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          Set Up Public Health Case Deduplication

          Set Up Public Health Case Deduplication

          Help your users manage public health responses efficiently by maintaining clean and accurate data. To resolve duplicate public health case records, turn on Deduplication of Disease Surveillance Records in Setup. Unify your data across systems by enabling Data 360. Then, install the required data kits and configure the Identify and Resolve Duplicate Disease Cases flow. Finally, embed the flow on the case record page.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud and Data 360

           
          User Permissions Needed
          To use Data 360: Data Coud Architect and Data Cloud User permission sets
          To access Health Cloud objects: Health Cloud Foundation permission set

          Before you start setting up deduplication for public health cases, make sure that you complete these prerequisites.

          1. From Setup, in the Quick Find box, enter Public Health Settings and select Public Health Settings.
          2. Turn on Deduplication of Disease Surveillance Records.
          3. Turn on Data 360.
          4. To access the Unified Public Health Case data model object (DMO), data streams, data lake objects, and data transforms, deploy the HealthCloud Administration, HealthCloud Clinical, and Disease Surveillance data kits.
            1. From Data Cloud Setup, in the Quick Find box, enter Data Kits and select Data Kits.
            2. Find and select HealthCloud Administration.
            3. Review the contents of the data kit, then click Data Kit Deploy.
            4. Select a data space and enter your org ID.
            5. Click Deploy.
            6. Repeat these steps for the HealthCloud Clinical and then the Disease Surveillance data kits.

            Make sure to deploy the HealthCloud Administration data kit first, followed by the HealthCloud Clinical data kit and finally, the Disease Surveillance data kit. The Health Cloud data kits contain components used in the Disease Surevillance data kit.

            Select the same data space for all three data kits.

          5. Review the Public Health Case Unification batch data transform and the Unified Public Health Case DMO. Schedule the batch data transform as required.
          6. Clone and configure the deduplication flow.
            1. From Setup, in the Quick Find box, enter Flows and select Flows.
            2. Find and select Identify and Resolve Duplicate Disease Cases.
            3. Verify that all the flow elements and attributes are configured correctly.
            4. Click Save As.
            5. Enter a name and description for the flow.
            6. Save your changes and activate the flow.
          7. Add the Identify and Resolve Duplicate Disease Cases flow to the case record page.
           
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