Health Cloud Set up basics Flashcards
1
Q
What Five things Do you need to configure before installing the Health Cloud Managed Package
A
- Person Accounts
- Shared Contacts
- My Domain
- Chatter
2
Q
Which licenses do you need to add to a health Cloud user?
A
- Health Cloud Permission Set
- Health Cloud Foundations
3
Q
Person Account Features
A
- Appears as a single Record with both Account and Contact Fields (First Name, Last Name, Email, Address)
- Behind the Scenes, separate account and Contact Records
- Person Account= a single person
- Person Accounts need to be turned on for your org by support
4
Q
Persona Account Definition
A
- An account the Represents a patient, member, or provider. A single person that can be added to a larger household or network Account record.
- Functions as a hybrid account Contact record.
- holds several standard fields from both contact and account.
5
Q
Shared Contact
A
- A way to Share a Contact across Multiple Accounts
6
Q
Providers can be modeled in which two ways? what is this called?
A
- Person account
- contact
- Decentralized Provider Structure
7
Q
My Domain Features
A
- Customize the login page with Branding
- USE identity features for single sign-on, such as: custom authentication, Enabled single sign on with salesforce, use salesforce as identity provider
- Create a subdomain
8
Q
Enable Chatter to do what?
A
- collaborate with care team
- give patients access to care team communications
9
Q
What is the Traditional Account Contact Module?
A
- Accounts are organizations
- Contacts are people
- Not compatible with patient, member, or provider (as a person) record Types
- limits Health cloud Functionality
10
Q
What is the Person Account Model
A
- A mix of Accounts and Contacts to represent a person without the need for it to be associated to a company
- it is on record but saved as both an account and contact Record
- Health Cloud Best Practice
11
Q
Providers can be support in with the Traditional or Person Account Data Model?
A
- True
- False
12
Q
Data Modeling Key Takeaways
A
- Health Cloud does not support the Traditional Account-Contact Model for Patients and Members.
- Do not use the Individual Model for Patients and Members due to limitations and roadmap risk.
- Health Cloud supports both relationships to Account-Contact and Person Account models.
- Health Cloud supports Providers modeled as Contacts for organizations that use Contacts because of the licenses they own.
- For net-new orgs, Salesforce recommends Providers are modeled as Person Accounts unless there is a system or license limitation
13
Q
Note: Our Documentations typically refers to Providers+ contacts as if it has not been updates to reflect the more recent support for Person Account
A
