244 Set Up Survey Invitations.. 245 Create Email Invitations for Assessments.. 245 Update Sharing Settings for Assessments.. 246 Support and Manage Care Requests with Utilization Management.

8 247 Utilization Management Setup Checklist.. 248 Configure and Customize Care Requests.. 250 Get a Head Start on Enabling Care Requests with the Care Request Lightning Page.. 251 Support Emergency Response Management and Contact Tracing.. 251 Contact Tracing for Employees.. 254 Contact Tracing for Public Health .. 255 Use Care Programs to Track and Manage Cohorts of Patients and Members.. 256 Map External Program Enrollment Fields to Health Cloud .. 258 Manage Care Program Enrollment Flows.. 259 Register Devices or Create Shipping Requests.. 267 Remote Monitoring Patients.. 269 Set Up Remote Monitoring.. 271 Map External Fields to Health Cloud for Remote Monitoring.. 274 Register Devices or Create Shipping Requests.. 275 Set Up Care Observation Triggers.. 277 Claims.. 279 Install the Claims Data Model.. 280 Connect to Claims Data.. 280 Map Claims Data to Your Source System.. 281 Display Claims Data.. 282 Automate Key user Tasks with Flows.

9 282 Install the Flows Package.. 283 Create a Service Case Record Type.. 283 Create a Quick Action to Launch the Flow.. 284 Launch the Flow from the Health Cloud Console.. 284 Salesforce Flow for Health Cloud .. 285 Salesforce Flow for Identity Verification.. 285 Flow Screen Components.. 286 Invocable Actions in Health Cloud .. 287 ContentsManage Campaigns.. 288 Campaigns.. 289 Show Campaigns in the Timeline and Patient Card.. 289 Create a Campaign .. 290 Add a Care Program Campaign.. 291 Set Up Social Determinants to Assist High-Risk Patients and Members.. 291 Grant Access to Records for Social Determinants .. 293 Customize Picklists and Fields for Social Determinants.. 293 Add the Care Determinants Component to a Record Page.. 293 Create Care Barrier Types.. 295 Create Care Determinant Types.. 296 Create Intervention Types.. 296 Support and Manage Provider Referrals.. 296 Configure Referral Management.

10 298 Create an Approval Process.. 298 Calculate Referral Scores.. 299 Create a Trigger to Maintain Lead Visibility.. 300 Deploy Einstein Analytics.. 301 Set Up Your Org for Analytics for Healthcare and Create the App.. 302 Manage Patient Risk with Analytics for Health Cloud : Risk Stratification.. 311 Manage Device Sales.. 329 Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales.. 331 Visit Types in Intelligent Sales.. 332 user Personas for Intelligent Sales.. 333 The Intelligent Sales Data Model.. 333 Enable Intelligent Sales.. 335 Assign Permission Sets for Intelligent Sales.. 335 Set Up Visit and Inventory Access.. 336 Configure the Page Layouts for Product Transfer and Product.. 344 Set Up Data for Intelligent Sales.. 344 Mobile Users.. 351 Install the Health Cloud Package Extension for Field Service.. 352 Set Up Field Service Flows for Health Cloud .. 352 Representing People With The Individual Data Model.