Analytics for Healthcare (Managed Package Feature)

Note Analytics for Healthcare is only for Salesforce Health Cloud users. It requires that you have the CRM Analytics for Health Cloud add-on license and that you’ve deployed the Health Cloud data model.

Create an app from the Analytics for Healthcare template to give payers and providers actionable insights to drive intelligent patient engagement. Care coordinators can use the app’s visualizations of key Health Cloud metrics to improve care effectiveness and efficiency.

The app helps care coordinators prevent avoidable admissions by detecting patients who aren’t adhering to their care plans. Coordinators can segment patients by age, risk, and barriers to identify people who are at risk and help improve their health outcomes. App dashboards also provide insight into the care request authorization process to help payers decrease cycle time and improve approvals and net promoter score (NPS). Dashboards for provider referral coordinators help uncover referral sources, identify under-performing sources, and improve patient conversions.

App creation is easy. Analytics for Healthcare runs a compatibility check against your Salesforce org to ensure that it includes all the data to create the app’s datasets and dashboards. If your org doesn’t have the required data, error messages tell you what you must add before creating the app.

After the compatibility check determines that your org is ready, you have two options:

• Quickly create the app using standard, default settings determined by Analytics for Healthcare during the compatibility check.
• Use the custom settings to choose only the use cases you and others on your team want to view data for.

After you create the app, use its prebuilt dashboards to explore Health Cloud data from any device that supports CRM Analytics.

Tip Follow the steps in the order shown to deploy Analytics for Healthcare.

Note Salesforce Health Cloud includes access to the CRM Analytics for Manufacturing app. Analytics for Manufacturing enables demand planners and account managers at medical device manufacturers to visualize all aspects of their business. Insights based on your data help you grow the business and simplify sales operations. Use its dashboard visualizations to stay on top of your sales agreements, orders, and contracts. And identify products that sell the most and the least, and analyze the impact of volume on pricing and revenue.

Note Salesforce Health Cloud includes access to a subset of the Analytics for Emergency Response Management app. Identify the hotspots in which requests for emergency intakes are increasing so that you can allocate resources quickly. Track intake individuals needing attention and identify patient statuses.

Note To use Analytics in Health Cloud without the Health Cloud managed package, see Set up the Enhanced Analytics for Healthcare App

1. Get Your Org Ready to Create the Analytics for Healthcare App
   Your Salesforce org and its data must meet specific requirements before you can create Analytics for Healthcare.
2. Assign Permission Sets for Analytics for Healthcare
   Assign permission sets to give the right users access to Analytics for Healthcare.
3. Set Field-Level Security to Enable Creation of the Analytics for Healthcare App
   Before creating the Analytics for Healthcare app, make sure the Analytics Integration User has access to all fields used in the app.
4. Create and Share an App from the Analytics for HealthcareTemplate
   The Analytics for Healthcare template makes it easy to create the analytics app you need and share it with your users.
5. Schedule the Data Sync and Dataflow for Analytics for Healthcare
   When you create Analytics for Healthcare, the creation process includes a data sync and a dataflow that imports the latest data to CRM Analytics. Schedule the app to refresh every day to ensure that your app uses up-to-date data.
6. Embed Analytics for Healthcare Dashboards in Lightning Pages
   Analytics for Healthcare includes dashboards intended for embedding and access in Lightning Experience pages.
7. Understand Analytics for Healthcare Limitations
   Analytics for Healthcare provides access to CRM Analytics capabilities and features.