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Salesforce Health Cloud Implementation Guide – Easy Steps

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    Posted in Cloud in healthcare

    Last Updated | March 7, 2024

    Executive Summary – Salesforce Health Cloud Implementation Guide

    Are you looking for an integrated solution for patient management? This Salesforce health cloud implementation guide explains how Salesforce Health Cloud offers you a unified platform to manage patients more efficiently and provide better quality care.

    Salesforce Health Cloud Implementation Guide – Introduction

    Giving you the idea of the Salesforce Health Cloud Implementation Guide that Healthcare organizations are experiencing constant shifts. One of the interesting shifts we see now is the healthcare industry turning its focus on more patient-centric care delivery.

    This tremendous shift has forced the industry to re-evaluate its care model and understand patient health holistically. Some top-ranking healthcare companies like Salesforce have joined this shift to provide value-based care. Health Cloud by Salesforce is a product of this shift.

    Health Cloud is a cloud technology that offers the capability to holistically understand patients, help organizations build stronger relationships, make smarter decisions, and connect patients with a provider from anywhere.

    This cloud solution is built to empower the industry to address challenges in care delivery and create more opportunities to improve care outcomes for patients and populations. For healthcare organizations, the Salesforce Health Cloud implementation guide is a solution worth exploring.

    In this article, we’ll go through the essentials of the Salesforce Health Cloud implementation guide that you as a healthcare organization need to know to get started with this solution. Let’s find out if the solution is worth exploring.

    What is a Health Cloud in Salesforce?

    Health Cloud is a cloud-based healthcare customer relationship management (CRM) and patient management system built on the Salesforce platform to enable interoperability and information exchange.

    Salesforce Health Cloud implementation guide provides a holistic view of patient data, enables managing patients smartly, and engaging them in real-time.

    By combining the power of the cloud, social, and mobile technologies, Health Cloud creates an environment to connect everyone: admins, providers, and patients, to give them the information they need on a single platform. It empowers organizations to take a patient-centric approach toward care.

    Salesforce has tailored Health Cloud for insurance companies to connect payers with members and providers enabling a more efficient and productive engagement. It also extends support to many large and small biotech/pharma organizations to develop patient support programs.

    In collaboration with a number of design and integration partners, Salesforce Health Cloud implementation guide is specifically built to meet the needs of healthcare for delivering better care.

    How Do I Implement a Health Cloud in Salesforce?

    You can implement Health Cloud with the help of Salesforce Health Cloud implementation partners or DIY.

    In either case, you must complete some steps to have a working Health Cloud. Since Health Cloud is a cloud-based system, you don’t need to do much to implement it except for installing the package and playing around with some customization options.

    The first thing to ensure is that you have Salesforce org and are logged into it. Next, you can follow these steps to move forward with the Salesforce health cloud implementation guide.

    Step 1

    In your Salesforce org, enable the Contacts to Multiple Accounts option. Without enabling the shared contacts feature, you cannot install Health Cloud.

    Step 2

    Now you can install the Health Cloud package. To find the installation URL, go to the Terms and Conditions section of the contract.

    Copy the link and paste it into your browser. Log in to the system as a system administrator and install.

    Step 3

    This step involves setting up your organization. Start to set up My Domain (wait until the domain gets registered) and extend it to users.

    Assign essential responsibilities and roles to your system administrator profile. This includes permission sets, default record types, and page layouts. Plus, make sure you are a Service Cloud User to have access to the Health Cloud Console.

    Step 4

    It is time to configure profiles, permission sets, and roles. After configuration, you have to manage all your Health Cloud users, including care coordinators, Health Cloud admins, patients, internal Salesforce users, and care community members.

    Step 5

    You are all set to customize the Health Cloud console. Salesforce allows you to customize the key components and attributes to make Health Cloud fit your organization’s needs.

    Step 6

    Migrate your patient data to the Health Cloud. Patient instance creation in Salesforce occurs in two steps. The settings that control these processes are open to customization to give you control over how patient instance creation and mapping occurs in your Salesforce org.

    Once you have Health Cloud up and running, you can install additional packages in Salesforce to extend the features of Health Cloud.

    Is the Salesforce Health Cloud an EHR?

    We often hear questions about the difference between the Salesforce Health Cloud and the electronic health record (EHR) system. Although both systems have functions that often overlap, their basic purpose differs widely.

    EHR systems incorporate electronic health records, practice management, and medical billing. Their core functions include patient reminders, scheduling, and e-prescribing.

    Conversely, Salesforce Cloud Health is a layer of functionality for healthcare built on top of Salesforce CRM. More than 150,000 organizations and 3.75 million users actively use Cloud Health for patient management.

    Its core function is a CRM that helps organizations acquire and retain patients. The functions inherently convert into addressable areas for healthcare to extend its reach outside practice.

    Salesforce Cloud Health is not a substitute for EHR. But, it can integrate with EHRs to provide a centralized platform with every aspect of patient information.

    Many organizations that implement Health Cloud integrate Salesforce with EHR to synchronize core patient data. Salesforce Health Cloud EHR integration enables seamless connection with a wide array of health records (such as Allscripts EHR integration).

    EHR software

    What is the Difference Between Sales Cloud and Health Cloud?

    Salesforce has built Health Cloud using Sales Cloud capabilities, but the system offers more than that.

    Health Cloud helps organizations stand out in the crowded healthcare landscape with an integrated system that extends the capabilities of Sales Cloud. It leverages features of Sales Cloud and moves beyond to provide personalized care with 360-degree insights.

    Sales Cloud is a cloud application that unifies customer information, captures their interactions with a company, and automates most of the tasks that salespeople perform to help them sell better and faster.

    This application works for healthcare companies, particularly insurance companies, to help them build deeper connections with customers and spend more time closing deals.

    While Sales Cloud is for sales reps to improve performance, Health Cloud is a CRM that integrates medical data sources to provide a single view of the patient data and reinforces patient management.

    Is Health Cloud Built on Service Cloud?

    Service Cloud spans extra features such as the Console. It is a service-oriented system that helps manage customer service by functioning as a help desk. It helps companies deliver personalized customer support. Though Health Cloud builds on the Service Cloud framework, it is a scaled-down version.

    It specifically targets patient management and patient engagement through interoperability between medical devices and healthcare applications. Additionally, Health Cloud gives you instant access to complete patient profiles, comprehensive care plans, and care networks.


    What is the Salesforce Health Cloud?

    For healthcare and life sciences organizations, Salesforce Health Cloud is a set of industry best practices built on the Salesforce platform. It combines CRM and records management and supports medical device integration, providing a unified platform for operations management.

    As an engagement platform, Salesforce provides visibility into patient journeys and integrates people, data, and operations to enable a seamless patient experience.

    Is Health Cloud a Cloud Service?

    Health Cloud is a leading cloud platform by Salesforce. It offers interoperability and exchange of information by creating a holistic view of patient health data.

    Salesforce has introduced Health Cloud as a solution built on the cloud for patient relationship management to help practitioners leverage data synchronization for better care delivery.

    Who uses Salesforce Health Cloud?

    Various organizations in different industry verticals use the Salesforce Health Cloud implementation guide for customer engagement. The list of organizations includes the following companies:

    •   Humana Inc.- an insurance organization based in the US with 95000+ employees and $84.19 billion in revenue.
    •   Walmart Inc.- a US-based retail organization with nearly 2300000 employees and $576.01 billion in revenue.
    •   Amgen Inc.- a US-based life sciences organization with 24200 employees and $26.00 billion in revenue.
    •   Molina Healthcare- a US-based healthcare organization with 14000 employees and $27.77 billion in revenue.

    What are some of the best EHR software for mental health?

    There are many best EHR software for mental health used by mental healthcare practitioners.

    Running a mental health practice is full of challenges. Practitioners use these EHRs to simplify operations such as patient records management, appointment scheduling, and invoice generation.

    Some of the best EHR software for mental health that private practices use are:

    CentralReach a cloud-based EHR software that therapy providers utilize to automate functions such as scheduling, invoicing, and generating reports.

    CounSol.compractice management and one of the best EHR software for mental health to provide patients with online portals for insurance claim submission, group sessions, and booking appointments.

    KASAbeing among the best EHR software for mental health, KASA offers functionalities to automate appointment reminders, maintain patient records, and simplify messaging.


    Healthcare organizations have always been on the lookout for solutions that help them improve patient health outcomes.

    With Health Cloud, Salesforce provides organizations with just what they need to thrive with industry shifts and provide patients with quality care.

    Salesforce Health Cloud implementation guide can help your healthcare practice manage patients using a cloud technology that does not require much effort to set up in your organization.

    You must explore this cloud technology if you seek to create an integrated environment that keeps everyone connected across your organization while focusing on a patient-centric approach to care.

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