The Ultimate Guide to Salesforce Health Cloud 

By Methodiq Team

Health Cloud is a powerful tool that can help healthcare and life sciences organizations manage their patients and data. But like any other enterprise product, it can be tricky to figure out how to use it effectively. In this guide, we'll outline the basics of SFHC and show you how to get started using it for your organization or as part of your digital transformation efforts. We'll also cover some of the more advanced features of Health Cloud so that you can make the most of this powerful tool and the services provided by Methodiq.

 

 

In this article we'll cover:

1. What is Salesforce Health Cloud (or SFHC)

2. What is SFHC Implemented for?

3. Why manage patient data in one system? 

4. What type of healthcare organization uses Salesforce Health Cloud?

5. Getting Started with a Salesforce Health Cloud Implementation

6. Types of Salesforce Health Cloud Integrations

 

1. What is Salesforce Health Cloud?SFHealthCloud

Health Cloud is a cloud-based patient relationship management (PRM) system. It enables healthcare and life sciences organizations to improve care delivery by better managing their patient relationships and improve patient engagement. 

From a technical perspective, SFHC makes it easier for IT and healthcare industry professionals to manage and monitor patient health data and achieve true interoperability. One of the key elements is that it provides a healthcare and life sciences organization with a single system to interact with, versus dealing with multiple un-integrated systems. We’ll get into this deeper further in this article.

But in general - the platform provides an easy way for patients to communicate with their care providers and access their health information. While making it easy to maintain and mange for healthcare IT teams.

 

2. What is Salesforce Health Cloud Implemented for?

SFHC is used for managing patient data, improving patient engagement, engage members and providing insights to care teams all in a compliant manner and a user friendly interface. It enables organizations to connect with patients in new ways, track their health journey, and make more informed decisions about their care. Additionally, it helps care teams better collaborate and coordinate care by sharing patient information securely within the platform. Ultimately, SFHC provides a more holistic view of patients’ healthcare, empowering both patients and care teams to improve outcomes.

 

3. Why manage patient information in one system?

Health Cloud gives healthcare organizations a 360-degree view of their patients by consolidating all patient interactions into a single system. This allows care teams to get a complete picture of a patient's health history and make more informed decisions about their care.

By bringing together data from disparate sources, SFHC also provides a more complete view of population health. This can help identify at-risk patients and target interventions to improve outcomes and deliver better healthcare service operations.

 

4. What type of healthcare organization uses Salesforce Health Cloud?

Health Cloud is used by healthcare organizations of all sizes, from small clinics to large hospitals. It is also used by a variety of care providers, including primary care physicians, specialists, and nurses.

Providers

Providers use SFHC to manage patient information, including demographics, health history, medications, and conditions. They can also use the system to create care plans, track progress towards goals, and coordinate care with other providers.

By building a connected and personalized experience throughout all touchpoints, from clinical to outreach activities, providers may improve patient care management. The following are some of the most important features: Health Timeline, Care Plan, Care Team, Household Map, and more. Providers who want to focus on specific patient engagement, care management, or enhancing patient support might find Salesforce Health Cloud to be a great fit.

Clinics and Healthcare systems

Small clinics and large hospitals alike use SFHC to manage and unify patient data and improve patient experience. The system can help organizations keep track of demographics, health histories, medications, and conditions. It can also be used to create care plans, track progress towards goals, and coordinate care with other providers.

By building a connected and personalized experience throughout all touchpoints, from clinical to outreach activities, healthcare organizations may improve patient care management.

Diagnostic Laboratories

Health Cloud is also used by diagnostic laboratories to manage provider orders, patient information, diagnostic results, claim management and provide patient access. The system can help laboratories keep track of demographics, health histories, medications, and conditions. It can also be used to create care plans, track progress towards goals, and coordinate care with other providers.

By building a connected and personalized experience throughout all touchpoints, from clinical to outreach activities to revenue cycle performance. Salesforce Health Cloud can help diagnostic laboratories improve patient care management.

Patients

Patients can also use Health Cloud to manage their own health information and connect with their care providers.

Payers

Payers (insurance companies) use Salesforce Health Cloud to manage their members' info and track claims. They can also use the system to prevent fraud and coordinate care between providers.

Payers using Salesforce Health Cloud may use a unified Member Success Platform to engage consumers in their health journey via digital methods. By revolutionizing how employers, brokers, and sales agents execute their jobs and communicate with clients, you can revolutionize how health plans sell. Payers can develop a unique market-specific strategy to balance care costs, member happiness.

Pharmaceutical companies

With the addition of Salesforce Health Cloud, pharmaceutical companies can provide enhanced patient support and develop specialty programs. Get more insight into your patients' health by offering customized patient and HCP experiences in a secure manner. Guided Program Enrollment, Digital Consent Management, Intelligent Document Automation, and other important features are included.

Medical devices

Salesforce Health Cloud is a cloud-based suite that allows healthcare device businesses to manage patient experiences and commercial processes via delivering the greatest possible experiences before, during, and after therapy by developing solutions that engage patients, doctors, and partners in new ways. Intelligent Sales, Sales Agreement Management, Account-based Forecasting, predictive Marketing Forecasting, and more

Public Sector Healthcare system

Public health organizations can use Salesforce Health Cloud to track disease outbreaks, manage immunization records, and more.

 

5. Getting Started with a Salesforce Health Cloud Implementation

At the core of the changing healthcare landscape is the growing demand to exchange data — both within and across institutions. This implies that there must be integrated procedures in place that tie medical and engagement data together to provide a comprehensive picture of each individual patient.

To begin assessing the steps required for system integration, you must first identify and then create the use case. As a result of this, a well-designed use case not only identifies but also helps to limit the integration requirements. Let's take a closer look at how to find and build a use case.

What is the use case?

The goal of your use case is to describe the situation or process you want to integrate into Salesforce. You might, for example, automate the administration of high-risk patients or collaborative care planning. When creating your use case, keep in mind that it should include input from a variety of business and clinical owners and technical experts.

Identify the required information

Depending on the situation, you'll need data from different sources. You must figure out what information is required to simplify each case. For example, if you want to case manage condition-specific patients, you'll need all of their problem, diagnosis, or health issue data.

Identify the source systems

Once you've discovered the data that matches your use case, you'll need to figure out which source system is required for the integration, such as an EHR or scheduling, laboratory, or pharmacy information systems.

How will the data flow?

Consider the following questions while evaluating data directionality:

• Is it one-way or two-way between the source system and the target system?

• Is there an intermediary service that brokers the integration?

Analyze the data to see if it's current.

When it comes to determining the timeliness of the data, keep this in mind: Is the data you're getting needed in real time, such as for scheduling? Or will a less-time-sensitive asynchronous exchange suffice?

Other data governance requirements

Will the data change once it lands in the destination system, or will it be in a “read only” format?

To ease integration efforts, look to see if the information required is pulled from source systems for other purposes, e.g., feed to a data warehouse, feed supporting a related integration.

Here are some additional questions that will help advance your integration:

• Who is responsible for integration in your organization?

• Do you have a preferred implementation partner?

• Do you have a published set of API’s or integration web services?

Once you’ve answered those questions, you’re ready to take a more in-depth look at the different types of Health Cloud integrations that exist.

 

6. Types of Salesforce Health Cloud Integrations

1. Salesforce to Salesforce (S2S)

2. APIs

3. Salesforce Connect

4. Lightning Component

5. Custom Code Solutions

6. 3rd Party Salesforce Packages

Salesforce to Salesforce (S2S)

Salesforce to Salesforce (S2S) is a point-and-click integration tool that lets you quickly and easily connect two Salesforce orgs. S2S provides a number of advantages over other integration methods, including the ability to:

• Map data between Salesforce objects without having to write any code

• Schedule data synchronization

• View data in Salesforce reports and dashboards

To get started with S2S, all you need is a Salesforce user account. No coding or special skills are required. Simply install the Salesforce Connector for Health Cloud from the AppExchange and follow the instructions to set up your connection.

APIs

The Salesforce Health Cloud API is a REST-based web service that lets you access Salesforce data and functionality from your own applications. Using the API, you can:

• Create, retrieve, update, or delete Salesforce records

• Access Salesforce metadata (such as object definitions)

• Perform Salesforce searches

• Execute Salesforce actions

To get started with the Salesforce Health Cloud API, you'll need a Salesforce user account and some basic knowledge of web programming. Salesforce provides extensive documentation to help you get started.

Salesforce Connect

Salesforce Connect is an integration tool that lets you connect Salesforce orgs to external data sources. Using Salesforce Connect, you can:

• Access information from Salesforce reports and dashboards

• Create, update, or delete Salesforce records

• Perform Salesforce searches

To get started with Salesforce Connect, you'll need a Salesforce user account and some basic knowledge of web programming. Salesforce provides extensive documentation to help you get started.

Lightning Component

The Salesforce Lightning Component framework is a UI framework for building dynamic web applications for mobile and desktop devices. Using the Lightning Component framework, you can:

• Build custom Salesforce Health Cloud components

• Use pre-built Salesforce Health Cloud components

• Integrate with Salesforce data and functionality

To get started with the Lightning Component framework, you'll need a Salesforce user account and some basic knowledge of web programming. Salesforce provides extensive documentation to help you get started.

Custom Code Solutions

If you're a developer, you can use the Salesforce Health Cloud API to build custom integration solutions. Using the API, you can:

• Create, retrieve, update, or delete Salesforce records

• Access Salesforce metadata (such as object definitions)

• Perform Salesforce searches

• Execute Salesforce actions

To get started with the Salesforce Health Cloud API, you'll need a Salesforce user account and some basic knowledge of web programming. Salesforce provides extensive documentation to help you get started.

3rd Party Salesforce Packages

There are a number of Salesforce packages that offer health-specific functionality, such as patient management, care coordination, and population health. These packages can be installed from the AppExchange and typically offer a free trial period. Some popular Salesforce Health Cloud packages include:

• Salesforce Health Cloud Connect

• Salesforce Care Cloud Connect

• Salesforce Population Health Management

To get started with Salesforce Health Cloud, you'll need a Salesforce user account and some basic knowledge of web programming. Salesforce provides extensive documentation to help you get started.

 

Conclusion

As a Healthcare IT solution, SFHC is a catalyst to accelerating the needs of your organization. Allowing you to unify patient data, improve patient experience, while lowering the costs and complexity for you.

 

We can help!

Methodiq leverages industry expertise and technology know-how to help laboratories implement Salesforce Health Cloud and achieve better patient care and business outcomes.