Set up the Enhanced Analytics for Healthcare App

The Enhanced Analytics for Healthcare app includes:

• Personalized care request dashboards—designed for each user role—for monitoring and assessing outstanding care requests and reviews
• Care management dashboards that help care managers gain insights into the status of care plans and pending tasks

You can easily configure the Enhanced Analytics for Healthcare app from within Health Cloud using the Health Cloud CRM Analytics Settings page. The guided setup instructions provide simple, clear steps for all necessary tasks—including prerequisite checks and dashboard installations—all in one place. The Health Cloud CRM Analytics Settings page also provides direct links to related in-app Setup pages. After installing the app, you can embed the dashboards on the home page or Case record page, as appropriate.

• Get to Know the Enhanced Analytics for Healthcare App
  The Enhanced Analytics for Healthcare app includes dashboards for both Utilization Management analytics and Care Management analytics. Prioritize payer and provider care requests efficiently using the Utilization Management dashboards. Track and analyze team performance and task status using the Care Management dashboards.
• Check Prerequisites for the Enhanced Analytics for Healthcare App
  Before you can install and set up the Enhanced Analytics for Healthcare app, verify prerequisites such as assigning permissions and licenses.
• Install the Enhanced Analytics for Healthcare App
  Save time by installing the Enhanced Analytics for Healthcare app and its related dashboards from within Health Cloud. The Health Cloud CRM Analytics Settings page is a simplified, one-stop solution to help you install, update, or delete the app’s dashboards.
• Change Category Selections After Installing the Enhanced Analytics for Healthcare App
  Keep up with ever-changing business needs by fine tuning your Enhanced Analytics for Healthcare app. After installation, you can change category selections, and subsequently install new dashboards and update or delete existing ones. And there is no need to re-install the app, as you can change categories directly from the Health Cloud CRM Analytics Settings page.
• Update the Enhanced Analytics for Healthcare App
  Gather the best insights to fulfill operational requirements and achieve full potential of the Enhanced Analytics for Healthcare app by keeping it up-to-date with the latest version.
• Explore Additional Apps to Support CRM Analytics for Health Cloud
  Use Analytics Studio to identify and install additional interactive and visualization apps so you can drill down and explore your data, and gain valuable insights.
• Assign Permission Sets for the Enhanced Analytics for Healthcare App
  Assign permission sets to admins and users based on their required level of access to the Enhanced Analytics for Healthcare app.
• Embed Enhanced Analytics for Healthcare Dashboards
  The Enhanced Analytics for Healthcare app includes dashboards that Salesforce admins can embed in specific Lightning Experience pages.
• Create Other Versions of App
  After the initial instance of Enhanced Analytics for Healthcare app is created, you can create other versions using Analytics Studio so that your team members can use a version that meets their requirements. You can create as many versions as you need.