Start out your day on the Today page to get a panoramic view of everything you need to optimize your day.
Health Cloud is available in Salesforce Classic
Available in: Enterprise, Performance, and Unlimited Editions
Watch a Demo: Manage Your Day with the Today Page
Access the Today page by selecting it from the tab switcher in the Health Cloud - Console app. Browse all the tasks you’re tracking, and keep current on conversations that are relevant to your patients and your company.
- Get a quick summary (1) of how many patients you’re managing and how many of them are new to you this week. Patients are counted as your responsibility as long as you’re the assigned care coordinator or until the care plan and case status are closed.
- A handy progress bar (2) shows your progress toward completing the tasks that are assigned to you or that you oversee and manage.
- Browse tasks (3) that are related to specific patients so that you can prioritize your work and know which patients need attention. Each tile shows the name of the patient along with the number of tasks associated with the care plan. Click the tile to bring up the patient overview and review and update tasks.
- The What's Happening feed (4), powered by Salesforce Chatter, keeps you up to date with what’s happening with your patients and team members. It’s a secure, centralized place where you can review and participate in all conversations that are important to your job. You see messages between you and your patient, conversations with care providers within your organization, and events or company announcements.
The Today page, like the other pages in Health Cloud, are responsive and adapt to the size of the device you’re using. On smaller devices, the What’s Happening feed moves from the side to the bottom of the page. Just scroll down to view and use the feed.