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Install Health Cloud and Integrate Data

Learning Objectives

After completing this unit, you’ll be able to:
  • Prepare for setting up Health Cloud.
  • Install the Health Cloud package.

Enable the Health Cloud Package

Harryette Randall is the office manager and Salesforce admin for Bloomington Caregivers, a home healthcare agency that recently adopted Health Cloud. Harryette supports several salespeople and customer service agents. She’s customized some of their apps to increase productivity. Harryette likes helping people do their work faster and better, and she’s excited about adding Health Cloud to her toolkit.

Harryette knows that Health Cloud comes as a managed package. She needs to install it and set it up before the team she’s supporting can use it. The first thing she does is review the steps for installing a managed package.

To get ready, she needs to put a few things in place. First of all, Health Cloud users need to be able to relate to multiple accounts. Harryette goes to Setup in Salesforce and checks the Accounts page. Oh no! There’s no Account Contact Relationships option in the Setup menu under Accounts.

No worries. She enters Account Settings in the Quick Find box, then selects Account Settings. In the Contacts to Multiple Accounts Settings section, she selects Allow users to relate a contact to multiple accounts. Now the Account setup menu has everything we need.

Health Cloud users use Chatter to collaborate on taking care of patients. Harryette goes to Setup again and checks Chatter Settings. Yup, Enable is selected. That’s it! She’s ready to install the managed package.

Harryette gets out the Bloomington Caregivers Salesforce contract and copies the URL for the Health Cloud package. She pastes the URL into her browser. Then she logs in and clicks Install. It’s that easy.

Integrate Electronic Health Records

Clinical data that comes from EHR or other clinical systems is critical to the planning, execution, and management of coordinated care plans for patients. Clinical data can be integrated with Salesforce using several standard APIs, to map messages from EHR systems into Health Cloud objects and fields.

The account and contact records comprise the information that supports the patient, and are connected to the care plan, EHR data, and the members of the care team.

Using the Fast Health Interoperable Resources (FHIR) standard, Harryette can map messages from the EHR system to the correct Health Cloud object. Data that comes into Health Cloud from other clinical systems is view-only, so the source system remains the system of record. Health Cloud makes sure her system complies with requirements from HIPAA, Medicare, CDC, and NAACR.

Before she gets started, Harryette takes a deep dive into the Health Cloud data model by using Schema Builder. Schema Builder provides details, such as the field values, required fields, and how objects are related, by displaying lookup and master-detail relationships. You can view the fields and relationships for both standard and custom objects. To access Schema Builder, she goes to Setup and enters schema in the Quick Find box.