Check the virtual waiting room and start a virtual care session with a patient. Capture
clinical observations as notes, launch assessments, search for providers, schedule appointments,
and create care plans, service, and medication requests.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
The Behavioral Health app uses these Health Cloud components to support behavioral health and
intake specialists. Keep in mind that your Salesforce admin can customize components so your
app can look different than our example.
Notes
Capture your observations and relevant details shared by a patient during a call (1).
Assessments
Launch standard AUDIT-C, GAD-7, and PHQ-9 assessments from the Assessments tab (1), the
Assessments timeline, or the Action Launcher.
Patient Care
Create a plan to improve a person’s health. On the Care Plan tab (1), click New
Care Plan.
Care Barriers
Track barriers and social determinants of health (SDOH), and create related intervention
tasks. On the Care Barriers tab, click New Barrier.
Patient Medication Manager
On the Medications tab, review and efficiently manage the patient’s medication list. To
request a supply of medication, use the Patient Card (2). Show Medications, and then click
Add New Medication. Or in the Clinical Data Model timeline, click
New, and then choose Medication Request.
Appointments
Schedule upcoming appointments in the Schedule Appointments tab (3). Add service
appointments from the Engagement Data timeline. If your admin added video calls to the
Behavioral Health app, schedule Virtual Care video visits.
Provider Search
Search for a provider or facility by provider name, facility name, or specialty. Optionally
add subspecialty, plan type, location, and acceptance of new patients as search
criteria.
Clinical Service Requests
Refer a patient to another provider or facility. On the Clinical Data timeline (4), click
New, and then choose Clinical Service
Request. Or on the Clinical Service Request tab, click
New.
Enhanced Timeline
Enroll a patient in a care program. On the Clinical Data timeline, click
New, and then choose Care Program
Enrollee.
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