Step 1: Requirement Analysis

After deploying a care plan template (including problems, goals, and tasks) via Data Loader to the final environment, users must be able to use the new template for creating care plans in production.

Step 2: Salesforce Health Cloud Documentation Guidance

According to the official Health Cloud administration guide, two key post-deployment steps are required:

1. Confirm User Access to Care Plan Objects

Users must have the correct permissions to view, create, and use care plan templates and related records. This involves assigning the appropriate permission sets or profiles to allow access to the Care Plan , Care Plan Templ ate , and related objects.

Extract:

“Ensure users have the necessary permissions to access care plan templates and related objects so they can view and apply templates to patients’ care plans.”

Administer Health Cloud – Care Plans and Permissions

2. Activate the New Care Plan Template

Templates (and their related records) must be activated after being deployed to make them available for use by end users. Care plan templates in Salesforce Health Cloud have an “Active” status that must be set to “True” or “Activated” before users can select them when creating new care plans.

Extract:

“After importing care plan templates and related data, administrators must activate the template to make it available to care coordinators and clinicians.”

Administer Health Cloud – Deploying and Activating Care Plan Templa tes

Other Options:

B. Activate the problems, goals, and tasks associated with the template: Not required as a separate step. When you activate the care plan template, its associated problems, goals, and tasks become available.

D. Conduct end-user training: While important, it is not a required technical step for enabling the template after deployment.

Verified Answers:

A. Confirm User access to Care Plan objects.

C. Activate the new care plan template.

Step-by-Step Explanation:

Advanced Therapy Management (ATM): For personalized medicine programs, such as those involving apheresis and infusion , Salesforce Health Cloud offers Advanced Therapy Management (ATM), specifically designed for complex therapy coordination.

Exact Extract:

“Advanced Therapy Management supports cell and gene therapy processes by coordinating multiple steps such as collection, manufacturing, apheresis, and infusion.”

Step 1: Requirement Analysis

Bloomington Caregivers wants to share a patient’s medic al condition details with a local hospital through integration . The recommended method must leverage Health Cloud functionality for standardized, interoperable health data sharing.

Step 2: Salesforce Health Cloud FHIR API

Health Cloud provides native suppo rt for the FHIR (Fast Healthcare Interoperability Resources) APIs to facilitate seamless and standardized clinical data exchange (including medical conditions, allergies, medications, etc.) with external systems.

Extract:

“Health Cloud supports the FHIR st andard and provides FHIR APIs for accessing and sharing clinical data such as conditions, observations, and encounters with external health systems.”

A dminister Health Cloud – FHIR APIs

Step 3: Review of Options

A. Expose the MedicalCondition object through an Apex class : Not standards-based; not recommended for clinical interoperability.

B. Use the FHIR Patient API through DataRaptor : DataRaptor is an OmniStudio tool for extracting data, but not specifically for FHIR API access.

C. Leverage the MedicalCondition Integration Procedure : Integration Procedures are used for orchestrating APIs but are not directly the mechanism for sharing FHIR data externall y.

D. integrate using the FHIR Clinical API : Correct – aligns with healthcare interoperability standards and Health Cloud ' s FHIR support.

Step-by-Step Explanation:

CRM Analytics for Health Cloud:

Exact Extract:

“CRM Analytics for Health Cloud delivers prebuilt dashboards and extended analytics for monitoring care plans, outcomes, and adherence across networks and facilities.”

Step-by-Step Explanation:

Health Cloud Intelligent Document Automation (IDA ) Capabilities:

IDA automates processing of incoming documents (like insurance cards or clinical records).

Out-of-the-box features allow:

Document Rotation: For correcting the orientation of scanned/received documents.

Record Type Association: For matching documents to appropriate Salesforce record types (such as associating a document with a Patient or Encounter).

Automated Document Checklist Item Creation: Automatically creating checklist items for actions (e.g., missing forms or needed verifications).

Supported and Unsupported Features:

Barcode Scanning: Not an out-of-the-box feature of Health Cloud IDA (may require third-party solutions).

eFax Connection: While Health Cloud supports document management, direct eFax integration is not out-of-the-box.

Official Document Extracts:

From Salesforce Help:

“You can rotate, associate, and automate checklist items for documents received in Health Cloud using Intelligent Document Automation.”

— Administer Health Cloud – Document Automation

After deploying Enhanced Timeline, you must register the custom object to the Timeline before it will appear in the Timeline component on the Lightn ing page.

Extract:

“Add new objects to the Timeline after deployment in setup, then update the Timeline component to include them.”

( Source: Administe r Health Cloud – Enhanced Timeline )

Step-by-Step Explanation:

Discovery Framework for PROMs Surveys: The Discovery Framework in Health Cloud supports question banks, standardized survey templates, and version control.

Exact Extract:

“Use the Discovery Framework to create assessments with question banks, reusable questions, and versioning to manage standardized surveys such as PROMs.”