Within my organization, Salesforce Health Cloud is used to create and maintain stakeholder accounts. The software allows us to keep track of accounts, make updates to them, attach documents, and other important information. The software also has some custom functionality to allow us to automate emails and other functions for our clients.
Pros
Account creation is simple and straightforward.
The software’s global search field works incredibly well and confines information via keyword search throughout the entire system.
Cons
The software layout requires drilling into specific areas to gather information, which can be cumbersome at times.
The software is limited to the number of types of reports it can generate.
Likelihood to Recommend
The software is very well suited for managing accounts for customers or client populations. Such accounts could be general in nature or related to healthcare.
VU
Verified User
Program Manager in Professional Services (10,001+ employees)
SFHC enabled us to tie marketing campaigns to our patients for the ability to upsell or cross-sell and to enrich our marketing information
Pros
easy connection to SFMC
share appointment and marketing interactions with callers
customizable
Cons
integration with Epic was close to impossible
buy-in from IT to support a system on Epic was not keen to work with decreased our ability to function in the way we expected
lack of knowing this integration challenge prior
Likelihood to Recommend
Salesforce Health Cloud is great if your organization has the expertise to integrate with your EMR system. All the functionality of service cloud plus healthcare related synergies to help with easy to use appointment reminders and further health suggestions are a huge plus.
We are handling a project from health care and here the Health Cloud by Salesforce provides a great solution to all needs. [Salesforce] Health cloud is a managed package [that] helps the business to record the users with health insurance policies having accounts and person accounts as an object. [Salesforce] Health Cloud provides a precise solution to book new appointments when a customer needs it. We have multiple standard pages and layouts where a user can fill [in] the details and get [an] appointment booked.
Booking a doctor with a practice is made pretty easy by [the Salesforce] Health Cloud. It has dependent object and fields which are tied up with cases object where a user can create a case. The case will be assigned to the right queue and get the right person appointed. It has [the] support of einstein bot as well where a person can get the help from [a] knowledge article and get [their] queries resolved by themself.
Pros
[There] are particular objects such as person accounts which [are] linked with [health care company accounts if they have a policy].
We have flows and pages where a user or client can book [their] appointment with a practitioner and get instant help by raising a case or request for [an] appointment.
[Salesforce] Health Cloud keeps all the records of clients and practitioners and can link them when and where ever needed.
Objects in the managed package have [a] standard field which gives a perfect solution with out-of-the-box functionality without creating such a model or structure.
We can raise cases or requests and [use] automation tools like flows [so] the case will be assigned to [a] practitioner or the queue of the user.
Cons
They can have standard pages or components which can directly be used to book or record the appointment with the practitioner.
[I believe] there is nothing more that [Salesforce] Health Cloud can improve as already everything comes under automation, from [booking] to service issues, everything is automated.
Likelihood to Recommend
The best scenario [is] that it has [a] particular object which can directly store the records of the client [who] has purchased the policy and practitioner details with [their] expertise.
The users can directly book the appointment using LWC or Aura components which can be exposed on websites.
The object will be linked with each other [using] a lookup relation which creates a complete framework to handle the cases and details of the clients, [their] policies, and other details as well.
Booking or finding a practitioner can be done with the [Salesforce] Health Cloud app where it can use [your] current location and provide details of [available] nearby doctors.
Health Cloud supports live agent as well where a user can get the details on his insurance policy and get other help if he need from the chat option with live agent.
