Add Medical Information in the Behavioral Health App

Conduct patient assessments and capture clinical notes. Add health conditions, allergies, immunizations, 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.

Patient Card

Add medication requests, health conditions, allergies, and immunizations right from the patient card (1).

Notes

Capture your observations and relevant details shared by a client during a call (2).

Assessments

Launch standard AUDIT-C, GAD-7, and PHQ-9 assessments from the Assessments tab, the Assessments timeline, or the Action Launcher (3).

Enhanced Timeline

Create cases, tasks, and life events, and add assessments, medication requests, clinical service requests, and other clinical data directly from the timelines (4).