Salesforce Health-Cloud-Accredited-Professional Salesforce Health Cloud Accredited Professional Exam (WI25) Exam Practice Test

To update an existing field on a custom SObject using OmniScript, the following components are essential:

DataRaptors (C):

DataRaptors are used to read, write, or transform Salesforce data.

In this case, a DataRaptor Load would be configured to update the field on the custom SObject.

Integration Procedures (D):

Integration Procedures orchestrate data operations and can combine multiple DataRaptors or external API calls.

Used to call the DataRaptor Load and manage complex logic if needed.

Why Other Options Are Incorrect:

API Actions: Primarily used for invoking external APIs, not for internal Salesforce data operations.

SOQL Query: Retrieves data from Salesforce but does not update fields.

References:

OmniStudio DataRaptors Documentation

OmniStudio Integration Procedures

When launching a patient portal with contact tracing functionality as part of a Health Cloud implementation, it's crucial to select a license that supports advanced sharing capabilities and customizable dashboards for external patient users. The Customer Community Plus for Health Cloud license is the most appropriate choice to meet these requirements.

Key Features of Customer Community Plus for Health Cloud:

Advanced Sharing: This license offers advanced sharing capabilities, allowing for more granular control over data access. This ensures that patients can securely access their health information while maintaining compliance with privacy regulations.

Customizable Dashboards: With this license, users have access to customizable dashboards, enabling the presentation of personalized health data, appointment schedules, and other relevant information in an intuitive and user-friendly interface.

Enhanced Permissions: Customer Community Plus provides enhanced permissions compared to the standard Customer Community license, including the ability for users to manage their own records and collaborate more effectively with healthcare providers.

Considerations:

User Access Requirements: Assess the specific needs of your patient users, including the types of data they need to access and the level of interaction required within the portal. Customer Community Plus supports more complex use cases involving data sharing and collaboration.

Compliance and Security: Ensure that the chosen license aligns with healthcare compliance standards, such as HIPAA, to protect patient information. The advanced sharing and security features of Customer Community Plus support adherence to these regulations.

References:

Experience Cloud for Health Cloud FAQ: This Salesforce Help article provides detailed information about the capabilities and features of Experience Cloud licenses tailored for Health Cloud, including advanced sharing and dashboard customization.

Salesforce

Editions & Pricing - Health Cloud: This Salesforce pricing page outlines the different Health Cloud editions and their features, helping to determine the most suitable license for your needs.

Salesforce

By selecting the Customer Community Plus for Health Cloud license, Bloomington Caregivers can provide their external patient users with a robust and secure portal experience, featuring advanced data sharing and customizable dashboards that enhance patient engagement and satisfaction.

Salesforce Shield provides the necessary tools to meet the compliance requirements of encryption at rest, activity notifications, and extensive field tracking. Below are the key considerations and practices:

Enable Salesforce Shield:

Platform Encryption: Encrypt sensitive data at rest to comply with regulations such as HIPAA and GDPR.

Field Audit Trail: Tracks changes to data, offering up to 10 years of historical data retention for auditing purposes.

Event Monitoring: Monitors user activities such as logins, data exports, and API calls to detect and respond to potential security threats.

Configure Data Classification:

Assign data sensitivity levels to fields (e.g., "Confidential," "Restricted") to help manage compliance requirements.

Use Event Monitoring:

Tracks user actions and system usage to ensure transparency and accountability, which is essential for audits.

Why Other Options Are Incorrect:

A: Security Health Check and Data Loss Prevention policies are useful but do not address encryption or comprehensive compliance tracking.

B: Two-factor authentication enhances security but does not address monitoring or extensive field tracking.

D: Role hierarchy and IP restrictions control access but do not address encryption, tracking, or activity monitoring.

References:

Salesforce Shield Overview

Event Monitoring Documentation

To automate the capture of data from faxes for clinical reviews and manage the approval process in Salesforce Health Cloud, the following capabilities are recommended:

Utilization Management in Health Cloud supports the payer's clinical review process by enabling workflows for reviewing medical necessity and care appropriateness.

It provides structured workflows for processing clinical documents, making it ideal for end-to-end determination and approval processes.

Features include care authorizations, review tracking, and decision management.

Intelligent Document Automation extracts data from documents (e.g., faxes, PDFs) and populates corresponding Salesforce records.

This capability reduces manual data entry, improves accuracy, and ensures data is automatically captured from the faxes received.

Paired with Salesforce workflows, it can trigger approvals or further reviews based on extracted data.

1. Utilization Management (A):2. Intelligent Document Automation (C):Why Other Options Are Incorrect:

B. Integrated Care Management: Focuses on patient care plans and coordination, not clinical review or payer processes.

D. Care Authorizations: Handles care approvals but does not support document data extraction or end-to-end review processes.

References:

Utilization Management in Health Cloud

Intelligent Document Automation Overview

Bloomington Caregivers is transitioning from legacy Care Plans to Integrated Care Management (ICM) in Salesforce Health Cloud to enhance care coordination and patient outcomes. Understanding the features and setup of ICM is crucial for a successful transition.

Enabling Integrated Care Management (Answer C):

Enhanced Care Management Setting:

Purpose: Activating the Enhanced Care Management setting in Salesforce Setup enables Integrated Care Management features within Health Cloud.

Implementation Steps:

Navigate to Setup: In Salesforce, go to Setup.

Search for Health Cloud Settings: Enter "Health Cloud" in the Quick Find box and select Health Cloud Settings.

Enable Enhanced Care Management: Locate the Enhanced Care Management option and toggle it to enable.

Migrating from Service Cloud to Health Cloud requires several prerequisites to ensure successful installation and functionality of the Health Cloud managed package:

Log a Support Case to Enable Person Accounts (Option B):

Health Cloud relies on Person Accounts to manage patients as individuals.

Administrators must contact Salesforce Support to enable Person Accounts in the org since this cannot be activated through Setup.

Enable Contacts to Relate to Multiple Accounts (Option C):

This functionality allows a contact (e.g., a patient) to be associated with multiple accounts, such as primary care providers, specialists, or insurance entities.

Navigate to Setup > Account Settings, and enable Contacts to Multiple Accounts.

Enable Chatter Settings (Option E):

Chatter is used in Health Cloud for collaboration and real-time updates.

Administrators must ensure Chatter is activated to support case discussions, timeline sharing, and other collaborative features.

Option A: While enabling data protection is important, it is not a prerequisite for installing Health Cloud.

Option D: Enabling Person Accounts is correct, but it is done via a support case (Option B).

Key Prerequisites:Other Considerations:References:

Health Cloud Installation Guide

Enabling Person Accounts

Contacts to Multiple Accounts

To effectively recruit, credential, and onboard providers into its network, a payer should utilize the Provider Network Management add-on in Salesforce Health Cloud.

Understanding Provider Network Management:

Purpose: Provider Network Management (PNM) is designed to streamline the processes of recruiting, enrolling, credentialing, and managing healthcare providers within a payer's network. It enhances operational efficiency, ensures compliance, and improves provider satisfaction.

Key Features:

Provider Enrollment: Facilitates efficient registration and recruitment of providers, reducing onboarding time and enhancing engagement.

Credentialing: Supports verification and validation of provider qualifications, ensuring that only qualified professionals join the network.

Contract Management: Manages various contract types and network models, accommodating diverse provider relationships.

Network Adequacy: Assists in constructing effective provider networks to meet patient needs and regulatory requirements.

Implementation Steps:

Acquire the Provider Network Management Add-On:

Ensure that your Salesforce Health Cloud instance includes the PNM add-on, which is available in Enterprise and Unlimited editions.

Configure Provider Enrollment Processes:

Set up workflows for provider recruitment and registration, utilizing PNM's enrollment features to streamline the process.

Establish Credentialing Protocols:

Implement credentialing workflows to verify provider qualifications, leveraging PNM's integration capabilities for primary source verification.

Manage Contracts and Networks:

Utilize PNM's contract management tools to handle various contract types and maintain an organized provider network.

References:

How Provider Network Management Works: For a comprehensive overview of PNM's functionalities, refer to Salesforce's official documentation: How Provider Network Management Works

Get to Know Provider Network Management: To understand the setup and configuration of PNM, consult: Get to Know Provider Network Management

Conclusion:

By implementing the Provider Network Management add-on, payers can effectively recruit, credential, and onboard providers, thereby enhancing network efficiency, ensuring compliance, and improving overall provider satisfaction.

When an end user is unable to view certain data on the Enhanced Timeline for Contact Center during User Acceptance Testing (UAT), the primary step in troubleshooting should be to verify that the user possesses the appropriate object permissions.

Understanding Object Permissions:

Purpose: Object permissions determine a user's ability to create, read, edit, or delete records of a particular object within Salesforce.

Types of Permissions:

Read: Allows users to view records.

Create: Permits users to add new records.

Edit: Enables users to modify existing records.

Delete: Grants users the ability to remove records.

Troubleshooting Steps:

Verify User's Profile and Permission Sets:

Profiles: Check the user's assigned profile to ensure it includes the necessary object permissions for the data intended to be displayed on the Enhanced Timeline.

Permission Sets: Review any permission sets assigned to the user that might grant additional object permissions.

Ensure Field-Level Security:

Confirm that field-level security settings permit the user to access the specific fields associated with the timeline data.

Check Sharing Settings:

Assess the organization's sharing rules and settings to ensure the user has the requisite access to the records in question.

References:

Salesforce Security Guide: For detailed information on configuring object permissions and ensuring proper access controls, consult the Salesforce Security Guide: Salesforce Security Guide

Conclusion:

Ensuring that users have the correct object permissions is crucial for accessing data on the Enhanced Timeline. By verifying and configuring these permissions appropriately, administrators can resolve visibility issues and enhance user experience during UAT.

To optimize workflows for a payer’s call center, conducting a discovery phase requires identifying key pain points, inefficiencies, and opportunities.

Identify Personas and Walk Through a Day in Their Life:

Engage call center agents and supervisors who handle prior authorization requests and ask them to describe their daily processes, challenges, and tools used.

Take detailed notes to map out existing workflows and pinpoint inefficiencies. This approach provides insights into real-world challenges, helping to design tailored workflows that address bottlenecks.

Why Other Options Are Incorrect:

B. Build a proof of concept to present to the client and ask them for feedback:Building a proof of concept comes later, after completing discovery and requirements gathering.

C. Research industry trends and develop a point of view, then present it to the customer for validation:While understanding industry trends is useful, presenting pre-determined workflows without first understanding the customer’s specific needs risks misalignment.

D. Use work from another project to inform the discovery, then review it with the IT department:Reusing workflows from another project may not address the unique needs of this customer’s call center processes.

References:

Salesforce Health Cloud Use Case Discovery Best Practices

Administer Health Cloud

To enable Assessments in Salesforce Health Cloud, administrators must configure the org appropriately, ensuring that users can effectively utilize assessment tools for patient evaluations. The following steps are essential:

Download and Install OmniStudio (Answer A):

Purpose: OmniStudio provides a suite of declarative tools, including OmniScripts and DataRaptors, essential for building and managing assessments within Health Cloud.

Implementation Steps:

Access Salesforce AppExchange: Navigate to the AppExchange marketplace.

Search for OmniStudio: Locate the OmniStudio package suitable for your Salesforce edition.

Install the Package: Follow the installation prompts, ensuring that all components are correctly deployed.

Action Plan Templates in Salesforce Health Cloud are designed to support care coordination by automating the creation of dependent intervention tasks. These templates allow administrators to define a set of tasks and their dependencies, ensuring that tasks are completed in a specific sequence or based on predefined criteria.

How Action Plan Templates Work for Dependent Tasks:

Task Sequencing: Enables the creation of dependent tasks that are triggered when prior tasks are completed.

Reusable Templates: Action Plan Templates can be reused across different care plans, ensuring consistency in intervention management.

Flexibility in Task Configuration: Includes options to assign tasks to specific team members, define due dates, and set task dependencies.

Why Other Options Are Incorrect:

Intervention Templates: Focused on creating reusable intervention definitions but lack task dependency configuration.

Industry Template Library: Provides predefined templates for healthcare workflows but does not directly address task dependencies.

Care Plan Task Templates: Define standalone tasks but do not support task dependencies or automation.

References:

Action Plan Templates Documentation

Integrated Care Management Overview

When preparing for the go-live of Bloomington Caregivers, it's essential to ensure that system users have the appropriate permissions to access Health Cloud functionalities. Salesforce utilizes permission set licenses to grant users access to specific features beyond their standard user licenses. In this context, two critical permission set licenses should be assigned:

Health Cloud Permission Set License:

Purpose: This license provides users with access to features delivered in the Health Cloud managed package. It enables functionalities that are integral to Health Cloud but not included in the core Salesforce platform.

The Life Sciences data model in Salesforce Health Cloud is specifically designed to meet the needs of MedTech companies. It includes features for planning and tracking surgical case visits, managing medical device inventory, and conducting cycle counts, making it ideal for this use case.

Key Features of the Life Sciences Data Model:

Surgical Case Management: Tracks and plans surgical procedures, including device requirements and associated logistics.

Device Inventory Management: Manages medical device stock, including availability, usage, and maintenance schedules.

Cycle Counts: Ensures inventory accuracy through routine counting and tracking.

Why Other Options Are Incorrect:

Intelligent Sales: Focuses on sales processes, not surgical or inventory management.

Inventory Management: Generic inventory features lack the healthcare-specific capabilities provided by the Life Sciences model.

Provider Engagement: Centers around provider relationship management rather than surgical and inventory processes.

References:

Life Sciences Cloud Documentation

Surgical Case Management Features

The Program Enrollment Flow is an out-of-the-box feature in Salesforce Health Cloud that streamlines patient registration for care programs while capturing their consent. This flow ensures an efficient and compliant process for onboarding patients into care programs.

Key Features of Program Enrollment Flow:

Consent Capture: Collects and records patient consent as part of the enrollment process.

Eligibility Verification: Integrates eligibility checks to ensure patients meet program requirements.

Streamlined Enrollment: Guides care coordinators through the steps to enroll patients into programs, ensuring consistency.

Why Other Options Are Incorrect:

B. Program Eligibility OmniScript: Focuses on determining program eligibility, not full enrollment with consent capture.

C. Care Plan Enrollment Flow: This flow relates to care plan assignments, not program registration.

D. Enrollment Consent OmniScript: This is not a standard Health Cloud feature; consent capture is integrated into the Program Enrollment Flow.

References:

Program Enrollment in Health Cloud

Implementing Virtual Care in Salesforce Health Cloud enables Bloomington Caregivers to offer telehealth services, enhancing patient engagement and accessibility. The following steps are essential for setting up Virtual Care:

Set Up and Configure Salesforce Scheduler (Answer A):

Purpose: Salesforce Scheduler facilitates the booking and management of appointments, including virtual consultations.

Implementation Steps:

Enable Salesforce Scheduler: Ensure that Salesforce Scheduler is enabled in your org.

Configure Service Resources: Define healthcare providers as service resources.

Set Up Appointment Scheduling: Configure appointment types, availability, and scheduling policies to accommodate virtual visits.

To address the use case of creating a UI component for a MedTech company that displays customer data, allows initiating a new order process, and displays available products for purchase, the following OmniStudio capabilities are required:

1. Integration Procedures:

Purpose: Integration Procedures handle server-side logic by connecting with external systems, databases, or Salesforce objects to fetch or update data efficiently.

Role in Use Case: The new order process will likely require data from external systems, such as a product catalog or inventory system. Integration Procedures are ideal for orchestrating these back-end calls and consolidating data to display product availability or order information.

Key Features:

Perform complex, multi-step actions in a single server call.

Fetch data asynchronously, improving UI performance.

The business process requires a combination of capabilities for handling patient insurance cards, benefits verification, and appointment scheduling. The following Health Cloud capabilities are recommended:

Intelligent Document Automation:

Automates the processing of uploaded documents, such as insurance cards.

Intelligent Document Reader:

Reads data from documents and creates corresponding records (e.g., Member Plan records).

Benefits Verification:

Runs real-time verification checks on insurance plans and coverage.

Intelligent Appointment Management:

Facilitates scheduling appointments on behalf of the patient with the provider.

Why Other Options Are Incorrect:

A & B: These options exclude critical elements like Intelligent Document Reader.

D: Utilization Management and Care Management are unrelated to the stated requirements.

References:

Intelligent Document Automation Overview

Intelligent Appointment Management Overview

Benefits Verification Overview

To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.

Correct Features Explanation:

Medication Reconciliation:

This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.

By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.

Medication Review:

This involves reviewing the patient's entire medication list to assess safety, appropriateness, and effectiveness.

Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.

Why Other Options Are Incorrect:

A. Medication Audit:While this could involve reviewing medication-related data, it is not a standard Health Cloud feature designed for drug-to-drug interaction detection or medication tracking.

D. Medication Administration:This feature focuses on the administration of drugs to patients, such as documenting doses and timing, and does not handle tracking or interaction detection in a standardized way.

Key Benefits of the Correct Features:

Ensuring Patient Safety: Tracks and reconciles medications to avoid harmful drug interactions.

Standardized Format: Maintains consistent records, compliant with healthcare regulations like HIPAA and FHIR standards.

Improved Coordination: Enables care teams to collaborate effectively in managing patient medications.

References:

Administer Health Cloud

Salesforce Health Cloud Medication Management Features Documentation

Salesforce FHIR Compliance Guide for Standardized Health Data

Utilization Management is a critical component in healthcare that focuses on ensuring the appropriateness, necessity, and efficiency of healthcare services. For payers working with plan members and medical providers, the case-by-case review of care appropriateness requires thorough processes to streamline authorization and review tasks.

Designing Care Requests to Seek Authorization (Answer B):

Purpose: The Care Request object in Health Cloud is essential for seeking authorizations from a health plan for specific healthcare services, drugs, or admissions. This object ensures that requests are appropriately documented and tracked.

Functionality:

It allows users to create and manage care requests linked to plan members.

Integrates with payer systems to capture critical details for authorization, such as service codes, plan information, and medical necessity documentation.

Supports automation through workflows and approvals, speeding up the decision-making process.

Relevance: By designing efficient Care Requests, the consultant ensures that all required details for preauthorizations or service reviews are captured seamlessly, meeting regulatory and operational needs.

Considering Request Review Types (Answer C):

Purpose: UM processes in Health Cloud must address the three primary types of reviews:

Prior Authorization Review: Conducted before the service is provided to determine medical necessity.

Concurrent Review: Evaluates the necessity of ongoing care during hospitalization or service delivery.

Retrospective Review: Analyzes the appropriateness of care after it has been delivered.

Implementation in Health Cloud:

The consultant must design workflows and data models to capture the details of these review types, including timestamps, reviewer notes, and outcomes.

Health Cloud supports tracking and documenting these reviews within the UM module, ensuring compliance with healthcare regulations.

Relevance: These review types allow the payer to influence decisions by ensuring appropriate care is provided while managing costs and maintaining high-quality outcomes.

Why the Other Options Are Less Relevant:

A. Designing Next Best Action and Recommendations for the Care Management Team: While recommendations and next-best-action features are beneficial for care management, they are not directly tied to the case-by-case review process of Utilization Management, which focuses more on care appropriateness and authorizations.

D. Considering the Number of Intake Agents Using Health Cloud: While operational considerations like staffing are important, this is not a Utilization Management process. It's a broader organizational concern unrelated to the core functionality of UM in Health Cloud.

References:

Utilization Management Overview: Salesforce documentation outlines how to handle prior authorizations, service approvals, and related processes within Health Cloud. (help.salesforce.com)

Care Requests and Authorizations: Details on managing care requests and integrating with payer systems for streamlined authorization workflows. (developer.salesforce.com)

UM Process Design in Health Cloud: Guidance on implementing request review types and managing data models to support UM. (architect.salesforce.com)

By addressing Care Requests and Request Review Types, the consultant ensures a robust Utilization Management setup, enabling effective collaboration between payers, providers, and members while optimizing care delivery and compliance.

Using External Objects is the most efficient integration pattern for managing large volumes of data, such as claims. In this scenario, the claims data resides in an external system, and fetching 10 million records annually into Salesforce is neither scalable nor cost-effective. External Objects allow Salesforce users to access the data on demand without storing it in Salesforce.

Key Features of External Objects:

Real-Time Access: Fetches claims data directly from the external system when a patient’s record is accessed.

Storage Efficiency: Avoids consuming Salesforce storage limits by not importing the data.

Flexible Integration: External data sources such as OData can be configured to integrate with Salesforce.

Why Other Options Are Incorrect:

A. Nightly Job: Importing all claims into Salesforce daily would require excessive storage and processing resources.

B. ESB Load: Loading claims into Salesforce via an ESB introduces similar storage concerns as Option A.

C. Callout on Demand: While possible, storing claims data in Salesforce after a callout defeats the purpose of on-demand integration.

References:

External Objects in Salesforce

Integrating External Data with Salesforce Connect

Salesforce Health Cloud includes several features to ensure compliance with regulations like the Health Insurance Portability and Accountability Act (HIPAA). Among these, user authentication and access control is a key feature that safeguards protected health information (PHI) by controlling and restricting access based on user roles, permissions, and organizational policies.

Why User Authentication and Access Control is Key for HIPAA Compliance:

Role-Based Access Control (RBAC):

Salesforce allows administrators to define and manage access through role hierarchies and sharing rules. Only authorized users can view, edit, or process sensitive health data.

Shield Platform Encryption:

Salesforce Shield provides encryption capabilities for PHI. It ensures data remains secure at rest and during transit, an essential requirement of HIPAA.

Audit Trails and Field Tracking:

Salesforce Health Cloud tracks changes to sensitive data fields, offering detailed logs for auditing purposes.

Two-Factor Authentication (2FA):

2FA ensures only authenticated users access the system, adding an extra layer of security to sensitive health information.

Compliance Policies:

Salesforce’s built-in compliance tools, like health data masking and logging, align with HIPAA requirements.

Why Other Options Are Incorrect:

A. Data visualization and analytics:While important for decision-making, this feature does not directly address HIPAA compliance as it focuses on operational insights rather than security.

B. Social media integration:Social media features are unrelated to HIPAA compliance and could pose risks if improperly managed.

D. Real-time monitoring and alerts:While useful for operational efficiency, this feature is not specifically tied to compliance with HIPAA’s privacy and security rules.

References:

Salesforce Security Guide

Shield Platform Encryption Guide

Administer Health Cloud

To display a patient's health conditions and clinical encounters as a sequence of events on the patient's Person Account page using the Enhanced Timeline functionality in Salesforce Health Cloud, it's essential to configure the timeline appropriately. This involves creating a Timeline View Configuration record that defines which events and related objects are displayed.

Understanding Enhanced Timeline:

Purpose: The Enhanced Timeline provides a chronological view of a patient's healthcare events, enabling healthcare providers to visualize and track patient interactions over time.

Features:

Event Visualization: Displays events such as clinical encounters, health conditions, tasks, and more.

Customization: Allows administrators to define which objects and fields are represented on the timeline.

Interactivity: Users can click on events to view detailed information.

Implementation Steps:

Create a Timeline View Configuration Record (Answer C):

Purpose: Defines the base object (e.g., Person Account) and related objects (e.g., Clinical Encounters, Health Conditions) to be displayed on the timeline.

Steps:

Navigate to Timeline Configurations: In Salesforce Setup, enter "Timeline" in the Quick Find box and select Timeline View Configurations.

Create New Configuration: Click New to create a new Timeline View Configuration record.

Define Base Object: Set the base object to Person Account.

Add Related Objects: Specify related objects such as Clinical Encounters and Health Conditions that should appear on the timeline.

Configure Display Settings: Define fields for event titles, subtitles, dates, and any filters or conditions as needed.

Save Configuration: Save the Timeline View Configuration record.

Add Enhanced Timeline to the Person Account Page:

Purpose: Ensures that the timeline is visible on the patient's Person Account page.

Steps:

Open Lightning App Builder: Navigate to a Person Account record and click Edit Page.

Add Timeline Component:

The Advanced Patient Card in Salesforce Health Cloud provides an organized and navigable view of critical patient information, such as insurance, clinical data, and details of the primary care physician. This feature allows healthcare providers to access key data quickly within a patient’s profile.

Key Features of Advanced Patient Card:

Data Aggregation: Consolidates insurance, clinical, and provider information in a single, easy-to-navigate view.

Customizable Fields: Allows organizations to configure the card to display the most relevant information.

Improved User Experience: Designed to streamline the workflow of care providers by providing quick access to key data.

Why Other Options Are Incorrect:

Patient Path: Focuses on tracking patient milestones rather than critical information at a glance.

Enhanced Timeline: Provides a chronological view of patient interactions, not immediate profile data.

Enhanced Highlights Panel: Displays high-level patient data but lacks the depth and configurability of the Advanced Patient Card.

References:

Advanced Patient Card Overview

Salesforce Health Cloud’s Intelligent Document Automation streamlines document management and integrates directly into workflows. Below are the key out-of-the-box capabilities leveraged with Intelligent Document Automation:

Record Type Association (A):

Automatically associates received documents with the appropriate record type, such as insurance claims, prescriptions, or referrals.

This ensures accurate categorization and alignment with organizational data models.

Automated Document Checklist Item Creation (C):

Automatically generates checklist items based on received documents, ensuring that follow-up tasks or reviews are created and assigned to appropriate users.

Barcode Scanning (E):

Supports barcode scanning to quickly identify and associate documents with the correct patient or case, improving operational efficiency and reducing errors.

Why Other Options Are Incorrect:

B (Document Rotation): Document rotation is not a built-in feature of Intelligent Document Automation in Health Cloud.

D (eFax Connection): eFax integration requires additional setup or third-party tools and is not an out-of-the-box Health Cloud feature.

References:

Intelligent Document Automation Overview

Salesforce Document Management Features

The HCProvider360 FlexCard is the most suitable feature to implement when Bloomington Caregivers wants to display highlighted information about providers, such as their contact details and specialties, in one centralized location.

Comprehensive View:

The HCProvider360 FlexCard is designed to aggregate and display critical provider information, including:

Contact details (phone, email, etc.).

Provider specialty.

Facility-specific information.

Flexibility:

As a part of OmniStudio FlexCards, this feature can be customized to pull data from multiple objects and display it in a clean, user-friendly interface.

Efficiency for Users:

End users can quickly view provider information without navigating through multiple pages or objects, enhancing productivity and reducing complexity.

Navigate to OmniStudio and create or customize the HCProvider360 FlexCard.

Configure data sources to fetch provider details and facility relationships.

Add the FlexCard to the appropriate Lightning page using Experience Builder or App Builder.

Provider Network Management (Option A): Focused on managing the network of providers rather than presenting detailed information in a centralized view.

Provider Relationship Card (Option B): Shows relationships but lacks the customization and detail aggregation capabilities of the HCProvider360 FlexCard.

Facility Relationship Center (Option D): More suited for visualizing facility-related relationships rather than highlighting provider information.

Why HCProvider360 FlexCard?Implementation Steps:Other Options Reviewed:References:

OmniStudio FlexCards Overview

HCProvider360 FlexCard Documentation

When onboarding a new business unit to Health Cloud while protecting sensitive data for the existing Service Cloud users, adjusting Organization-Wide Defaults (OWD) is critical.

Health Details to Controlled by Parent or Private:

Ensures that only users with appropriate access to parent records (e.g., Person Accounts or Cases) can view sensitive health-related information.

Person Accounts to Private:

Restricts visibility of patient data at the account level, limiting access to users within the appropriate Health Cloud business unit.

Related Clinical Objects to Controlled by Parent or Private:

Applies restricted access to clinical objects like care plans, conditions, and encounters to ensure that PHI is not accessible to Service Cloud users.

B. Account and Contract to Private: Relevant for managing non-healthcare data but not directly tied to PHI protection.

D. Contact to Controlled by Parent: While this helps manage access to contact data, it does not address broader clinical objects or PHI.

Recommended Settings:Why Other Options Are Less Suitable:References:

Salesforce Health Cloud Security Best Practices

To comply with the Children’s Online Privacy Protection Act (COPPA) while implementing Salesforce Health Cloud for managing the data of children under 13, Bloomington Caregivers must consider the following:

Requirement:

COPPA mandates that companies take reasonable measures to secure children’s personal information against unauthorized access or disclosure.

Implementation in Health Cloud:

Use Salesforce’s robust security features, such as Shield Platform Encryption, two-factor authentication, and role-based access controls, to safeguard sensitive data.

Requirement:

Personal data of children must be encrypted during storage (at rest) and transmission (in transit) to prevent unauthorized access.

Implementation in Health Cloud:

Use Salesforce Shield for platform encryption, ensuring compliance with data protection standards.

Enable HTTPS for secure communication channels and encrypt sensitive fields like names, addresses, and medical records.

Requirement:

Organizations must obtain verifiable consent from parents or guardians before collecting or storing any personal information about children under 13.

Implementation in Health Cloud:

Implement custom workflows or forms to capture and log parental consent.

Use audit tracking to document consent for regulatory compliance.

Partner Compliance (Option D):

While ensuring partners adhere to COPPA is important, it is not explicitly required by the healthcare organization itself under COPPA.

Disclosing Privacy Policies (Option E):

Disclosing policies is essential, but it is part of obtaining parental consent (Option C).

1. Implementing Appropriate Security Measures (Option A):2. Ensuring Encryption of Data (Option B):3. Obtaining Verified Parental Consent (Option C):Other Options:References:

Salesforce Shield Platform Encryption

COPPA Compliance Guidelines