Salesforce Health Cloud How To
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As part of Salesforce’s robust cloud service offerings, Health Cloud is designed to revolutionize the way healthcare organizations interact with their patients, practitioners, and partners.

At its core, Salesforce Health Cloud adopts a patient-centric approach, simplifying communication, enhancing collaboration, and providing a comprehensive 360-degree view of the patient’s health journey. It redefines patient care, from streamlining appointment scheduling and managing treatment plans to coordinating care teams – all with the end goal of delivering a seamless, personalized patient experience.

In an age where digital transformation is the new norm, Salesforce Health Cloud stands as a beacon in healthcare, aiding organizations to keep pace with changing norms and deliver superior patient outcomes. This article will take you through a deep dive into how Salesforce Health Cloud’s features, benefits, and real-life applications are shaping the future of healthcare.

Salesforce Health Cloud’s Role

This innovative solution steps up to the plate, ready to strike a home run in transforming the traditional healthcare model into a more personalized, patient-centric one.

This isn’t just a fancy tech tool – think of Salesforce Health Cloud as the dynamo driving the evolution of healthcare. It’s breaking down the walls of outdated legacy systems, propelling healthcare institutions towards a future where patient comfort and convenience are paramount.

The power of Health Cloud lies in its ability to reimagine patient interaction. It takes the medical chart off the wall and places it in the hands of doctors and patients alike, fostering transparent communication and collaboration. From scheduling appointments to discussing treatment plans, every step of the patient journey is made easier and more efficient.

But that’s not all. Salesforce Health Cloud is also revolutionizing the way healthcare professionals view and manage patient data. With its robust data management capabilities, Health Cloud provides real-time insights into each patient’s health status. This is about understanding individual patient needs, predicting potential health risks, and ultimately crafting personalized treatment plans.

Key Features

As we delve deeper into the realm of Salesforce Health Cloud, it’s time to shed light on the key features that make this tool a game-changer in healthcare. From comprehensive patient profiles to collaborative care networks, each feature is designed with one goal in mind – to deliver optimal patient care.

Patient 360

At the heart of Salesforce Health Cloud is the Patient 360 feature, a comprehensive dashboard that provides a holistic view of each patient’s health journey. It centralizes all patient data, from medical history and medication schedules to lab results and appointment reminders, making it easier for healthcare providers to personalize treatment plans.

Collaborative care networks

Health Cloud fosters collaboration by enabling the creation of Care Networks, where doctors, nurses, and even family members can collaborate on a patient’s care. This feature brings all stakeholders onto a single platform, promoting transparent communication and seamless coordination.

Health timeline

The Health Timeline feature allows healthcare providers to track every interaction with the patient, providing a chronological view of the patient’s health journey. This not only helps in monitoring progress but also aids in anticipating future needs.

AI-Powered insights

Lastly, Salesforce Health Cloud leverages the power of Einstein Analytics, Salesforce’s AI component, to deliver predictive insights. This feature helps healthcare providers anticipate patient needs, identify potential risks, and make data-driven decisions.

Salesforce Health Cloud platform.

Getting Started with Salesforce Health Cloud

Ready to revolutionize your healthcare delivery with Salesforce Health Cloud? Here’s a step-by-step guide to get you started:

Step 1: Understand your needs

Before diving in, take a moment to understand your specific needs. What challenges are you trying to solve? What are your goals? A clear understanding of what you want to achieve with Health Cloud will guide your implementation process.

Step 2: Set up your account

Visit the Salesforce website and sign up for a Health Cloud account. You’ll be prompted to provide some basic information about your healthcare organization.

Step 3: Customize your dashboard

Once your account is set up, customize your dashboard to suit your needs. The Patient 360 feature allows you to decide what patient information you want to see at a glance.

Step 4: Build your care network

Utilize the Collaborative Care Networks feature to connect with doctors, nurses, and family members who are part of your patients’ care.

Step 5: Input patient data

Begin inputting patient data into the system. This includes medical history, current medications, upcoming appointments, and more. Remember, the more data you input, the more comprehensive your view of each patient will be.

Step 6: Leverage AI-Powered insights

Utilize Einstein Analytics to gain insights from your data. These insights can help you predict patient needs, identify potential risks, and make informed decisions.

Step 7: Engage your patients

Start engaging your patients through personalized communication. Send appointment reminders, health tips, and more, directly from the Health Cloud platform.

Salesforce Health Cloud platform.

Maximizing the Potential

Let’s delve into how you can maximize the potential of Salesforce Health Cloud with these proven strategies and best practices:

Understand your use cases

Before implementing any tool, it is essential to clearly define what you aim to achieve. This could be enhancing patient engagement, improving data management, or streamlining communication. Having a clear understanding of your goals will guide your usage and customization of Health Cloud.

Leverage the pre-built features

Salesforce Health Cloud comes with an array of fields, objects, and sample flows. Instead of starting from scratch, customize these pre-built features to suit your needs. This not only saves time but also ensures that you’re utilizing the platform to its fullest potential.

Centralize your data

One of the key advantages of Health Cloud is its ability to centralize data. With all patient information in one place, healthcare providers can deliver personalized, connected care. This centralized approach also eliminates data silos and enhances data security.

Integrate with existing systems

To get the most out of Health Cloud, integrate it with your existing systems. Whether it’s your EHR (Electronic Health Record) system or other healthcare applications, integration allows for seamless data transfer and efficient workflows.

Invest in training

Lastly, invest in training your team on how to use Health Cloud effectively. This not only speeds up adoption but also empowers your team to leverage the tool’s full capabilities.

Salesforce Health Cloud platform.

Case Study

A shining example of how Salesforce Health Cloud can be used to create individualized patient experiences is Humana, one of the largest health insurance providers in the United States.

Humana was faced with the challenge of managing a vast amount of patient data and delivering personalized care to millions of customers. They turned to Salesforce Health Cloud for an integrated, scalable solution.

With Salesforce Health Cloud, Humana could centralize all their patient data, providing a comprehensive view of each patient. This allowed them to personalize patient interactions, tailor healthcare plans, and improve overall patient satisfaction.

The platform’s Collaborative Care Networks feature also facilitated seamless coordination among their teams, ensuring efficient communication, streamlined workflows, and timely care delivery.

Moreover, Humana leveraged Einstein Analytics to gain predictive insights from their data. This enabled them to proactively manage patient health, identify potential risks, and intervene before health issues escalated.

The result is a significant enhancement in patient satisfaction, with more personalized and proactive healthcare experiences.

Integrating Other Systems with Salesforce Health Cloud

One of the primary advantages of Salesforce Health Cloud is its ability to seamlessly integrate with a variety of systems. This includes Electronic Health Records (EHR) systems, billing and scheduling software, telehealth platforms, and more.

For instance, integrating EHRs with Salesforce Health Cloud allows healthcare providers to have a 360-degree view of patient data. It centralizes all patient information, including health history, treatment plans, and upcoming appointments, in one place.

Another tool that can be integrated is Salesforce Service Cloud. When used in conjunction with Health Cloud, it can help manage patient support services, effectively handle inquiries, and deliver personalized patient care.

Moreover, with the MuleSoft Anypoint Platform, you can connect any application, data, or device to Salesforce Health Cloud. This facilitates seamless data exchange, leading to more efficient workflows and informed decision-making.

The possibilities of integration are vast and can be tailored to meet the specific needs of each healthcare organization. By integrating other systems with Salesforce Health Cloud, healthcare providers can enhance functionality, streamline processes, and ultimately deliver better care to their patients.


Salesforce Health Cloud is more than a patient management system; it’s a strategic investment with a significant return on investment. By centralizing data, integrating with other systems, and using predictive analytics, healthcare providers can deliver personalized care and improve operational efficiency.

The true value of Salesforce Health Cloud lies in fully utilizing its features and integrations. The more you leverage, the higher your returns.

Join us in exploring the potential of Salesforce Health Cloud and other of our partner products, follow us on LinkedIn for more guides and key insights.

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