See What’s New with Health and Financial Services
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to streamline intake referrals from various channels.
- Explain how to deliver human-centered, integrated care.
- Describe how to optimize health consumer engagement with pre-built journey templates.
- Explain how to centralize relevant onboarding details and status updates.
- Describe how to create intelligent digital forms that collect the right documents from customers.
Home Health Enhancements
Health Cloud
Deliver connected health in the home with new scheduler dashboards, enhanced visit execution, and Referral Management.
Learn more about Home Health Enhancements.
Referral Management Enhancements
Health Cloud
Streamline intake referrals from various channels and manage referral records through patient conversion, all from one system.
Learn more about Referral Management Enhancements.
Integrated Care Management Enhancements
Health Cloud
Deliver human-centered, integrated care by helping care coordinators identify care gaps and create tailored care plans.
Learn more about Integrated Care Management Enhancements.
Advanced Therapy Management Enhancements
Health Cloud
Orchestrate care programs seamlessly with new Chain of Custody capabilities to enable customers to manage the digital trail of custody.
Learn more about Advanced Therapy Management Enhancements.
Marketing Cloud Engagement for Health Cloud
Health Cloud
Synchronize Marketing Cloud Engagement data with Health Cloud and optimize health consumer engagement with pre-built journey templates.
Learn more about Marketing Cloud Engagement for Health Cloud.
Integrated Onboarding Enhancements
Financial Services
Deploy onboarding processes quickly with new out-of-the-box templates for application intake, middle-office workflow orchestration, and account origination. Centralize relevant onboarding details and status updates in the new Onboarding app.
Learn more about Integrated Onboarding Enhancements.
Service Process Automation Enhancements
Financial Services
Deliver self-service embedded into your digital banking solutions, move faster with an expanded library of pre-built service process templates, and streamline transaction disputes with a dedicated data model and smart intake capabilities.
Learn more about Service Process Automation Enhancements.
Financial Goals and Plans
Financial Services
Anticipate your customer’s needs by understanding their financial aspirations. Use our pre-packaged goal capture experience or integrate goals from a financial planning platform for a complete picture that drives relevant customer interactions.
Learn more about Financial Goals and Plans.
Document Matrix
Financial Services
Create intelligent digital forms that collect the right documents from customers. Reduce the administrative overhead needed to set up rules for required documents based on customer responses (citizenship, marital status, income type, and so on).
