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.”
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