Salesforce Health-Cloud-Accredited-Professional Dumps

In Salesforce Health Cloud, when an organization needs to track account information along with geographical details (like facilities, addresses, and locations), the following objects are used:

A. Location

A standard object in Salesforce used to store physical location data such as addresses, latitude/longitude, and site details.

Useful for mapping and onsite representative visits.

B. Healthcare Facility

Represents the organization’s clinical facilities (hospitals, clinics, labs, etc.).

Connected to Accounts to model the healthcare network.

C. Facility Address

Stores detailed address information for a healthcare facility.

Provides geographical data needed by onsite reps.

Why not D. Clinic Location?

Clinic Location is not a standard Health Cloud object. The correct objects are Healthcare Facility + Facility Address + Location to track facility and geographical details.

Salesforce Health Cloud Reference:

???? Salesforce Health Cloud Provider Data Model:

“Use the Healthcare Facility object to represent hospitals, clinics, and other care sites.”

“Use the Facility Address object to store location-specific details about healthcare facilities.”

“The Location object stores standardized address and geographic information.”

Step-by-Step Explanation:

COPPA Requirements in Healthcare Applications:

Disclose privacy policy and obtain parental consent:

“Organizations must provide clear privacy notices to parents and obtain their consent before collecting any personal information from children under 13.”

— Reference: Salesforce Security Guide, COPPA Compliance

Obtain verified parental consent before collection/storage:

“Verified parental consent is a core requirement for COPPA, prior to collection and storage of children’s personal data.”

Implement security measures:

“Appropriate security controls and safeguards must be in place to protect children’s data as mandated by COPPA.”

Encryption:

While encryption is a best practice (option D), COPPA explicitly requires appropriate security but does not mandate encryption at rest and in transit as a specific requirement, though it is recommended.

Partner Compliance:

Option E refers to the implementation partner, but regulatory responsibility remains with the covered entity (Bloomington Caregivers), not the partner.

Step 1: Understanding the Requirement

A payer organization needs to recruit, credential, and onboard providers into its network. This requires features that manage provider information, credentialing processes, onboarding workflows, and network directory maintenance.

Step 2: Official Salesforce Health Cloud Capability

Salesforce Health Cloud offers an add-on called Provider Network Management (PNM) that is specifically designed for payers to recruit, credential, and onboard providers.

Extract:

“Provider Network Management streamlines recruiting, credentialing, onboarding, and network directory maintenance for payers. It provides tools to manage the provider lifecycle from initial recruitment through onboarding and network management.”

Administer Health Cloud – Provider Network Management

Step 3: Review of Options

A. Contact Center for Payers: Focused on member and provider service center functionality, not recruiting or credentialing.

B. Utilization Management: Focused on authorization and medical necessity reviews, not onboarding or credentialing.

C. Provider Network Management: Specifically built for recruiting, credentialing, and onboarding providers.

D. Provider Relationship Management: Focuses on relationship management post-onboarding, but not credentialing/onboarding workflows.

The requirement is:

Encryption at rest → Handled by Salesforce Shield Platform Encryption.

Notification of activities (user monitoring, data access) → Provided by Event Monitoring in Salesforce Shield.

Extensive field tracking → Achieved with Field Audit Trail, also part of Salesforce Shield.

That’s why the correct answer is the Salesforce Shield bundle, which directly addresses all three compliance needs.

Why not the others?

A. Role Hierarchy, Password Policies, IP Restrictions → These are basic Salesforce security features, but they don’t provide encryption at rest or activity monitoring.

B. Field Audit Trail + Encryption + 2FA → Close, but Field Audit Trail and Encryption require Shield anyway, and 2FA is important but doesn’t meet the monitoring requirement.

D. Security Health Check + DLP policies → Useful for improving org security posture, but Salesforce does not have native DLP policies like in other security platforms. This doesn’t satisfy the encryption + monitoring requirement.

Salesforce Health Cloud / Security Reference:

???? Salesforce Shield Overview:

“Use Shield Platform Encryption for encryption at rest.”

“Use Event Monitoring to monitor and track user activity across apps.”

“Use Field Audit Trail to retain field value changes for compliance requirements.”

In Salesforce Health Cloud Advanced Therapy Management (ATM), the enrollment process for associating patients to Care Programs is driven by OmniStudio OmniScripts.

Salesforce provides out-of-the-box OmniScripts for patient enrollment.

Best practice: Instead of building from scratch, you clone the delivered OmniScript and then customize it to align with your customer’s unique enrollment process.

This approach ensures you continue to leverage Health Cloud’s standard functionality while tailoring the process flow.

Why not the others?

A. FlexCard – Displays patient/care program info but doesn’t handle the guided enrollment process.

B. Flow – Standard Salesforce Flows are not used for ATM enrollment; Health Cloud leverages OmniScripts for these guided workflows.

C. Apex Class – Only needed for custom logic; cloning Apex is not recommended for configuration/customization here.

Salesforce Health Cloud Reference:

Salesforce Health Cloud Implementation Guide – Advanced Therapy Management:

“Enrollment processes for patients into Care Programs are delivered as OmniScripts. To customize these processes, clone the standard OmniScript and modify it to meet your business needs.”

Step-by-Step Explanation:

Person Account as Patient Model:Salesforce Health Cloud is designed to leverage the Person Account model to represent patients, especially for large provider systems.

Exact Extract:

“Health Cloud uses person accounts to represent patients as individuals with whom you do business. Person accounts combine the functionality of accounts and contacts into a single record.”

The requirement is to identify the Health Cloud feature that helps ensure compliance with the Health Insurance Portability and Accountability Act (HIPAA), which governs the protection of Protected Health Information (PHI). HIPAA compliance requires robust security measures, including access controls and data protection. Let’s evaluate the options.

Option A: Data visualization and analytics

Explanation: Data visualization and analytics in Health Cloud provide insights into patient data and care coordination but do not directly address HIPAA compliance requirements like securing PHI or controlling access. These features are more about operational efficiency than security.

The use case mentions:

Plan and track surgical case visits

Manage device inventory

Run cycle counts

These requirements directly align with the Health Cloud Inventory Management data model.

Inventory Management in Health Cloud is designed for MedTech and Life Sciences companies to track:

Surgical case planning and scheduling

Medical device and implant inventory management

Cycle counts and stock levels across facilities

It supports end-to-end surgical case tracking, ensuring the right devices are available at the right place and time.

Why not the others?

A. Life Sciences – Broader model used for clinical trials, patient programs, and pharma engagement, but not focused on surgical case + device inventory.

B. Provider Engagement – Used for managing provider relationship data (e.g., physician affiliations, facilities), not inventory or surgical planning.

C. Intelligent Sales – Focused on sales optimization and customer engagement, not surgical case or inventory management.

Salesforce Health Cloud Reference:

???? Salesforce Health Cloud – Inventory Management Guide:

“Use the Inventory Management data model to manage device inventory, surgical case planning, cycle counts, and medical device tracking across healthcare facilities.”

Step-by-Step Explanation:

Requirement Analysis:

The client wants to send patients a personalized summary document after their visit, including their care plan.

The process involves selecting from templates and generating patient-specific content.

Tool Comparison:

Health Cloud Email Manager:

Used for composing and sending emails, not for generating documents from templates.

Salesforce PDF Generator:

While Salesforce can generate PDFs from reports, it does not offer flexible, template-based document generation suited for post-visit summaries or complex care plans, especially with dynamic fields.

OmniStudio Document Generation:

Specifically designed to enable dynamic, template-based document creation in Health Cloud and other Salesforce verticals.

Allows users to select templates, merge patient/case data, and generate PDFs or DOCX that can be sent to patients or caregivers.

Supports integration within Health Cloud flows, empowering users (like a patient advocate) to initiate document generation with a few clicks.

Contract Lifecycle Management:

Focused on legal contracts and workflows, not patient summaries or care plans.

Exact Extracts and References from Salesforce Docs:

Extract from OmniStudio Standard Guide:

“OmniStudio Document Generation lets you generate dynamic documents from templates, such as care plans, patient summaries, or correspondence. Templates can be pre-built and allow for the insertion of Health Cloud data fields, enabling the creation of personalized documents for patients or members.”

— OmniStudio Document Generation Overview

From Health Cloud Admin Guide, under Patient Correspondence:

“Patient advocates can use OmniStudio Document Generation to select templates and create personalized care documents for patients based on their Health Cloud data.”

— Reference: Administer Health Cloud - Document Generation

Best Practice from Salesforce:

Salesforce recommends OmniStudio Document Generation for any scenario requiring dynamic, patient-specific document creation and distribution.

Step-by-Step Explanation:

Requirement:

Encrypt files in a full sandbox instance.

Salesforce Shield Platform Encryption:

Provides encryption of files and attachments at rest across Salesforce environments (including sandboxes).

“Use Shield Platform Encryption to encrypt files and attachments stored in Salesforce, including those in sandbox environments.”— Salesforce Shield Platform Encryption Guide

Other Options:

Classic Encryption: Only encrypts a limited set of standard fields, not files or attachments.

Salesforce Data Mask: Masks data for sandbox use, but does not encrypt files for runtime.

Industry Data Security: Not a Salesforce product for file encryption.

 Medication Management in Health Cloud enables providers to view all of a patient's prescription history in one place, supporting medication reconciliation and review for better health outcomes.

Extract:

“Use Medication Management to track and review patient prescriptions, past and present, ensuring a comprehensive view of medication history and supporting care team collaboration.”

(Source: Administer Health Cloud – Medication Management)

 Other options (Intelligent Appointment Management, Virtual Care, Integrated Care Management) do not provide comprehensive medication tracking.

 Access to Filtered Fields:

Exact Extract:

“If a user does not have access to a field that is used in a filter on a patient or member list, the list will not be displayed to that user.”

Step-by-Step Explanation:

Feature Overview:The Actionable Relationship Center (ARC) in Salesforce Health Cloud is specifically designed to give healthcare organizations a graphical and interactive way to visualize, manage, and act on complex relationships among people (patients, caregivers, practitioners) and organizations.

Source: Administer Health Cloud – Actionable Relationship Center

Complex Associations:ARC supports multiple relationship types, including personal, clinical, and organizational connections, enabling users to easily view and manage these associations in a single, unified interface.

Exact Extract:

“With Actionable Relationship Center, care coordinators and other users can view, create, and manage the relationships between patients, their care teams, household members, and service providers. The ARC visualization tool shows complex relationships between people and organizations.”

In Salesforce Health Cloud’s Identity Verification framework, you can configure which search parameters (such as date of birth, SSN, phone number, etc.) are used by customer service representatives to verify a member or patient’s identity.

To add a new search parameter, you configure an Identity Verification Parameter Item record.

Identity Verification Parameter Item → Defines the actual search fields that will be used in the verification process.

These parameter items are tied to the Identity Verification Process Detail to determine how the verification is performed.

Why not the others?

A. Verification Search Feature – This controls whether identity verification search is enabled, but not the specific search parameters.

B. Identity Verification Process Detail – This defines the steps and rules of the verification process, but doesn’t store the search fields themselves.

D. Linked Identity Search Detail – Used to configure linked identities across systems, not to add new search parameters.

Salesforce Health Cloud Reference:

???? Salesforce Help – Identity Verification in Health Cloud

“To configure the search fields that agents use for member or patient identity verification, create and manage Identity Verification Parameter Item records.”

Salesforce Health Cloud Identity Verification Documentation

Step-by-Step Explanation:

Understanding the Scenario:

The provider aims to build a Contact Center using Health Cloud for patients to:

Set up appointments

Get billing answers

Update plan information

Salesforce’s Best Practices for Requirements Gathering:

Salesforce Health Cloud documentation emphasizes collaborating with end users and technical stakeholders to uncover pain points and define requirements.

Extract from Health Cloud Admin Guide:

“Successful Health Cloud projects start with workshops that bring together key personas, such as contact center agents and care coordinators, with technical stakeholders including Salesforce admins and integration architects. These sessions surface pain points, business needs, and integration requirements.”

— Reference: Administer Health Cloud – Implementation Best Practices

Who Should Be Involved?

Contact Center agent (Persona):

Directly understands patient needs and pain points during calls and chats.

Can highlight workflow, usability, and feature needs.

Salesforce administrator (Stakeholder):

Understands platform capabilities, permissions, and how features will be implemented or configured.

Integration architect (Stakeholder):

Critical for connecting Health Cloud to other systems (e.g., EHR, billing, insurance).

Ensures technical feasibility for integrations (e.g., real-time eligibility checks, appointment scheduling with external systems).

Why Other Answers Are Not Correct:

B: General physician and Marketing Cloud admin are not core to Contact Center workflows or technical design for scheduling/billing.

C: Sales administrator and Tableau developer focus on sales or analytics, not operational or integration workflows for Contact Centers.

D: Tableau developer and MuleSoft developer are more technical roles but not typically involved in initial workflow and requirements gathering at the Contact Center user level.

Official Document Extract:

From Salesforce Implementation Guides:

“It is essential to involve actual end users (such as agents) and platform administrators in requirements workshops, and to include an integration architect for designing connected experiences.”

— Reference: Administer Health Cloud – Implementation Best Practices

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 Template, 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 Templates

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 1: Understanding the Discovery Framework in Health Cloud

The Discovery Framework in Salesforce Health Cloud is designed to streamline intake and clinical assessments by providing reusable, modular, and compliant tools for healthcare organizations. It enables organizations to collect, store, and reuse responses to assessment questions efficiently and securely.

In Salesforce Health Cloud, the Remote Monitoring capability enables healthcare providers to capture and analyze patient-generated health data (from devices such as glucose monitors, blood pressure cuffs, or fitness trackers).

To implement this functionality, the following records must be populated:

Units of Measure – Defines the measurement units (e.g., mmHg, bpm, mg/dL) for device readings.

Remote Monitoring Device Types – Represents the categories of patient devices (e.g., heart rate monitor, glucose meter).

Care Observations – Stores the actual readings (vital signs, measurements) coming from the devices.

Code Sets – Provides standardized medical coding (e.g., LOINC, SNOMED, ICD) for interoperability and classification of device data.

Together, these records form the Remote Monitoring data model.

Why not the others?

B. Units of Measure, Code Sets, Remote Monitoring Device Types, Care Episodes

Care Episodes are for tracking episodes of care, not device data.

C. Code Sets, Units of Measure, Care Metric Targets, Care Observations

Care Metric Targets are for goal setting, not required for capturing device data.

D. Code Sets, Biometrics, Care Observations, Chart Metrics

"Biometrics" and "Chart Metrics" are not the correct Health Cloud objects for Remote Monitoring; instead, Remote Monitoring Device Types + Care Observations are used.

Salesforce Health Cloud Reference:

???? Salesforce Health Cloud – Remote Patient Monitoring:

“Use Remote Monitoring Device Types, Units of Measure, Code Sets, and Care Observations to capture and store data from connected health devices.”

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.

To improve appointment scheduling and provide patient self-service, these three Health Cloud features should be configured:

Experience Cloud for Health Cloud:

Allows creation of patient-facing portals for self-service appointment booking and information access.

Extract:

“Experience Cloud enables self-service portals for patients, supporting appointment scheduling and other interactions.”

(Source: Administer Health Cloud – Experience Cloud)

Intelligent Appointment Management:

Offers advanced scheduling features and automation to reduce wait times and manual booking.

Extract:

“Intelligent Appointment Management in Health Cloud supports both self-service and agent-assisted scheduling workflows.”

(Source: Administer Health Cloud – Intelligent Appointment Management)

Provider Search:

Lets patients find the right clinic or provider based on specialty, availability, and other criteria.

Extract:

“Provider Search empowers patients to search for providers and book appointments online through self-service portals.”

(Source: Administer Health Cloud – Provider Search)

Why not A or D?

Intelligent Form Reader is used for document capture, not for scheduling or self-service.

Assessments and Recommendations are used for care management, not scheduling.

DataRaptors are best for extracting, transforming, and loading Salesforce data, especially when handling data from related SObjects.

Single DataRaptor for related SObjects:

Extract:

“Use a DataRaptor Extract when you need to read Salesforce data, such as retrieving fields from multiple related SObjects in a single read.”

(Source: Omnistudio Standard Guide – DataRaptors)

Why not B, C, or D?

SendMail tasks, complex multi-step logic, or external data connections are handled by Integration Procedures, not DataRaptors.

Health Cloud supports Utilization Management (UM) through the Service Request object, which tracks prior authorization requests, and through integration with electronic prior authorization systems using MuleSoft.

Customize the Service Request object:

Extract:

“The Service Request object is at the core of the Utilization Management process in Health Cloud. You can customize fields, page layouts, and automation to match your business processes for prior authorization.”

(Source: Administer Health Cloud – Utilization Management)

Integrate using MuleSoft Direct for ePA:

Extract:

“Integrate Health Cloud Utilization Management with external systems using MuleSoft Direct, enabling electronic submission and tracking of prior authorizations.”

(Source: Administer Health Cloud – Utilization Management Integration)

Why not B or D?

There is no standard custom setting called UtilizationManagementSettings for this process.

Support Process is more for standard Salesforce Cases and not directly linked to Utilization Management flows in Health Cloud.

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

In Salesforce Health Cloud, when a customer wants to view and navigate to critical patient information such as insurance, clinical, and primary care physician details, the right feature to implement is the Advanced Patient Card.

The Advanced Patient Card provides a configurable panel that displays key patient information at a glance directly on the patient’s profile.

It allows quick navigation to related records (insurance coverage, care team/PCP, clinical info, etc.) without switching pages.

It’s specifically designed to give providers and service representatives a 360-degree view of the patient’s most important details.

Why not the others?

A. Enhanced Highlights Panel – This is a general Salesforce feature to show record highlights, but it’s not tailored to healthcare-specific patient insights.

B. Enhanced Timeline – Useful for viewing chronological events (interactions, activities, encounters), but not for quick access to insurance/PCP details.

D. Patient Path – This is a visual guide for patient journeys or care programs, not for surfacing key profile details.

Salesforce Health Cloud Reference:

???? Salesforce Health Cloud Implementation Guide – Advanced Patient Card:

“Use the Advanced Patient Card to display a patient’s most critical information—such as coverage, conditions, medications, and care team members—directly on the patient profile for easy reference and navigation.”

Salesforce Help: Advanced Patient Card

Step-by-Step Explanation:

Intelligent Document Automation:

Exact Extract:

“Intelligent Document Automation in Health Cloud automatically extracts data from incoming documents, including faxes, and creates structured data for downstream workflows.”

Comprehensive Detailed Step by Step Explanation with exact Extracts from Salesforce Health Cloud documents that you have with References

Experience Builder and Component Access:

Add the Provider Search component to the Experience Cloud site page for external user access.

Extract:

“Use Experience Builder to add Provider Search components to your site to enable external users to search for providers.”

— Provider Search in Experience Cloud

Read Access:

Granting Read access to the Care Provider Searchable Field object is required for site users to access search results.

Extract:

“Grant the site user profile Read access to the Care Provider Searchable Field object to allow them to view provider search results.”

— Provider Search Security

Other Options:

B: Sharing rules not typically required; object-level access is key.

D: Data Pipeline object access is not relevant for provider search results.