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Healthcare User Group

Welcome to the Salesforce Healthcare User Group. All are welcome to join our virtual meetings that cover different Salesforce + healthcare topics.

Hi Healthcare Community 

 

We've built a Salesforce-native payment solution called

ChargeOn, and I'd love to hear from others in the healthcare ecosystem.

Healthcare organisations often need to collect payments for appointments, consultations, treatments, memberships, or other patient services while ensuring their financial and patient data stays connected.

ChargeOn enables organisations to accept payments directly from Salesforce through features like:

  • Payment links
  • One-time and recurring payments
  • Support for multiple payment gateways
  • Automated payment tracking against Salesforce records

I'm curious to know how your organisation currently manages patient payments with Salesforce. Are you using a native solution, custom integrations, or an external payment platform?

Would love to learn from this community and discuss different approaches to simplifying payment workflows in healthcare.

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Looking for any companies (health insurance or medicare advantage) companies that track referral management, pre-auth, re-auth, post discharge invoicing and billing in Salesforce.  We do have Health Cloud so we can use those features but would like to see a demo of an example.  Thank you so much for considering. 

2 respuestas
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Thank you to my fellow Community Group Leader @CrystalZhu for presenting today about the Well-Architected Framework and 360 Degree Security by Design.  In case you missed the meeting today, I placed the summary slide from the deck here for you.  As technology continues to advance quickly with the help of our modern tools, we need to continue to be diligent about keeping our orgs and data secure.   Thank you again @CrystalZhu!   

Thank you to my fellow Community Group Leader @CrystalZhu for presenting today about the Well-Architected Framework and 360 Degree Security by Design.

 

 

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Thank you to everyone who registered and attended our session on Spring '26 Release Updates! We enjoyed meeting you and seeing some familiar faces also.  The deck is attached here for you.  

 

 Now, on to preparing for the Summer '26 Release coming in May.  Check out the pinned post for the SF webinar for Providers on April 7th and register to attend.

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Hi all,  

 

We have an upcoming Healthcare Provider webinar on Tuesday, April 7th @ 11am PT discussing how to streamline referral management from generation to intake to tracking featuring our customer Huron!

 

Reserve your spot today to join the live webinar or just to receive the recording on-demand. We hope you can join us!  

1 comentario
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Hi all,  

 

We have an upcoming Provider focused webinar on Tuesday, January 27th at 9am PT titled "Five Steps to Get Started with Agentforce in Healthcare."

 

Reserve your spot today to join the live webinar or just to receive the recording on-demand. We hope you can join us! 

2 comentarios
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If we're using Person Accounts & have related Accounts for their Employer and also Member Plans as a related object to the Person Account, is it possible to create a Report Type to show the Group Name among typical Member Plan & Person Account info?

1 respuesta
  1. 17 ene, 13:55

    Hi @Jay Zapata

     

    Yes, it’s possible if the relationships are set up correctly. Create a custom report type with Person Accounts as the primary object, add Member Plans as a related object, and include Employer (Group) Account fields through a direct lookup or master-detail relationship.

    If the Employer isn’t directly related to the Person Account, those fields won’t be available in the report type using a formula field or a different base report type would be required.

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Hi all,  

 

We have an upcoming Provider focused webinar on Tuesday, January 27th at 9am PT titled "Five Steps to Get Started with Agentforce in Healthcare."

 

Reserve your spot today to join the live webinar or just to receive the recording on-demand. We hope you can join us! 

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I* want to learn health cloud in deep so where i can learn with a video resources and practice resources 

4 respuestas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    6 jul 2023, 5:54

    Do you need any more help here with Health Cloud?

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We have an exciting session for coming up on October 29th at 5pm EDT  "Unlocking Salesforce Partner Health Cloud Learning".  If you are a life-long learner looking for a deeper dive into Health Cloud or interested in becoming a Salesforce Partner, then this session is for  you!  

 

Please use the link below to RSVP.  

https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-healthcare-user-group-virtual-presents-unlocking-salesforce-partner-health-cloud-learning/

 

#Salesforce Health Cloud #HealthCloud

1 comentario
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