Salesforce Health Cloud Accredited Professional Exam (SP25) Questions and Answers
Bloomington Caregivers is launching a patient portal with contact tracing functionality as part of its Health Cloud implementation. Users require the ability to leverage advanced sharing and customizable dashboards.
Which license should a consultant recommend for the external patient users?
Options:
Customer Community Plus for Health Cloud
Customer Community for Health Cloud
External Apps for Health Cloud
Experience Cloud for Health Cloud
Answer:
AExplanation:
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.
While a consultant is implementing Integrated Care Management for a customer, the customer requests that a change is made to the Care Plan creation wizard.
Which underlying component should the consultant customize to achieve this?
Options:
Flow
Field Sets
FlexCard
OmniScript
Answer:
DExplanation:
In Salesforce Health Cloud's Integrated Care Management, the Care Plan creation wizard is built using OmniScript. To customize this wizard, consultants should modify the underlying OmniScript components.
Understanding OmniScript:
Purpose: OmniScript is a declarative tool within Salesforce OmniStudio that enables the creation of guided, interactive workflows, commonly referred to as wizards. These scripts guide users through complex processes, ensuring data consistency and enhancing user experience.
Key Features:
Declarative Configuration: Allows for the creation and modification of scripts without the need for custom code.
Reusable Components: Facilitates the use of pre-built elements to streamline the development process.
Integration Capabilities: Supports integration with various data sources and systems, enabling comprehensive data handling.
Customizing the Care Plan Creation Wizard:
Access the Relevant OmniScript:
Identify the OmniScript associated with the Care Plan creation process. This script defines the steps and user interface elements presented during care plan creation.
Modify the OmniScript:
Add or Remove Steps: Adjust the sequence of steps to align with the desired workflow.
Customize Input Fields: Alter field properties, such as labels, default values, and validation rules, to meet specific requirements.
Incorporate Business Logic: Implement conditional logic to tailor the user experience based on input data or user roles.
Test the Customized OmniScript:
Conduct thorough testing to ensure that the modifications function as intended and provide a seamless user experience.
Bloomington Caregivers is implementing Health Cloud for managing the healthcare data of children under the age of 13.
Which three considerations should the company take into account to ensure compliance with the Children's Online Privacy Protection Act (COPPA)?
Choose 3 answers
Options:
Implementing appropriate security measures to safeguard children's personal information
Ensuring information collected about children is protected with at rest and in-transit encryption
Obtaining verified parental consent before collecting and storing any personal information of children
Ensuring that Bloomington Caregivers' system implementation partner has met all COPPA regulations during the build phase
Disclosing the organization's privacy policy to parents and obtaining their consent
Answer:
A, B, CExplanation:
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).
A MedTech customer is looking to track surgical case visits for reps to sell their products, leveraging Intelligent Sales.
Which object should a consultant configure to track this visit type?
Options:
Location
Work Type
Visit
Action Plan
Answer:
CExplanation:
In Salesforce Health Cloud's Intelligent Sales module, the Visit object is specifically designed to track field representatives' interactions, such as surgical case visits, with healthcare providers. Configuring this object enables MedTech companies to monitor and manage their sales activities effectively.
Understanding the Visit Object:
Purpose: The Visit object captures essential information about a sales representative's engagement at a healthcare facility, including details like the associated account, visit timings, status, and outcomes.
Key Fields:
AccountId: References the healthcare facility associated with the visit.
PlannedVisitStartTime / PlannedVisitEndTime: Denote the scheduled start and end times of the visit.
ActualVisitStartTime / ActualVisitEndTime: Record the actual start and end times when the visit occurs.
Status: Indicates the current state of the visit, such as Planned, InProgress, Completed, or Abandoned.
VisitorId: Identifies the sales representative conducting the visit.
Implementation Steps:
Configure the Visit Object:
Ensure that the Visit object is enabled and accessible within your Salesforce Health Cloud instance.
Customize the object as needed to align with your organization's specific tracking requirements.
Set Up Related Records:
Accounts: Create records for healthcare facilities where visits will occur.
Contacts: Add contacts for individuals at these facilities involved in the visits.
Schedule and Manage Visits:
Utilize the Visit object to plan and record details of surgical case visits.
Monitor visit statuses and outcomes to assess sales activities and effectiveness.
A customer compliance department requires encryption at rest, notification of activities, and extensive field tracking.
What are some key considerations and recommended practices for supporting compliance in Salesforce?
Options:
Use the Salesforce Security Health Check to Identify vulnerabilities, implement custom profiles and permission sets to control data access, and configure Data Loss Prevention policies to prevent data leakage.
Enable Field Audit Trail, implement encryption for sensitive data, and configure two-factor authentication for all users.
Enable Salesforce Shield to monitor data access and usage, configure Data Classification for sensitive data, and use Event Monitoring to track user activity.
Use Role Hierarchy to control data access, implement password policies for user accounts, and use IP Restrictions to limit access to trusted networks.
Answer:
CExplanation:
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.
A pharma company wants to leverage Provider Search to help patients find nearby infusion clinics. Which Health Cloud tool should a consultant leverage to drive performance and scalability?
Options:
Flow for Industries
Pipeline Analytics
Business Rules Engine
Data Processing Engine
Answer:
DExplanation:
To enhance the performance and scalability of the Provider Search feature in Salesforce Health Cloud, particularly for a pharmaceutical company aiming to assist patients in locating nearby infusion clinics, leveraging the Data Processing Engine (DPE) is essential.
Data Processing Engine (DPE):
The Data Processing Engine is a robust tool within Salesforce Health Cloud designed to efficiently handle and transform large datasets. In the context of Provider Search, DPE plays a pivotal role by:
Data Transformation: DPE processes and transforms provider data into a structured format, making it readily searchable. This transformation ensures that complex datasets are optimized for quick retrieval during user searches.
Performance Enhancement: By pre-processing and indexing provider information, DPE significantly reduces the time required to execute search queries. This leads to faster response times, enhancing user experience.
Scalability: DPE is designed to handle large volumes of data, ensuring that as the number of providers or clinics increases, the system maintains optimal performance without degradation.
Implementation Steps:
Enable Data Pipelines: Assign the Data Pipelines Base User permission set to the Health Cloud user responsible for enabling Provider Search. Then, activate Data Pipelines in the system settings.
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Configure Provider Search: After enabling Data Pipelines, set up the Provider Search feature by defining the necessary parameters and ensuring that the provider data is correctly mapped and transformed using DPE.
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Data Synchronization: Ensure that provider data is regularly synchronized and updated to reflect any changes, maintaining the accuracy and reliability of the search results.
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By integrating the Data Processing Engine into the Provider Search setup, the pharmaceutical company can offer patients a swift and reliable tool to locate nearby infusion clinics, thereby improving patient satisfaction and operational efficiency.
A payer needs to connect an electronic health record (EHR) to Health Cloud to display key clinical data to Health Cloud users. The data in the source system is aligned to FHIR R4 standards, but some transformation is anticipated.
Which approach should a consultant use to set up this integration?
Options:
A scheduled batch job that retrieves a file from an SFTP
A "swivel-chair" standard operating procedure document that will be distributed to users
A point-to-point API connection from the EHR to Health Cloud
A middleware integration solution that can handle data transformation if necessary
Answer:
DExplanation:
To integrate an electronic health record (EHR) with Salesforce Health Cloud and display key clinical data, leveraging a middleware integration solution is the most appropriate approach. This setup ensures compatibility with FHIR R4 standards and handles any required data transformation effectively.
FHIR R4 Standards Alignment:
The middleware can interpret and process data formatted to FHIR R4 standards, enabling seamless integration with Salesforce Health Cloud's FHIR-aligned data model.
Data Transformation Capability:
Middleware solutions like MuleSoft (a Salesforce product) provide tools to transform data structures, ensuring compatibility between the EHR system and Health Cloud.
Scalability and Maintainability:
Middleware solutions simplify complex integrations by abstracting point-to-point connections, allowing for easier scalability as additional systems are integrated.
Error Handling and Monitoring:
Middleware platforms include error-handling capabilities, ensuring data integrity during the transformation and transfer processes.
A. Scheduled Batch Job: While useful for static data transfers, batch jobs are not ideal for real-time or near-real-time clinical data exchange required for EHR integrations.
B. "Swivel-Chair" Procedure Document: This refers to manual data entry or cross-referencing workflows, which are inefficient, error-prone, and not scalable.
C. Point-to-Point API Connection: Though feasible, this approach lacks the flexibility and transformation capabilities provided by middleware solutions. Point-to-point integrations are difficult to maintain as systems evolve.
Use a middleware solution like MuleSoft to connect the EHR system and Health Cloud.
Set up FHIR R4-compliant data mappings between the EHR and Salesforce.
Configure and test the data transformations required for specific Health Cloud objects (e.g., medication, encounter, and condition data).
When accessing a person account record within Health Cloud, the user must have access to the entire account.
What should a consultant do in this scenario, according to Health Cloud implementation best practice?
Options:
Set Modify All on the Account object at the Profile level.
Set Private for the Contact object.
Set Contacts to Controlled by Parent.
Set the organization-wide default to Public Read Write for the Account object.
Answer:
CExplanation:
In Salesforce Health Cloud, Person Accounts represent a combination of Account and Contact records. Ensuring that a user accessing a Person Account has appropriate access to both the Account and associated Contact is essential for seamless functionality.
Controlled by Parent Setting:
When Contacts are set to Controlled by Parent, the access to Contact records is directly inherited from the parent Account. This simplifies access management, ensuring that if a user has access to the Account, they automatically gain equivalent access to its associated Contact records.
This approach aligns with Health Cloud's best practices for managing Person Accounts, where consistent access to both the Account and Contact components of a Person Account is crucial.
Why Not the Other Options?
A. Set Modify All on the Account object at the Profile level: This grants unrestricted access to all Account records, which may violate security and privacy principles, particularly in healthcare settings (e.g., HIPAA compliance).
B. Set Private for the Contact object: Setting Contacts to Private could restrict access to essential information within Person Accounts, contradicting the need for full access to the entire record.
D. Set the organization-wide default to Public Read Write for the Account object: This would expose all Account records to all users, creating significant data security risks.
Best Practice: Using Controlled by Parent ensures adherence to healthcare compliance standards while simplifying data visibility management within the Health Cloud ecosystem.
A medical device organization needs to track account information and its geographical details to provide information to representatives onsite. Which three objects support this scenario?
Choose 3 answer
Options:
Location
Healthcare Facility
Facility Address
Clinic Location
Account
Answer:
A, B, CExplanation:
To track account information and its geographical details, the following objects in Salesforce Health Cloud support the scenario:
Location:
Represents the physical location of a healthcare facility, such as a hospital or clinic.
Tracks details like address, contact information, and geocoordinates for mapping purposes.
Facilitates integration with tools for location-based services or routing.
Healthcare Facility:
Represents the organizational entity (e.g., hospital, clinic, or medical practice).
Stores information about the type of facility, services offered, and affiliations with healthcare networks.
Facility Address:
Stores detailed address information specific to a healthcare facility.
Enables differentiation between multiple addresses for the same facility, such as billing and physical addresses.
Why Not the Other Options?
D. Clinic Location: This object is not part of Health Cloud's standard data model.
E. Account: While Account is central to tracking organization details, it does not specifically address geographical details.
Use Case Implementation: By combining Location, Healthcare Facility, and Facility Address objects, organizations can provide comprehensive geographical and organizational data to representatives, enabling efficient onsite operations.
While running user acceptance testing (UAT) for a customer, an end user is unable to view certain data on the Enhanced Timeline for Contact Center.
What should be the first step in troubleshooting this issue?
Options:
Ensure the component has been activated.
Check the Enhanced Patient permission set assignment.
Check the Health Cloud Data permission set assignment.
Ensure the user has the right object permissions.
Answer:
DExplanation:
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.
Bloomington Caregivers wants to ensure it maintains the privacy of its users' data by enabling data protection details for leads, contacts, and person accounts during the initial Health Cloud install and configuration.
Which entity should the administrator enable within Data Protection and Privacy for Health Cloud to work in this scenario?
Options:
Fields
Objects
Tasks
Records
Answer:
BExplanation:
To ensure data privacy and protection for leads, contacts, and person accounts during the initial setup of Health Cloud, the administrator should enable Data Protection and Privacy at the object level. This configuration allows Health Cloud to manage privacy-related fields and processes for these entities.
Key Features:
Object-Level Privacy Settings: Enables data protection measures such as tracking consent and managing privacy preferences.
Applicable Entities: Specifically supports leads, contacts, and person accounts, aligning with patient data management needs.
Compliance: Ensures compliance with regulations like HIPAA by embedding privacy measures into the core data model.
Why Other Options Are Incorrect:
A. Fields: Field-level protection alone does not enable comprehensive privacy management for leads, contacts, and person accounts.
C. Tasks: Task privacy is not relevant for this scenario.
D. Records: While data protection applies to records, configuration is done at the object level for consistency across entities.
A call center agent at Bloomington Caregivers wants the ability to look up providers by location and specialty, to schedule an appointment on behalf of their patients.
Which two capabilities should a consultant recommend to enable this requirement?
Choose 2 answers
Options:
provider Search
Intelligent Appointment Management
Integrated Care Management
Experience Cloud for Health Cloud
Answer:
A, BExplanation:
Call center agents at Bloomington Caregivers require tools to streamline provider lookup and appointment scheduling for patients. Salesforce Health Cloud offers specific capabilities tailored to address these needs.
Purpose:Provider Search enables users to locate healthcare providers based on specific criteria such as location, specialty, and availability. This functionality is essential for call center agents who need to identify and select suitable providers for patients.
Features:
Search by provider name, specialty, location, or other attributes.
Filter and sort results to narrow down the provider list.
Integration with the Salesforce Health Cloud data model to access real-time provider information.
Implementation Steps:
Configure Provider Records: Ensure all providers are set up correctly within Salesforce, including their specialties, locations, and other attributes.
Enable Provider Search: Add the Provider Search component to the appropriate Lightning pages or record layouts.
A pharma company runs personalized medicine programs and needs the ability to coordinate various steps involved in the process, like apheresis and infusion, Which Health Cloud capability should help the company with this program?
Options:
Intelligent Document Automation
Intelligent Sales
Integrated Care Management
Advanced Therapy Management
Answer:
DExplanation:
The pharma company needs to coordinate complex, multistep processes involved in personalized medicine programs, such as apheresis and infusion. Advanced Therapy Management (ATM) in Salesforce Health Cloud is specifically designed to address such requirements.
Orchestrating Complex Workflows:
ATM enables organizations to manage and automate end-to-end workflows for advanced therapies, including CAR-T cell therapies and other personalized medicine programs.
Tracking Key Steps:
Tracks all critical steps in the patient’s therapy journey, such as cell collection (apheresis), manufacturing, shipping, and infusion back into the patient.
Collaboration Across Stakeholders:
Facilitates real-time communication and collaboration among healthcare providers, manufacturers, and logistics partners.
End-to-End Visibility:
Provides a holistic view of the therapy process, ensuring transparency and reducing delays.
Compliance with Regulations:
Ensures that all data is tracked and managed securely, supporting compliance with healthcare regulations like HIPAA and GDPR.
Patient-Centric Care:
Enables personalized tracking and reporting to deliver better patient outcomes.
An external provider wants to get a patient's allergy information from Bloomington Caregivers' Health Cloud system. Which Health Cloud API should a consultant recommend?
Options:
AlIergyMedication API
Clinical Summary Healthcare API
Interoperability API
Patient Healthcare API
Answer:
BExplanation:
To enable an external provider to retrieve a patient's allergy information from Bloomington Caregivers' Health Cloud system, the Clinical Summary Healthcare API is the appropriate choice. This API facilitates access to clinical data, including allergies, in a standardized format.
Understanding the Clinical Summary Healthcare API:
Purpose: Provides endpoints to access a patient's clinical summary, encompassing various health records such as conditions, procedures, and allergies.
FHIR Compliance: Aligns with the Fast Healthcare Interoperability Resources (FHIR) standards, ensuring compatibility with other healthcare systems and promoting interoperability.
Retrieving Allergy Information:
Endpoint: To fetch a patient's allergy records, utilize the following endpoint:
GET /clinical-summary/fhir-r4/v1/AllergyIntolerance
Parameters:
Patient ID: Specify the unique identifier of the patient whose allergy information is being requested.
A customer wants to view medication data from Health Cloud leveraging FHIR standards. Which Health Cloud data model should a consultant use?
Options:
Virtual care data model
Clinical data model
Electronic health record (EHR) data model
Integrated Care Management data model
Answer:
BExplanation:
To enable viewing medication data from Salesforce Health Cloud while leveraging FHIR standards, the Clinical Data Model is the correct data model to use.
Purpose and Design:
The Clinical Data Model in Health Cloud is specifically built to represent patient health data, including medications, allergies, conditions, and other clinical information.
It adheres to FHIR (Fast Healthcare Interoperability Resources) standards, which are widely used to facilitate the exchange of electronic health information between systems.
Medication Data Representation:
The Clinical Data Model contains FHIR-compliant objects, such as MedicationRequest and MedicationStatement, to store and retrieve information about prescribed medications, their dosages, and administration details.
FHIR Integration:
Health Cloud's Clinical Data Model supports RESTful FHIR APIs, allowing external systems to access medication data seamlessly.
FHIR compatibility ensures that medication data can be shared with third-party EHR systems and healthcare applications.
Configuration of Medication Records:
Populate the FHIR-compliant objects with medication data, ensuring adherence to the FHIR R4 resource structure.
Use of FHIR APIs:
Enable the Clinical Summary Healthcare API or specific Medication APIs (e.g., GET /MedicationRequest) to fetch and display medication details.
Integration Testing:
Validate the FHIR-based data exchange with other systems to ensure seamless interoperability.
A customer wants to view a patient's health conditions and clinical encounters as a sequence of events happening over time on the patient's Person Account page.
What should a consultant do to achieve this using the Enhanced Timeline functionality?
Options:
Create a new Timeline record within Setup.
Clone the HCTimeline FlexCard for customization.
Create a new Timeline View Configuration record.
Add a record to the HealthCloudTimelineConfig custom setting.
Answer:
CExplanation:
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:
A customer is looking to implement Discovery Framework to manage their intake and clinical assessments.
Which three capabilities should a consultant configure with Health Cloud out-of-the-box to enhance their assessment functionality?
Choose 3 answers
Options:
Adding a QR Code
SMS Assessment Completion
FHIR Question Bank
Digital Signature Capture
Using Previously Submitted Responses
Answer:
C, D, EExplanation:
The Discovery Framework in Salesforce Health Cloud is designed to streamline intake and clinical assessment processes by leveraging configurable and reusable components. Below is a detailed explanation of the correct options:
Correct Capabilities:
FHIR Question Bank (C):
Health Cloud supports the integration of FHIR (Fast Healthcare Interoperability Resources) standards for clinical data management.
The FHIR Question Bank allows healthcare organizations to utilize predefined, standards-compliant question sets for assessments. This ensures uniformity and compliance with healthcare regulations.
Digital Signature Capture (D):
Salesforce Health Cloud enables capturing digital signatures to confirm the completion and accuracy of assessments, which is often required for compliance or legal documentation.
Using Previously Submitted Responses (E):
Health Cloud supports dynamic assessments that can reference and reuse responses from previously submitted assessments. This enhances efficiency, prevents redundancy, and reduces patient burden.
Why Other Options Are Incorrect:
A. Adding a QR Code:QR codes are not a standard out-of-the-box feature for assessments in Salesforce Health Cloud. While QR codes can be custom-implemented, they are not directly relevant to the Discovery Framework.
B. SMS Assessment Completion:SMS-based assessment completion is not an out-of-the-box feature of Health Cloud. It requires customization or integration with third-party messaging solutions to achieve this functionality.
A consultant is working with an insurance provider to set up prior authorizations in Health Cloud. The provider requires a display of preauthorization outcomes from its external system which manages the end-to-end prior authorization process.
Which solution is appropriate to meet this use case?
Options:
Plan Benefit and Plan Benefit Item
Care Preauth and Care Preauth Item
Service Preauth and Preauth Detail
Care Request and Care Request Item
Answer:
CExplanation:
In Salesforce Health Cloud, managing prior authorizations involves utilizing specific objects designed to handle the complexities of authorization requests and their associated details. For an insurance provider aiming to display preauthorization outcomes from an external system that manages the end-to-end prior authorization process, the appropriate solution involves the Service Preauth and Preauth Detail objects.
Service Preauth Object:
Purpose: The Service Preauth object represents a preauthorization request within Health Cloud. It serves as a container for all relevant information pertaining to a specific authorization, including patient details, requested services, and status updates.
Integration Capability: This object is designed to integrate with external systems, allowing for the seamless import and display of preauthorization outcomes managed outside of Salesforce. By mapping external authorization data to the Service Preauth object, users can view and manage authorization statuses directly within Health Cloud.
Preauth Detail Object:
Purpose: The Preauth Detail object stores detailed information related to each preauthorization request captured in the Service Preauth object. This includes specifics about the services or procedures being authorized, such as service codes, descriptions, quantities, and any other pertinent details.
Integration Capability: By populating the Preauth Detail object with data from external systems, Health Cloud users gain comprehensive visibility into the components of each authorization request, facilitating informed decision-making and efficient care coordination.
Integration Process:
To effectively display preauthorization outcomes from an external system within Health Cloud, consider the following steps:
Data Mapping: Establish a data mapping strategy to align fields from the external system with the corresponding fields in the Service Preauth and Preauth Detail objects. This ensures that all relevant information is accurately captured and displayed within Health Cloud.
Data Import: Utilize Salesforce's data import tools or integration middleware (such as MuleSoft) to import preauthorization data into the Service Preauth and Preauth Detail objects. This process can be automated to ensure real-time or near-real-time updates, providing users with the most current information.
User Access and Permissions: Configure user permissions to ensure that appropriate personnel have access to view and manage preauthorization information. This includes setting up profiles and permission sets that grant access to the Service Preauth and Preauth Detail objects.
A hospital system wants to track patient relationships to its cardiologist, primary care physician, and oncologist. Which object should a consultant recommend to implement?
Options:
Patient Provider Relationship
Affiliation Relationship
Healthcare Practitioner Facility
Contact-Contact Relationship
Answer:
AExplanation:
In Salesforce Health Cloud, to track a patient's relationships with multiple healthcare providers such as a cardiologist, primary care physician, and oncologist, the Patient Provider Relationship object is the appropriate choice.
Understanding the Patient Provider Relationship Object:
Purpose:
The Patient Provider Relationship object is designed to represent and manage the associations between patients (contacts) and their healthcare providers (practitioners).
It facilitates the documentation of various roles that providers play in a patient's care, enabling a comprehensive view of the patient's healthcare network.
Functionality:
This object allows healthcare organizations to record and monitor the specific relationships between patients and providers, including details such as the type of care provided, duration of the relationship, and any relevant notes.
By utilizing this object, organizations can ensure accurate and up-to-date records of all healthcare professionals involved in a patient's care, supporting coordinated and efficient care delivery.
Implementing Patient Provider Relationships:
Configuration Steps:
Define Relationship Types:
Customize the relationship types to reflect various provider roles, such as cardiologist, primary care physician, and oncologist.
Establish Relationships:
For each patient, create records in the Patient Provider Relationship object to link them with their respective providers, specifying the role and any pertinent details.
Maintain and Update Records:
Regularly update these relationships to reflect any changes in the patient's care team, ensuring that the information remains current and accurate.
By leveraging the Patient Provider Relationship object, healthcare organizations can effectively manage and visualize the network of providers associated with each patient, enhancing care coordination and patient outcomes.
Bloomington Caregivers has more than 1 million patients and each patient has an average of 10 claims a year, which are maintained in an external claims system. Management would like their agents to view all the claims of patients in Salesforce on demand when they open the patient's record.
What should a consultant recommend as the appropriate integration pattern to achieve this?
Options:
Add a nightly job to fetch all the claims from the external system and store them In Salesforce.
Use an Enterprise Service Bus (ESB) to load all the claims data from the external system into Salesforce.
Make a callout on demand to the external system and store the claims data against the patient record.
Configure the claims system as an external data source and leverage external objects with the claims data.
Answer:
DExplanation:
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.
Bloomington Caregivers would like to bulk upload information to support Provider Search and Provider Relationship Card.
What are the two best practice recommendations to upload this information?
Choose 2 answers
Options:
Use Provider Relationship API.
Use Provider Card API.
Use Composite API Request.
Use Data Loader.
Answer:
C, DExplanation:
Bloomington Caregivers aims to bulk upload information to support Provider Search and the Provider Relationship Card in Salesforce Health Cloud. Implementing this requires populating various provider-related objects efficiently. Two best practice methods for achieving this are:
1. Using Composite API Requests (Answer C):
Purpose: The Composite API allows for the creation and linking of multiple related records in a single API call. This is particularly beneficial when dealing with complex data models involving multiple objects, as it ensures data integrity and reduces the number of API calls.
Implementation Steps:
Prepare Data Payload: Structure your data in a JSON format that includes all necessary records and their relationships.
Make Composite API Call: Use the Composite API to submit the data payload, which will process the creation of multiple records in a single transaction.
Verify Data Integrity: After the API call, confirm that all records have been created and linked correctly.
Advantages:
Efficiency: Reduces the number of API calls by bundling multiple operations into one request.
Atomic Transactions: Ensures that all operations succeed or fail together, maintaining data consistency.
Which Health Cloud feature helps ensure compliance with Health Insurance Portability and Accountability Act (HIPAA) regulations?
Options:
Data visualization and analytics
Social media integration
User authentication and access control
Real-time monitoring and alerts
Answer:
CExplanation:
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.
A pharmaceutical company is looking to support patients throughout their clinical journey. One of the factors the company needs to track is the socioeconomic and cultural barriers that could hinder a patient's process.
Which Health Cloud capability should a consultant implement to fulfill this requirement?
Options:
Social Determinants of health
Clinical Barriers
Utilization Management
Care Blockers
Answer:
AExplanation:
Tracking socioeconomic and cultural barriers that could hinder a patient's progress requires Salesforce Health Cloud’s Social Determinants of Health (SDoH) capability.
Comprehensive Patient View:
Captures data on factors like income, education, housing, and transportation that influence health outcomes.
Risk Identification:
Identifies potential barriers and integrates them into care plans, enabling proactive intervention.
Care Coordination:
Helps care teams design support services and interventions tailored to individual patient needs.
B. Clinical Barriers: While useful, this focuses on clinical obstacles rather than broader socioeconomic factors.
C. Utilization Management: Centers on managing care authorizations, not patient barriers.
D. Care Blockers: Not a formal Health Cloud capability; overlaps conceptually with SDoH.
During a design session, the client asks for best practices around when to use DataRaptors vs. Integration Procedures.
For which scenario should a consultant advise the client to use a single DataRaptor?
Options:
The dataset squired needs to read two SObjects with a clearly defined
relationship. B. Q The action must perform a SendMail task and check for any errors.
The task requires both a read and write of SObject data.
The dataset requires connecting to an external data source, such as CSV or REST API,
Answer:
AExplanation:
In Salesforce OmniStudio, DataRaptors and Integration Procedures are both tools designed to handle data operations, but they serve different purposes and are suited to distinct scenarios.
DataRaptors:
DataRaptors are declarative tools used to extract, transform, and load data to and from Salesforce objects. They are ideal for straightforward data operations involving a limited number of objects.
Integration Procedures:
Integration Procedures are server-side processes that execute multiple actions in a single server call. They are designed for complex data operations, especially those involving multiple data sources or requiring orchestration of various steps.
Scenario Analysis:
Option A: The dataset required needs to read two SObjects with a clearly defined relationship.
Approach: A single DataRaptor Extract can efficiently handle this scenario by utilizing relationship queries to retrieve data from two related SObjects. DataRaptors support extracting data from multiple objects, provided there is a defined relationship between them, such as a parent-child relationship.
Option B: The action must perform a SendMail task and check for any errors.
Approach: This scenario involves sending an email and handling error checking, which goes beyond simple data extraction or loading. An Integration Procedure would be more appropriate here, as it can orchestrate multiple actions, including sending emails and managing error handling.
Option C: The task requires both a read and write of SObject data.
Approach: While DataRaptors can perform both read (Extract) and write (Load) operations, if the task involves complex logic or multiple steps, an Integration Procedure might be more suitable to manage the orchestration of these actions.
Option D: The dataset requires connecting to an external data source, such as CSV or REST API.
Approach: Connecting to external data sources typically requires capabilities beyond DataRaptors. Integration Procedures can handle REST API calls and integrate external data, making them the appropriate choice for this scenario.
Best Practices:
Use DataRaptors When:
You need to perform simple CRUD operations on Salesforce data.
The data operations involve a limited number of related objects.
Minimal transformation or processing logic is required.
Use Integration Procedures When:
The process involves multiple steps or complex logic.
You need to integrate with external systems or APIs.
Error handling and conditional processing are necessary.
How should a consultant recommend modeling a physician's locations of service, when the physician practices at multiple hospitals and clinics?
Options:
Healthcare Practitioner Facility
Healthcare Taxonomy
Healthcare Provider Relationship
Account Contact Relationship
Answer:
AExplanation:
The Healthcare Practitioner Facility object in Salesforce Health Cloud allows modeling of a physician's locations of service. It captures relationships between healthcare practitioners and the facilities (hospitals, clinics, etc.) where they practice.
Key Features of Healthcare Practitioner Facility:
Multiple Locations: Tracks all locations where a physician practices.
Relationships: Links practitioners to facilities, ensuring accurate mapping of service areas.
Operational Benefits: Facilitates scheduling, referrals, and care coordination by providing accurate location data.
Why Other Options Are Incorrect:
Healthcare Taxonomy: Used to classify healthcare providers based on specialties and services, not locations.
Healthcare Provider Relationship: Tracks relationships between healthcare organizations or facilities, not individual physician locations.
Account Contact Relationship: Provides a general relationship mapping but lacks the specificity required for modeling service locations.
An agent at a MedTech company requires a UI component that displays customer data and contains a link to create a new order. Once clicked, the link starts a process to build a new order and displays the available products for purchase.
Which three OmmStudio capabilities are required to solve this use case?
Choose 3 answers
Options:
Integration Procedures
FlexCards
OmniScript
DataRaptors
Document Generation
Answer:
A, B, CExplanation:
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.
A payer receives faxes for clinical review as part of the determination process. The payer needs Health Cloud to automatically capture the data from the documents received from patients and manage the end-to-end approval process.
Which two Health Cloud capabilities should a consultant recommend as a way to build this process?
Choose 2 answers
Options:
Utilization Management
Integrated Care Management
Intelligent Document Automation
Care Authorizations
Answer:
A, CExplanation:
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.
