Pass the Salesforce Salesforce Health Cloud Health-Cloud-Accredited-Professional Questions and answers with CertsForce

Step 1: Requirement Analysis

The provider’s office needs to verify a patient’s insurance plan information and coverage when a patient calls to book an appointment.

This means checking whether the patient’s insurance is active, what services are covered, and any applicable copays or eligibility details.

Step 2: Health Cloud Out-of-the-Box Capability

Benefits Eligibility and Verification is the dedicated Health Cloud capability that allows provider offices and payers to verify a patient’s insurance coverage, eligibility, and benefit details in real time, either through integration with payers or using Health Cloud workflows.

Extract:

“Health Cloud offers Benefits Eligibility and Verification, enabling providers and payers to confirm a patient’s plan information and coverage eligibility, reducing the risk of denied claims and improving the patient experience.”

Administer Health Cloud – Benefits Eligibility and Verification

Step 3: Review of Options

A. Benefits Eligibility and Verification: Directly addresses insurance plan and coverage verification.

B. Intelligent Appointment Management: For scheduling, not insurance verification.

C. Utilization Management: For prior authorizations and care request reviews.

D. Identity Verification: For confirming patient identity, not insurance coverage.

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

Record Alerts:

Notify agents of important or recent changes in patient information.

Extract:

“Use Record Alerts to keep agents informed of changes and critical updates on the patient’s record.”

— Contact Center for Health Cloud Overview

Timeline:

Provides a single, unified view of all engagement interactions, encounters, and activities with a patient.

Extract:

“Timeline shows a consolidated history of patient interactions and engagement, giving agents a complete view in one place.”

— Health Cloud: Enhanced Timeline

Member Plan FlexCard:

Displays key patient insurance information directly on the record page.

Extract:

“The Member Plan FlexCard displays essential details about the patient’s insurance coverage for agents.”

— OmniStudio: FlexCards

Other Options:

A. Identity Verification: Used for verifying caller identity, not information display.

D. Action Launcher: Launches actions/processes, not for displaying info or alerts.

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

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.”

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.”

The use case describes:

A UI component to display customer data → FlexCards

A link to start a process (build a new order) → OmniScript

Retrieving and displaying available products → DataRaptors (and often Integration Procedures if orchestration is needed).

Let’s map it step by step:

D. FlexCards → Used to display contextual customer data on the UI and provide clickable actions (like "Create New Order").

E. OmniScript → Guides the user through the order creation process, step by step (product selection, details, confirmation).

A. DataRaptors → Extract and load Salesforce data (e.g., retrieving available products, saving the order).

???? These three are the core capabilities needed.

Why not the others?

B. Integration Procedures – Helpful if the solution requires multiple data sources or orchestration, but the question doesn’t explicitly state external integration or complex orchestration. If data is all within Salesforce, DataRaptors are enough.

C. Document Generation – Used to create documents (PDFs, Word, etc.), which isn’t part of this order creation flow.

Salesforce Health Cloud / OmniStudio Reference:

???? Salesforce OmniStudio Developer Guide

“FlexCards present contextual information and actions in a UI component.”

“Use OmniScripts to guide users through business processes such as creating orders.”

“DataRaptors retrieve, transform, and save Salesforce data for use in OmniScripts and FlexCards.”