Salesforce Health-Cloud-Accredited-Professional Salesforce Health Cloud Accredited Professional Exam (WI25) Exam Practice Test

To fulfill the requirement of assigning a personalized care plan based on responses from a questionnaire, the following capabilities should be leveraged:

Salesforce Surveys (C):

Facilitates the creation of custom questionnaires.

Enables care managers to record patient responses directly within Salesforce.

Integrated Care Management (B):

Uses care plans to define problems, goals, and interventions.

Automatically assigns personalized care plans based on survey responses via automation (e.g., Flows or OmniScripts).

How These Work Together:

Step 1: Care managers use Salesforce Surveys to record patient responses post-discharge.

Step 2: A configured automation (e.g., Flow) processes these responses and assigns the appropriate care plan using Integrated Care Management.

Why Other Options Are Incorrect:

A. Care Programs: Focuses on managing care program enrollments, not care plan automation.

D. Discovery Framework: Helps manage patient needs and goals but does not handle surveys or care plan assignments.

References:

Salesforce Surveys Overview

Integrated Care Management Overview

In Salesforce OmniStudio, DataRaptors and Integration Procedures are both tools designed to handle data operations, but they serve different purposes and are suited to distinct scenarios.

DataRaptors:

DataRaptors are declarative tools used to extract, transform, and load data to and from Salesforce objects. They are ideal for straightforward data operations involving a limited number of objects.

Integration Procedures:

Integration Procedures are server-side processes that execute multiple actions in a single server call. They are designed for complex data operations, especially those involving multiple data sources or requiring orchestration of various steps.

Scenario Analysis:

Option A: The dataset required needs to read two SObjects with a clearly defined relationship.

Approach: A single DataRaptor Extract can efficiently handle this scenario by utilizing relationship queries to retrieve data from two related SObjects. DataRaptors support extracting data from multiple objects, provided there is a defined relationship between them, such as a parent-child relationship.

Option B: The action must perform a SendMail task and check for any errors.

Approach: This scenario involves sending an email and handling error checking, which goes beyond simple data extraction or loading. An Integration Procedure would be more appropriate here, as it can orchestrate multiple actions, including sending emails and managing error handling.

Option C: The task requires both a read and write of SObject data.

Approach: While DataRaptors can perform both read (Extract) and write (Load) operations, if the task involves complex logic or multiple steps, an Integration Procedure might be more suitable to manage the orchestration of these actions.

Option D: The dataset requires connecting to an external data source, such as CSV or REST API.

Approach: Connecting to external data sources typically requires capabilities beyond DataRaptors. Integration Procedures can handle REST API calls and integrate external data, making them the appropriate choice for this scenario.

Best Practices:

Use DataRaptors When:

You need to perform simple CRUD operations on Salesforce data.

The data operations involve a limited number of related objects.

Minimal transformation or processing logic is required.

Use Integration Procedures When:

The process involves multiple steps or complex logic.

You need to integrate with external systems or APIs.

Error handling and conditional processing are necessary.

References:

**OmniStudio

Salesforce Shield provides the necessary tools to meet the compliance requirements of encryption at rest, activity notifications, and extensive field tracking. Below are the key considerations and practices:

Enable Salesforce Shield:

Platform Encryption: Encrypt sensitive data at rest to comply with regulations such as HIPAA and GDPR.

Field Audit Trail: Tracks changes to data, offering up to 10 years of historical data retention for auditing purposes.

Event Monitoring: Monitors user activities such as logins, data exports, and API calls to detect and respond to potential security threats.

Configure Data Classification:

Assign data sensitivity levels to fields (e.g., "Confidential," "Restricted") to help manage compliance requirements.

Use Event Monitoring:

Tracks user actions and system usage to ensure transparency and accountability, which is essential for audits.

Why Other Options Are Incorrect:

A: Security Health Check and Data Loss Prevention policies are useful but do not address encryption or comprehensive compliance tracking.

B: Two-factor authentication enhances security but does not address monitoring or extensive field tracking.

D: Role hierarchy and IP restrictions control access but do not address encryption, tracking, or activity monitoring.

References:

Salesforce Shield Overview

Event Monitoring Documentation

To enhance the performance and scalability of the Provider Search feature in Salesforce Health Cloud, particularly for a pharmaceutical company aiming to assist patients in locating nearby infusion clinics, leveraging the Data Processing Engine (DPE) is essential.

Data Processing Engine (DPE):

The Data Processing Engine is a robust tool within Salesforce Health Cloud designed to efficiently handle and transform large datasets. In the context of Provider Search, DPE plays a pivotal role by:

Data Transformation: DPE processes and transforms provider data into a structured format, making it readily searchable. This transformation ensures that complex datasets are optimized for quick retrieval during user searches.

Performance Enhancement: By pre-processing and indexing provider information, DPE significantly reduces the time required to execute search queries. This leads to faster response times, enhancing user experience.

Scalability: DPE is designed to handle large volumes of data, ensuring that as the number of providers or clinics increases, the system maintains optimal performance without degradation.

Implementation Steps:

Enable Data Pipelines: Assign the Data Pipelines Base User permission set to the Health Cloud user responsible for enabling Provider Search. Then, activate Data Pipelines in the system settings.

Salesforce

Configure Provider Search: After enabling Data Pipelines, set up the Provider Search feature by defining the necessary parameters and ensuring that the provider data is correctly mapped and transformed using DPE.

Salesforce

Data Synchronization: Ensure that provider data is regularly synchronized and updated to reflect any changes, maintaining the accuracy and reliability of the search results.

Salesforce

By integrating the Data Processing Engine into the Provider Search setup, the pharmaceutical company can offer patients a swift and reliable tool to locate nearby infusion clinics, thereby improving patient satisfaction and operational efficiency.

References:

Enable Performance and Scalability for Provider Search

Set Up Provider Search in Health Cloud

Bloomington Caregivers is transitioning from the legacy Health Cloud Electronic Health Record (EHR) data model to the FHIR R4-aligned Clinical Data Model. This migration enhances interoperability and aligns with current healthcare data standards. The following steps are essential for a successful transition:

Utilize the Health Cloud Clinical Transition Tool (Answer A):

Purpose: Salesforce provides the Health Cloud Clinical Transition tool to facilitate the migration from the legacy EHR data model to the FHIR R4-aligned Clinical Data Model.

Functionality: This tool automates the migration process by mapping legacy EHR objects to their corresponding FHIR R4-aligned Clinical Data Model objects, ensuring data integrity and consistency.

Implementation Steps:

Preparation: Review existing data to identify the scope of migration and ensure data quality.

Execution: Run the Clinical Transition tool to perform the automated mapping and data migration.

Validation: Verify the migrated data to ensure accuracy and completeness.

For a provider to gain a comprehensive view of a patient’s prescriptions and history, Salesforce Health Cloud’s Medication Management capability is the best solution.

Comprehensive Prescription Tracking:

Provides a unified view of a patient’s current medications, prescription history, and dosages.

Facilitates collaboration across care teams to monitor adherence and prevent adverse drug interactions.

Improving Health Outcomes:

Enables providers to assess medication efficacy and make informed adjustments to treatment plans.

Identifies gaps in prescription adherence to improve patient outcomes.

FHIR-Standard Data Compatibility:

Supports FHIR resources like MedicationRequest and MedicationStatement for integrating with EHR systems.

A. Virtual Care: Focuses on telehealth and remote patient monitoring, not prescription tracking.

B. Integrated Care Management: While useful for care coordination, it does not specifically address prescription tracking.

D. Intelligent Appointment Management: This feature aids in scheduling and patient flow but is unrelated to medication history.

Health Cloud Medication Management

Clinical Data in Salesforce Health Cloud

Key Features of Medication Management:Why Other Options Are Less Relevant:References:

Tracking socioeconomic and cultural barriers that could hinder a patient's progress requires Salesforce Health Cloud’s Social Determinants of Health (SDoH) capability.

Comprehensive Patient View:

Captures data on factors like income, education, housing, and transportation that influence health outcomes.

Risk Identification:

Identifies potential barriers and integrates them into care plans, enabling proactive intervention.

Care Coordination:

Helps care teams design support services and interventions tailored to individual patient needs.

B. Clinical Barriers: While useful, this focuses on clinical obstacles rather than broader socioeconomic factors.

C. Utilization Management: Centers on managing care authorizations, not patient barriers.

D. Care Blockers: Not a formal Health Cloud capability; overlaps conceptually with SDoH.

Key Features of Social Determinants of Health:Why Other Options Are Less Suitable:References:

Salesforce Social Determinants of Health Overview

To change the formatting of a field element in an OmniStudio FlexCard to use the Times New Roman font and a red color, the following approaches are viable:

Custom CSS can be applied to define specific styling for field elements in a FlexCard.

CSS rules can specify the font family (Times New Roman) and color (red) precisely, providing complete control over design details.

Example:

1. Write Custom CSS (B):.my-custom-class {

font-family: "Times New Roman", serif;

color: red;

}

This CSS class can be referenced in the FlexCard configuration.

The Field Style section in the FlexCard Designer allows designers to set styling properties directly.

Font family and color are common options available in the Field Style configuration, making it straightforward to apply basic formatting changes without writing code.

2. Make Edits to Field Style (D):Why Other Options Are Incorrect:

A. Make edits to Field Properties: Field Properties control functional aspects of the field (e.g., field type or source) rather than styling.

C. Make edits to Setup Panel: The Setup Panel configures overall FlexCard settings but does not handle individual field styling.

References:

OmniStudio FlexCard Designer Documentation

Custom Styling in OmniStudio

For a payer implementing Health Cloud, leveraging predefined rules for prior authorization reviews can significantly improve efficiency and speed. Salesforce Health Cloud provides Expression Set Templates as an out-of-the-box feature to achieve this.

Predefined Rules:

Expression Set Templates come with prebuilt rule sets that can evaluate conditions, making them ideal for automating prior authorization request reviews.

Customizable Logic:

While they provide predefined logic, templates can also be customized to align with specific payer policies or regulatory requirements.

Faster Implementation:

Using out-of-the-box templates accelerates time-to-value, as they require minimal configuration compared to building rules from scratch.

A. Integration Procedures: Focuses on data integration and server-side processing but does not address predefined rules for authorization reviews.

C. FlexCards: Provides UI components for displaying information but does not support rule evaluation.

D. OmniScript Templates: Useful for guided workflows but not specifically for predefined rule management.

Key Features of Expression Set Templates:Why Other Options Are Less Suitable:References:

Expression Sets in Salesforce Health Cloud

To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.

Correct Features Explanation:

Medication Reconciliation:

This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.

By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.

Medication Review:

This involves reviewing the patient's entire medication list to assess safety, appropriateness, and effectiveness.

Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.

Why Other Options Are Incorrect:

A. Medication Audit:While this could involve reviewing medication-related data, it is not a standard Health Cloud feature designed for drug-to-drug interaction detection or medication tracking.

D. Medication Administration:This feature focuses on the administration of drugs to patients, such as documenting doses and timing, and does not handle tracking or interaction detection in a standardized way.

Key Benefits of the Correct Features:

Ensuring Patient Safety: Tracks and reconciles medications to avoid harmful drug interactions.

Standardized Format: Maintains consistent records, compliant with healthcare regulations like HIPAA and FHIR standards.

Improved Coordination: Enables care teams to collaborate effectively in managing patient medications.

References:

Administer Health Cloud

Salesforce Health Cloud Medication Management Features Documentation

Salesforce FHIR Compliance Guide for Standardized Health Data

The HCProvider360 FlexCard is the most suitable feature to implement when Bloomington Caregivers wants to display highlighted information about providers, such as their contact details and specialties, in one centralized location.

Comprehensive View:

The HCProvider360 FlexCard is designed to aggregate and display critical provider information, including:

Contact details (phone, email, etc.).

Provider specialty.

Facility-specific information.

Flexibility:

As a part of OmniStudio FlexCards, this feature can be customized to pull data from multiple objects and display it in a clean, user-friendly interface.

Efficiency for Users:

End users can quickly view provider information without navigating through multiple pages or objects, enhancing productivity and reducing complexity.

Navigate to OmniStudio and create or customize the HCProvider360 FlexCard.

Configure data sources to fetch provider details and facility relationships.

Add the FlexCard to the appropriate Lightning page using Experience Builder or App Builder.

Provider Network Management (Option A): Focused on managing the network of providers rather than presenting detailed information in a centralized view.

Provider Relationship Card (Option B): Shows relationships but lacks the customization and detail aggregation capabilities of the HCProvider360 FlexCard.

Facility Relationship Center (Option D): More suited for visualizing facility-related relationships rather than highlighting provider information.

Why HCProvider360 FlexCard?Implementation Steps:Other Options Reviewed:References:

OmniStudio FlexCards Overview

HCProvider360 FlexCard Documentation

A Conditional Block in an Integration Procedure allows you to execute a group of actions based on specific conditions. This means that certain steps within the procedure will only run when predefined criteria are met, enabling dynamic and context-sensitive processing.

Implementation Steps:

Identify the Condition:

Determine the specific condition under which the email with the new address should be sent. For instance, if the appointment is booked at the new location, the condition could be based on the location ID or name.

Configure the Conditional Block:

Add a Conditional Block: Within your Integration Procedure, insert a Conditional Block where you want the conditional logic to apply.

Set the Execution Conditional Formula: Define the condition that evaluates to true when the email should be sent. For example, if the new location has an ID of 'New_Location_ID', the formula might be:

shell

Copy code

%AppointmentLocationId% == 'New_Location_ID'

Add Actions Within the Conditional Block: Inside this block, include the necessary actions to send the email. This could involve:

Set Values Action: To define the email content, including the new address.

Email Action: To send the email to the patient.

Test the Integration Procedure:

Ensure that when an appointment is booked at the new location, the condition evaluates to true, triggering the email. Conversely, verify that appointments at other locations do not trigger this email.

Benefits of Using Conditional Blocks:

Dynamic Processing: Executes specific actions only when certain conditions are met, enhancing efficiency.

Simplified Logic Management: Organizes conditional logic within the Integration Procedure, making it easier to manage and maintain.

Improved Performance: By executing only necessary actions, it reduces processing time and resource consumption.

References:

Create a Conditional Block Example with If-Elseif-Else Logic: This Salesforce Help article provides a detailed example of configuring a Conditional Block within an Integration Procedure, demonstrating how to execute actions based on specific conditions.

Salesforce

Group Integration Procedure Steps Using Blocks: This resource explains how to group related steps in an Integration Procedure using blocks, including Conditional Blocks, to execute them based on defined conditions.

Salesforce

By adding a Conditional Block to the Create Appointment Integration Procedure, you can ensure that patients receive an email with the new office address only when they book an appointment at the new location, thereby enhancing communication and patient experience.

When an end user is unable to view certain data on the Enhanced Timeline for Contact Center during User Acceptance Testing (UAT), the primary step in troubleshooting should be to verify that the user possesses the appropriate object permissions.

Understanding Object Permissions:

Purpose: Object permissions determine a user's ability to create, read, edit, or delete records of a particular object within Salesforce.

Types of Permissions:

Read: Allows users to view records.

Create: Permits users to add new records.

Edit: Enables users to modify existing records.

Delete: Grants users the ability to remove records.

Troubleshooting Steps:

Verify User's Profile and Permission Sets:

Profiles: Check the user's assigned profile to ensure it includes the necessary object permissions for the data intended to be displayed on the Enhanced Timeline.

Permission Sets: Review any permission sets assigned to the user that might grant additional object permissions.

Ensure Field-Level Security:

Confirm that field-level security settings permit the user to access the specific fields associated with the timeline data.

Check Sharing Settings:

Assess the organization's sharing rules and settings to ensure the user has the requisite access to the records in question.

References:

Salesforce Security Guide: For detailed information on configuring object permissions and ensuring proper access controls, consult the Salesforce Security Guide: Salesforce Security Guide

Conclusion:

Ensuring that users have the correct object permissions is crucial for accessing data on the Enhanced Timeline. By verifying and configuring these permissions appropriately, administrators can resolve visibility issues and enhance user experience during UAT.

Salesforce Shield is a robust security suite designed to ensure data encryption, monitoring, and auditing compliance for sensitive data, including files stored in Salesforce. In a full sandbox environment where data encryption is crucial, Shield’s Platform Encryption is the ideal solution.

Features of Salesforce Shield Platform Encryption:

Encrypts files and attachments stored in Salesforce.

Protects sensitive data such as personally identifiable information (PII) to comply with regulations like HIPAA.

Ensures encryption persists even when files are exported or shared outside the Salesforce environment.

Why Other Options Are Incorrect:

Classic Encryption: Limited to custom text fields, lacks support for files or advanced use cases.

Industry Data Security: Focused on data classification and access control, not encryption.

Salesforce Data Mask: Used to mask data in sandboxes for testing, not encrypt files.

References:

Salesforce Shield Platform Encryption Guide

Salesforce Security Guide

CRM Analytics for Health Cloud (formerly Tableau CRM) is a powerful analytics platform integrated into Salesforce that extends the reporting capabilities of Health Cloud. It allows organizations to gain actionable insights into care plan adherence across facilities and provides advanced visualization and tracking features.

Key Features of CRM Analytics for Health Cloud:

Prebuilt Dashboards: Includes dashboards tailored for healthcare scenarios, such as care program adherence and patient outcomes.

Customizable Analytics: Enables creating custom reports to monitor adherence trends across multiple facilities.

AI-Powered Insights: Provides predictive insights to improve care plan management.

Why Other Options Are Incorrect:

A. Care Management Extension: Does not focus on reporting; it provides additional care coordination functionalities.

C. Insights for Health Cloud: This option is not a Salesforce feature for reporting or analytics.

D. Reporting Unmanaged Package: While it provides prebuilt reports, it lacks the advanced analytics and visualization of CRM Analytics.

References:

CRM Analytics for Health Cloud

Health Cloud Analytics

When onboarding a new business unit to Health Cloud while protecting sensitive data for the existing Service Cloud users, adjusting Organization-Wide Defaults (OWD) is critical.

Health Details to Controlled by Parent or Private:

Ensures that only users with appropriate access to parent records (e.g., Person Accounts or Cases) can view sensitive health-related information.

Person Accounts to Private:

Restricts visibility of patient data at the account level, limiting access to users within the appropriate Health Cloud business unit.

Related Clinical Objects to Controlled by Parent or Private:

Applies restricted access to clinical objects like care plans, conditions, and encounters to ensure that PHI is not accessible to Service Cloud users.

B. Account and Contract to Private: Relevant for managing non-healthcare data but not directly tied to PHI protection.

D. Contact to Controlled by Parent: While this helps manage access to contact data, it does not address broader clinical objects or PHI.

Recommended Settings:Why Other Options Are Less Suitable:References:

Salesforce Health Cloud Security Best Practices

Using External Objects is the most efficient integration pattern for managing large volumes of data, such as claims. In this scenario, the claims data resides in an external system, and fetching 10 million records annually into Salesforce is neither scalable nor cost-effective. External Objects allow Salesforce users to access the data on demand without storing it in Salesforce.

Key Features of External Objects:

Real-Time Access: Fetches claims data directly from the external system when a patient’s record is accessed.

Storage Efficiency: Avoids consuming Salesforce storage limits by not importing the data.

Flexible Integration: External data sources such as OData can be configured to integrate with Salesforce.

Why Other Options Are Incorrect:

A. Nightly Job: Importing all claims into Salesforce daily would require excessive storage and processing resources.

B. ESB Load: Loading claims into Salesforce via an ESB introduces similar storage concerns as Option A.

C. Callout on Demand: While possible, storing claims data in Salesforce after a callout defeats the purpose of on-demand integration.

References:

External Objects in Salesforce

Integrating External Data with Salesforce Connect

In Salesforce Health Cloud, granting access to patient data for healthcare providers or supporting personnel is efficiently managed through Care Teams.

Key Details:

Care Teams in Health Cloud:

A Care Team represents the group of professionals supporting a patient.

Access levels (Read or Read/Write) can be explicitly granted to Care Team members.

Implementation Steps:

Navigate to the patient's record in Health Cloud.

Open the Care Team section and add the respiratory therapist.

Assign the appropriate Role (e.g., Respiratory Therapist).

Specify the required access level (Read or Read/Write).

Why Care Teams Are Preferred:

Specific Roles: Clearly defines the roles of individuals supporting the patient.

Access Flexibility: Provides fine-grained control over access to patient data.

Why Other Options Are Incorrect:

A and C (Account Team): Account Teams are not designed for patient care management and lack the granularity required for healthcare scenarios.

D (Care Team with Default Access): Default access is not automatically granted; permissions must be explicitly defined.

Supporting Documentation:

Manage Care Teams in Health Cloud (help.salesforce.com)

Role-Based Access in Health Cloud (developer.salesforce.com)

By leveraging Care Teams and assigning appropriate permissions, administrators can efficiently manage access to sensitive patient data while maintaining compliance with privacy regulations.

In Salesforce Health Cloud, Person Accounts represent a combination of Account and Contact records. Ensuring that a user accessing a Person Account has appropriate access to both the Account and associated Contact is essential for seamless functionality.

Controlled by Parent Setting:

When Contacts are set to Controlled by Parent, the access to Contact records is directly inherited from the parent Account. This simplifies access management, ensuring that if a user has access to the Account, they automatically gain equivalent access to its associated Contact records.

This approach aligns with Health Cloud's best practices for managing Person Accounts, where consistent access to both the Account and Contact components of a Person Account is crucial.

Why Not the Other Options?

A. Set Modify All on the Account object at the Profile level: This grants unrestricted access to all Account records, which may violate security and privacy principles, particularly in healthcare settings (e.g., HIPAA compliance).

B. Set Private for the Contact object: Setting Contacts to Private could restrict access to essential information within Person Accounts, contradicting the need for full access to the entire record.

D. Set the organization-wide default to Public Read Write for the Account object: This would expose all Account records to all users, creating significant data security risks.

Best Practice: Using Controlled by Parent ensures adherence to healthcare compliance standards while simplifying data visibility management within the Health Cloud ecosystem.

References:

Salesforce Security Guide

Health Cloud Person Account Best Practices

To optimize workflows for a payer’s call center, conducting a discovery phase requires identifying key pain points, inefficiencies, and opportunities.

Identify Personas and Walk Through a Day in Their Life:

Engage call center agents and supervisors who handle prior authorization requests and ask them to describe their daily processes, challenges, and tools used.

Take detailed notes to map out existing workflows and pinpoint inefficiencies. This approach provides insights into real-world challenges, helping to design tailored workflows that address bottlenecks.

Why Other Options Are Incorrect:

B. Build a proof of concept to present to the client and ask them for feedback:Building a proof of concept comes later, after completing discovery and requirements gathering.

C. Research industry trends and develop a point of view, then present it to the customer for validation:While understanding industry trends is useful, presenting pre-determined workflows without first understanding the customer’s specific needs risks misalignment.

D. Use work from another project to inform the discovery, then review it with the IT department:Reusing workflows from another project may not address the unique needs of this customer’s call center processes.

References:

Salesforce Health Cloud Use Case Discovery Best Practices

Administer Health Cloud

In Salesforce Health Cloud, to track a patient's relationships with multiple healthcare providers such as a cardiologist, primary care physician, and oncologist, the Patient Provider Relationship object is the appropriate choice.

Understanding the Patient Provider Relationship Object:

Purpose:

The Patient Provider Relationship object is designed to represent and manage the associations between patients (contacts) and their healthcare providers (practitioners).

It facilitates the documentation of various roles that providers play in a patient's care, enabling a comprehensive view of the patient's healthcare network.

Functionality:

This object allows healthcare organizations to record and monitor the specific relationships between patients and providers, including details such as the type of care provided, duration of the relationship, and any relevant notes.

By utilizing this object, organizations can ensure accurate and up-to-date records of all healthcare professionals involved in a patient's care, supporting coordinated and efficient care delivery.

Implementing Patient Provider Relationships:

Configuration Steps:

Define Relationship Types:

Customize the relationship types to reflect various provider roles, such as cardiologist, primary care physician, and oncologist.

Establish Relationships:

For each patient, create records in the Patient Provider Relationship object to link them with their respective providers, specifying the role and any pertinent details.

Maintain and Update Records:

Regularly update these relationships to reflect any changes in the patient's care team, ensuring that the information remains current and accurate.

By leveraging the Patient Provider Relationship object, healthcare organizations can effectively manage and visualize the network of providers associated with each patient, enhancing care coordination and patient outcomes.

References:

Provider Relationship Management | Salesforce Health Cloud Developer Guide

Track Complex Household Roles and Relationships in Health Cloud

To model associated physicians in Health Cloud, Salesforce recommends using a combination of Healthcare Practitioner and Healthcare Provider objects. These objects are tailored to manage data related to healthcare professionals effectively.

Healthcare Practitioner:

Represents individual practitioners like doctors or specialists.

Tracks specific details, such as credentials, specialties, and associated organizations.

Ideal for modeling the clinic's associated physicians.

Healthcare Provider:

Represents the healthcare organizations or facilities with which the practitioners are associated.

Helps establish relationships between practitioners and the broader healthcare ecosystem.

Why Other Options Are Incorrect:

Contact: While Contacts can represent individuals, they lack the specialized fields and relationships provided by Healthcare Practitioner and Provider objects.

Person Account: Primarily used to represent patients, not physicians or healthcare entities.

References:

Health Cloud Data Model for Providers

Salesforce Architect: Healthcare Practitioner Object

The pharma company needs to coordinate complex, multistep processes involved in personalized medicine programs, such as apheresis and infusion. Advanced Therapy Management (ATM) in Salesforce Health Cloud is specifically designed to address such requirements.

Orchestrating Complex Workflows:

ATM enables organizations to manage and automate end-to-end workflows for advanced therapies, including CAR-T cell therapies and other personalized medicine programs.

Tracking Key Steps:

Tracks all critical steps in the patient’s therapy journey, such as cell collection (apheresis), manufacturing, shipping, and infusion back into the patient.

Collaboration Across Stakeholders:

Facilitates real-time communication and collaboration among healthcare providers, manufacturers, and logistics partners.

End-to-End Visibility:

Provides a holistic view of the therapy process, ensuring transparency and reducing delays.

Compliance with Regulations:

Ensures that all data is tracked and managed securely, supporting compliance with healthcare regulations like HIPAA and GDPR.

Patient-Centric Care:

Enables personalized tracking and reporting to deliver better patient outcomes.

Features of Advanced Therapy Management:Benefits for Personalized Medicine Programs:References:

Advanced Therapy Management Overview

Salesforce Health Cloud Use Cases

Bloomington Caregivers, utilizing Salesforce Health Cloud, seeks to integrate with an external payer system to facilitate electronic requests for care services. To achieve this, the following business-level APIs are recommended:

1. Prior Authorization API

The Prior Authorization API enables healthcare providers to submit electronic requests for approval of specific medical services or treatments before they are provided. This process ensures that the proposed care is medically necessary and covered under the patient's insurance plan, thereby reducing delays and administrative burdens associated with manual authorization processes. Implementing this API streamlines communication between providers and payers, enhancing efficiency and patient care.

2. Referral Request API

The Referral Request API allows healthcare providers to electronically submit referrals for patients to receive specialist services or additional medical evaluations. This API ensures that referrals are processed promptly, facilitating timely access to necessary care for patients. By automating the referral process, it reduces paperwork and potential errors, improving coordination between primary care providers, specialists, and payers.

3. Care Services API

The Care Services API supports the management and coordination of various healthcare services provided to patients. It enables the electronic submission and tracking of service requests, such as home health care, medical equipment provision, or therapy sessions. This API ensures that all parties, including providers and payers, have up-to-date information on the services being rendered, promoting seamless care coordination and efficient resource utilization.

References:

For detailed information on Health Cloud Business APIs, including those for Prior Authorization, Referral Requests, and Care Services, refer to the Salesforce Health Cloud Developer Guide:

Salesforce Developers

To understand how these APIs integrate with external systems and the benefits they offer in streamlining healthcare operations, consult the Salesforce Healthcare API documentation:

Salesforce Developers

Implementing these APIs will enable Bloomington Caregivers to efficiently manage electronic requests for care services, ensuring timely approvals and coordinated care delivery.

Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.

1. Integrate Using MuleSoft Direct for Electronic Prior Authorizations (ePA):

MuleSoft Direct for Health Cloud facilitates seamless integration between Electronic Health Record (EHR) systems and Health Cloud. This integration enables providers to electronically submit and track prior authorization requests, eliminating manual processes and reducing decision times. By leveraging electronic prior authorization (ePA), healthcare organizations can automate workflows, ensure timely approvals, and enhance patient care delivery.

Salesforce

2. Customize the Service Request Object:

The Service Request object in Health Cloud serves as a central repository for managing various patient-related requests, including prior authorizations. Customizing this object allows organizations to align the authorization process with their specific business requirements. Enhancements may include adding custom fields to capture necessary clinical information, modifying page layouts for improved user experience, and implementing validation rules to ensure data accuracy. Such customizations facilitate efficient tracking and management of authorization requests, ensuring that all relevant information is readily accessible to care teams.

References:

Get Started with Health Cloud Utilization Management

Manage Authorization Requests in a Provider’s Office

When deploying the Enhanced Timeline in Salesforce Health Cloud, administrators must ensure that all necessary objects, including custom objects, are properly configured and added to the Timeline. For tracking caregiver preferences, the steps include:

Add the Custom Object to the Timeline (Option A):

After the Enhanced Timeline is deployed, administrators must add the custom object (e.g., Caregiver Preferences) to the Timeline configuration.

This involves mapping the fields and interactions from the custom object to the Timeline's data source, ensuring they appear in the Enhanced Timeline.

Steps to Add Custom Objects to the Timeline:

Navigate to Setup > Timeline Configuration.

Select the desired Timeline view or create a new one.

Add the custom object as a Timeline Entry Type and configure the relevant fields.

Save the configuration and ensure it is applied to the Enhanced Timeline component.

Option B: The Timeline component must already be added to the Lightning page before additional configuration steps.

Option C: Permissions to view the Timeline are set up earlier during deployment, not as a post-deployment step.

Option D: The Timeline component activation occurs during page configuration and deployment.

Key Actions Post-Deployment:Other Options Reviewed:References:

Enhanced Timeline Configuration Guide

Customizing Timelines in Salesforce Health Cloud

To address the use case of creating a UI component for a MedTech company that displays customer data, allows initiating a new order process, and displays available products for purchase, the following OmniStudio capabilities are required:

1. Integration Procedures:

Purpose: Integration Procedures handle server-side logic by connecting with external systems, databases, or Salesforce objects to fetch or update data efficiently.

Role in Use Case: The new order process will likely require data from external systems, such as a product catalog or inventory system. Integration Procedures are ideal for orchestrating these back-end calls and consolidating data to display product availability or order information.

Key Features:

Perform complex, multi-step actions in a single server call.

Fetch data asynchronously, improving UI performance.