Salesforce Health Cloud¶
Salesforce Health Cloud provides a rich set of standard and custom objects to store and access specialized health information.
Licenses¶
More details to be added.
Documentation¶
Features¶
Intelligent Documentation Automation¶
Simplify the document management process, reduce manual data entry, and get patients the right care and services faster by managing patient and member forms all in one place, from intake through processing.
Patients can upload their own documents on an Experience Cloud site. You can route forms automatically to the right queue for faster review and processing in a digital, HIPAA-compliant workspace.
Object In Use¶
- ReceivedDocument: Represents a request to perform various operations on a document, including rotation, splitting, or extracting text.
- ReceivedDocumentType: Acts as a link between the Received Document and Document Type entities.
- OcrDocumentScanResult: Details the outcome of a document following the application of Optical Character Recognition (OCR) technology.
- DocumentChecklistItem: Denotes an item on the checklist for uploading documentation files.
Health Assessments¶
Health Cloud Assessments use the power of Discovery Framework and OmniStudio to build more complex questionnaire paths.
Object In Use¶
- AssessmentEnvelope: Represents information about an envelope that contains the assessments related to a user. For example, you can create an envelope that contains assessments for a patient or a caregiver related to depression or anxiety.
- AssessmentEnvelopeItem: Describes an individual item within an assessment envelope, which includes assessments targeting user-specific issues, like depression or anxiety. This allows for the detailed capture and tracking of particular assessments within a broader evaluative framework.
Intelligent Appointment Management¶
Scheduling and managing appointments is at the center of key patient engagement processes such as patient intake, cost estimation of services, patient education, and post-visit surveys.
With the Health Cloud Intelligent Appointment Management's easy-to-use console, call center agents and care coordinators can efficiently and accurately schedule appointments.
This feature is using OmniStudio.
Alternatives:¶
- Salesforce Scheduler (Add-on)
- Third party application from App Exchange
Object In Use¶
- AssessmentEnvelope: Represents information about an envelope that contains the assessments related to a user. For example, you can create an envelope that contains assessments for a patient or a caregiver related to depression or anxiety.
- AssessmentEnvelopeItem: Describes an individual item within an assessment envelope, which includes assessments targeting user-specific issues, like depression or anxiety. This allows for the detailed capture and tracking of particular assessments within a broader evaluative framework.
Data Model¶
Advanced Therapy Management¶
Advanced Therapy Management helps streamline complex procedures that involve multiple appointments across different locations.\
Use Advanced Therapy Management’s Multi-Step Scheduling solution for easy scheduling of appointments for program participants.
Configure procedure steps based on lead times and set up affiliated service territories to establish where work types are sequentially performed.
Official Documentation
Benefit Verification¶
The benefits verification data model supports providers, payers, and life sciences organizations in determining benefits coverage for services and products provided.

Care Management¶
Clinical data from electronic health records (EHR) or other clinical systems is critical to planning, executing, and managing coordinated care plans for patients. You can integrate clinical data with Salesforce using several standard APIs to map messages from EHR systems into Health Cloud objects and fields.

Care Program Management¶
Drive increased adherence and improve patient outcomes using the care program management data model. Now you can enroll and manage patients to achieve the maximum impact of your programs.

Claims¶
A claim is information submitted to an individual's health insurance company by an entity providing a service, medication or device.

Health Insurance¶
The health insurance data model provides objects for managing the ways care is paid for. It represents information about participants such as employment, insurance coverage, and dependents. You can manage details of the benefits provided by plans to members and treatment preauthorization requests made by members or providers.

Home Health¶
The Home Health data model helps you store data for your organization’s home healthcare services. You can store the preferences patients have for their services, the skills your resources possess, the details of each home visit, and so on. The Home Health data model is primarily built over the Salesforce Field Service data model and uses many of its objects.

Integrated Care Management¶
Integrated Care Management provides an improved data model to store clinical data related to a patient or member’s care plans. This data model is both USCDI and FHIR R4-aligned, which helps with your system’s interoperability.
With the objects in this data model, you can define a PGI library for your organization’s care plans, define care plan templates, and store care plans for patients or members. You can also store other information like episodes of care.

Intelligent Appointment Management¶
Health Cloud integrates with a customer’s appointment management system to provide a patient appointment booking experience in Salesforce for call center agents and care coordinators. The Health Cloud data model for appointments enables you to work with multiple source systems operating on different electronic health record platforms.

Medication Management¶
The Medication Management data model provides objects to enable providers, care coordinators, and clinicians to perform a medication reconciliation and medication therapy review of their patients’ medication regimen. \ The data model provides objects for managing information on medication reconciliations, medication recommendations, and comprehensive and targeted medication reviews conducted for patients.

Provider Network Management¶
Provider Network Management allows health insurance companies to bring providers into their network and helps members or patients find care that fits their needs. It provides objects for managing provider networks and contract payment agreement terms.

Remote Monitoring and Device Registration¶
The remote monitoring and device registration data model provides objects for managing data collected from devices issued to patients or program members, such as smart watches and heart monitors.
