Loading
Salesforce now sends email only from verified domains. Read More
Administer Health Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Basics for Health Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Health Cloud

            Set Up Basics for Health Cloud

            Before you set up specific features in Health Cloud, perform basic setup tasks such as enabling person accounts and installing Omnistudio.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            • Verify Chatter Settings Are Enabled
              Chatter helps Health Cloud users collaborate in real time with Salesforce. It’s a fast, simple tool that enables users to talk to each other, work together, and share information.
            • Verify Data Protection Details Are Available in Records
              To help maintain the privacy of your users’ data, verify that data protection details are available for lead, contact, and person account records.
            • Set Up Person Accounts to Represent Health Cloud Members and Patients
              Person accounts store information about specific people by combining certain account and contact fields into a single record. In Health Cloud, always model your patients or members as person accounts. You can’t fully use Health Cloud functionality if you don’t model your patients and members as person accounts. We also strongly recommend person accounts for providers who are their own independent entity with practicing rights at a number of locations.
            • Omnistudio for Health Cloud
              Use Omnistudio to create guided interactions and other rich user experiences without code. You can even create applications and workflows using data from Health Cloud and from external sources.
            • Set Up Healthcare Providers
              Set up records for healthcare providers such as the practitioners (people) who take care of patients and the facilities (organizations) where patients are cared for. Practitioners include doctors, nurses, physical therapists, and other clinical staff. Facilities include hospitals, clinics, labs, and other organizations.
             
            Loading
            Salesforce Help | Article