Recommendations for Using Code Sets and Code Set Bundles

The type and range of codes required vary across organizations. The code requirements also depend on the type of care and services organizations provide and on the terminology systems they prefer. As such, Health Cloud doesn’t pre-populate these objects with any codes from terminology systems.

As an admin, it’s up to you to populate these objects with the codes your organization needs. As the volume of required codes can be immense, we recommend that you use the Salesforce Data Loader to import code data into your orgs.

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.

Data integrity in your code database is vital to the smooth functioning of your organization. Especially if you’re in the payer industry, it’s likely that you don’t want your users to modify codes or add new ones. Such code changes can interfere with the automated approval processes you’ve set up and result in unintended authorizations. Therefore, we recommend modifying the access permissions on these objects after you populate these objects with the data your organization needs. You can give your users Read-Only access to these objects, or even prevent new record creation in them after your initial data loading.