Master Salesforce Health Cloud JAN

Explore Salesforce health cloud data models—household, clinical, health insurance and claims, care programs, social determinants, provider, and utilization management—and how they form the system's foundation for patient care and adoption.

Enable contacts to multiple accounts in your salesforce organization, install the health cloud package via appexchange, and choose a developer edition trial or production deployment.

Set up my domain in Salesforce to enable single sign-on with external providers, customize login branding, and access multiple orgs in one browser.

Verify service cloud user in setup, and assign Health Cloud permission sets to the administrator. Grant Health Cloud permissions license and Health Cloud platform to enable appointments and utilization management.

Enable person accounts in Salesforce Health Cloud by going to setup, searching for person accounts, and turning it on; note that reversion is not allowed and requires Salesforce support.

Explore how the patient card in Salesforce Health Cloud consolidates birthdates, gender, name, language, medications, and immunizations for quick access by doctors, nurses, or caregivers.

Learn how Health Cloud admins add fields to a patient card, creating a related person emergency contact, selecting API names, setting display order and limits, and validating updates.

Learn how to set up emergency contact data on the patient card by creating or selecting a related person, saving changes, and refreshing to verify.

Learn how to book patient appointments in Salesforce Health Cloud using the Salesforce Scheduler, set appointment type whether phone or video, and track bookings in related lists.

Learn to set up Salesforce scheduler by creating permission sets, assigning licenses, and configuring operating hours, locations, resources, skills, and work type groups for service appointments.

Learn to use care plans in Salesforce Health Cloud to track patient history, progress, problems, goals, and tasks, and automatically add the person to the care team.

Access and customize care plans in patient navigation, create goals for high blood sugar, assign tasks to John Doe, and build care teams using templates like diabetes and senior care.

Create and manage two care plans for a patient: a covid-19 plan with breathing and fever goals and tasks, and an Alzheimer care plan for memory and cognition.

Learn how the life events feature in Salesforce Health Cloud acts as a component and object to capture patient milestones, guiding caregivers with context on health.

Explore the life events component in Health Cloud, configuring personal life events with fields like symptoms, diagnosis, COVID positive, first vaccine, and birth to track health alongside real life events.

Demonstrates configuring patient life events in Salesforce Health Cloud, including birth dates, symptoms like COVID, and diagnoses such as Alzheimer's, shown through two example patients Lisa Green and Arnold Baker.

Health cloud's medication management reduces caregiver errors by curating current medications, reviewing them with patients, and using ICS norms to flag interactions during reconciliation.

Enable medication management and medication review settings in health cloud, then add the patient medications manager to a dedicated medication page with search, add, and sort capabilities.

Explore the medication list component, add medications (brand or generic), set quantity, route, and instructions, and assign medical reasons, delivery status, and health care provider notes in health cloud.

Navigate the medications list in the app launcher, add and edit medications with details like name, code, status, quantity, form, and identifiers, then create medication requests with priority and reasons.

Explore the households feature in Salesforce health cloud to view and manage all people, families, and organizations surrounding a patient, including adding or removing members, care team accounts, and contacts.

Master Salesforce Health Cloud: build and manage patient households, care teams, and care plans with caregiver roles, sponsors, and family member connections.

Explore Lisa Green's household with Alzheimer's and COVID-19 care plans led by April Goodman, and learn how to add a family members household.

Explore the Salesforce health data model by linking accounts for insurance and employers. List purchaser and member plans with payer details and reference numbers via the member plans object.

Create a payer account, define a Medicare plan, and link a patient to a member plan, then add the member plan as a related list on the patient page.

Explore managing member plans in Salesforce Health Cloud when the subscriber differs from the member, including creating plans, selecting payers and plans, and linking beneficiaries.

Enable caregivers to view a patient's past, present, and future health care events, including meetings, tasks, and calls, using a filter by event type and start date.

Learn to view and configure patient timelines in Health Cloud, including events and tasks, filtering by start date, adding new entries, and customizing object categories and detail fields.

Learn to add a medication prescription to a patient’s timeline in health cloud by configuring the timeline, entering medication name and date written, saving, and verifying on the patient page.