Salesforce Health Cloud
1. Introduction
Salesforce Health Cloud is a powerful, patient-centered healthcare CRM designed to
enhance patient engagement, streamline care coordination, and improve health
outcomes. Built on the Salesforce platform, Health Cloud enables healthcare
providers, payers, and life sciences organizations to gain a 360-degree view of
patients by integrating clinical and non-clinical data from multiple sources.
With features like intelligent care plans, secure communication tools, and real-time
data insights, Health Cloud empowers healthcare professionals to deliver
personalized, proactive, and connected care. Whether managing chronic conditions,
enhancing patient outreach, or optimizing operational workflows, Health Cloud helps
healthcare organizations transform their services in a digitally connected world.
2. Installation of Salesforce Health Cloud
Prerequisites:
· A Salesforce Enterprise, Unlimited, or Performance edition.
· A valid Health Cloud license from Salesforce.
· Administrative access to configure the org.
Step-by-Step Installation:
· Sign Up for a Health Cloud-enabled Org
Contact Salesforce to get a Health Cloud trial or purchase a license.
· Install Health Cloud Managed Packages
Health Cloud requires several managed packages to be installed in
Salesforce.
You can install these packages from Salesforce AppExchange or through
direct links provided by Salesforce.
· Enable Health Cloud in Salesforce
Navigate to Setup → Feature Settings → Health Cloud
Enable Health Cloud Features
· Assign Permission Sets & Licenses
Assign Health Cloud licenses to users.
Assign permission sets like "Health Cloud Admin" and "Health Cloud User"
to the appropriate users.
· Configure Health Cloud Data Model
Set up Person Accounts (to represent patients).
Configure Care Plans, Clinical Data, and Patient Timelines.
· Integrate with EHR Systems (if needed)
Use FHIR (Fast Healthcare Interoperability Resources) APIs to integrate
with electronic health records.
3. Health Cloud Packages & Features
Key Managed Packages:
Package Name Purpose
Health Cloud Core functionalities of the Health Cloud platform.
Health Cloud - Foundations Data model and foundational elements.
Care Program Management Manages care plans, provider-patient relationships.
Intelligent Sales for Health
Helps with payer and provider sales processes.
Cloud
4. Core Features & Use Cases
1. 360-Degree Patient View
Consolidates patient data, medical history, claims, appointments, and
medications in one place.
Uses Person Accounts to manage patient records efficiently.
2. Care Plans & Care Team Management
Enables doctors, nurses, and care coordinators to collaborate on patient
care.
Helps track health goals, progress, and treatments.
3. Social & Behavioral Insights
Integrates social determinants of health (SDOH) to offer holistic patient
care.
Uses AI insights to suggest interventions.
4. Appointment & Scheduling Management
Allows seamless scheduling and tracking of patient appointments.
Integrates with external scheduling systems.
5. HIPAA & Compliance Features
Ensures data security and compliance with healthcare regulations like
HIPAA & GDPR.
6. Patient Engagement & Communications
Enables personalized engagement via email, SMS, chatbots, and telehealth
integrations.
Features patient portals for self-service.
7. Integration with EHR & Third-Party Apps
Connects with EHR systems using FHIR APIs.
Integrates with wearable devices, IoT, and other medical systems.
5. Industries & Users of Health Cloud
Industry Use Case
Hospitals & Clinics Manage patient data, appointments, and care teams.
Health Insurance (Payers) Helps with claims management, member engagement.
Pharmaceuticals Supports drug trials, sales, and compliance tracking.
Medical Device Tracks devices, supports field service & customer
Companies engagement.
6. Benefits of Using Salesforce Health Cloud
Improved Patient Experience – Provides personalized care and engagement.
Better Data Management – Integrates clinical & non-clinical data seamlessly.
Enhanced Collaboration – Brings together care teams, providers, and patients.
Regulatory Compliance – Ensures security and compliance with healthcare laws.
AI & Analytics – Leverages AI-driven insights to improve patient care.
7. Best Practices
Optimize data models for scalability.
Implement AI-driven insights for proactive care
Ensure periodic security audits and compliance checks
Train care teams on system usage and best practices
8. Troubleshooting & Support
Common Issues and Fixes
Integration failures: Verify API credentials and endpoints
Data synchronization errors: Check mapping and data formats
Access issues: Ensure proper role assignments
Support Channels
Salesforce Help Center
Trailhead & Developer Community
Salesforce Premier Support
9.Conclusion
Salesforce Health Cloud is a transformative solution that empowers healthcare and
life sciences organizations to enhance patient care, optimize operations, and drive
better health outcomes. By unifying patient data across multiple sources—including
electronic health records (EHRs), claims systems, and wearable devices—Health
Cloud provides a 360-degree view of each patient. This enables healthcare providers,
payers, and life sciences companies to deliver highly personalized and proactive care.
One of the platform’s greatest strengths is its ability to facilitate seamless
communication and collaboration between healthcare teams, caregivers, and patients.
With AI-driven insights and automation, Health Cloud streamlines workflows,
reducing administrative burdens and allowing healthcare professionals to focus more
on patient engagement and treatment. Features such as care coordination, risk
stratification, and real-time analytics further enhance decision-making and improve
patient outcomes.
For advanced customizations, refer to:
Salesforce Health Cloud Developer Guide
Salesforce AppExchange for Healthcare Extensions
Salesforce Support & Community Forums
