To ensure a provider can create and view Salesforce reports analyzing patient outcomes and referrals , the following steps are required:

A. Create custom report types for clinical objects.

Health Cloud clinical data (e.g., patient outcomes, referrals, care plans) resides in custom objects .

To report on them, you must create custom report types .

D. Enable the enhanced Analytics for Healthcare setting in Setup.

This setting provides preconfigured reports and dashboards tailored for healthcare, such as referrals, utilization, and outcomes reporting .

E. Assign appropriate permissions to internal users.

Providers need the correct Health Cloud and reporting permissions to access and run these reports.

Without appropriate object-level and FLS permissions , reports won’t display the necessary data.

Why not the others?

B. Leverage the Patient Referral Management unmanaged package – Referral management is now native in Health Cloud . The unmanaged package was used in early versions but is deprecated and not recommended.

C. Adjust template care management reports and dashboards – These are useful but do not provide referral and outcome reporting by themselves. Customization and proper report type setup are still required.

Salesforce Health Cloud Reference:

???? Salesforce Health Cloud Implementation Guide – Reports and Dashboards:

“Enable Enhanced Analytics for Healthcare to access out-of-the-box reports and dashboards for referrals, utilization management, and patient outcomes.”

“Create custom report types for Health Cloud clinical objects to extend reporting capabilities.”

“Ensure users have the appropriate object and field permissions to run reports.

The issue is that the FlexCard is displaying an extra line whenever Address Line 2 has data . The requirement is to fix the display formatting without changing the underlying data model .

In OmniStudio DataRaptors , you can add formula fields during data extraction.

By concatenating Address Line 1 + Address Line 2 into a single formatted field inside the Extract DataRaptor , you can pass the clean, properly formatted address to the FlexCard.

This approach ensures:

No changes to underlying data structure.

No need to create new fields.

Controlled formatting at the data transformation layer .

Why not the others?

A. Add a Load DataRaptor to write the data into one new custom field.

This changes the data model by writing into a new custom field, which the requirement prohibits.

B. Replace the Extract DataRaptor with a Transform DataRaptor.

Transform DataRaptors are typically used for complex JSON-to-JSON mapping or orchestration, not needed here since a simple formula in the Extract DataRaptor suffices.

D. Create a new Turbo Extract DataRaptor to trim the Address data in both fields.

Turbo Extracts are used for high-performance, single-object extracts but do not support formulas or transformations.

They wouldn’t solve the concatenation/formatting issue.

Salesforce OmniStudio Reference:

???? OmniStudio DataRaptor Guide:

“Use formulas in Extract DataRaptors to concatenate or transform fields before passing data to a UI component.”

“Turbo Extract DataRaptors don’t support formulas or transformations.”

When organization-wide default access to patient data is set to Private, Care Team functionality in Health Cloud is the standard, out-of-the-box method to manage individual access to patient records.

Step-by-Step Reference:

Health Cloud uses Care Teams to manage access to patient records.

Extract:

“Add care team members (users, contacts, or person accounts) to the patient’s care team and assign appropriate access (Read or Read/Write) to patient records.”

( Source: Administer Health Cloud - Manage Care Teams )

Administrators can specify the access level (Read or Read/Write) for each care team member, allowing for precise control as per role requirements.

Extract:

“Assign record access levels for care team members when adding them to a patient’s care team. This is especially important when the OWD is set to Private.”

( Source: Administer Health Cloud - Care Team Access )

This ensures compliance and proper segmentation of data, as required by healthcare regulations.

Out-of-the-box caller authentication in Health Cloud is primarily supported through Identity Verification Flow Templates . These flow templates are designed to help organizations comply with HIPAA and other regulatory requirements by standardizing the caller verification process for contact center agents.

Step-by-Step Reference:

Health Cloud provides Identity Verification Flow Templates that streamline the authentication of callers, reducing manual processes and ensuring regulatory compliance.

Extract:

“Use the Health Cloud Identity Verification Flow Templates to verify a caller’s identity based on information you select, such as date of birth, phone number, or other criteria.”

( Source: Administer Health Cloud )

These templates can be deployed as standard flows and easily customized for the organization ' s authentication requirements.

Extract:

“Leverage out-of-the-box Identity Verification Flow Templates to quickly set up and deploy identity verification processes in your contact center.”

( Source: Administer Health Cloud - Identity Verification )

This approach is preferred over FlexCards, OmniScripts, or ad-hoc processes, as it provides a compliant and guided experience.

Step-by-Step Explanation:

Requirement:

External provider needs access to patient allergy information.

Interoperability API:

Salesforce Health Cloud provides FHIR-based Interoperability APIs that expose clinical data, including AllergyIntolerance resources .

“Use the Health Cloud Interoperability API (FHIR R4) to retrieve AllergyIntolerance resources and other clinical data for a patient.” — Health Cloud Interoperability API Guide

Other Options:

Clinical Summary Healthcare API: Provides a summary but not structured, granular allergy data.

AllergyMedication API: Not a standard Salesforce API.

Patient Healthcare API: Broader resource, but allergies specifically are available through the Interoperability API.