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A provider would like to create Salesforce reports to analyze patient outcomes and patient referrals. Which three steps should a consultant recommend as part of the reporting setup to ensure the provider can view this report appropriately?
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Question 227 - Certified Health Cloud Accredited Professional discussion

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Users need to analyze their patient or member referrals through a prebuilt dashboard that includes reports on important aspects of their referral management.

What should a consultant do in this case?

A.
Install the add-on package that delivers Health Cloud Reports for Utilization Management and Health Cloud (or Patient Referral Management.
Answers
A.
Install the add-on package that delivers Health Cloud Reports for Utilization Management and Health Cloud (or Patient Referral Management.
B.
Upload a Provider Referral Dashboard Template and enable the action bar so that users can generate a Patient referral Management report.
Answers
B.
Upload a Provider Referral Dashboard Template and enable the action bar so that users can generate a Patient referral Management report.
C.
Install the unmanaged extension package that delivers Health Cloud Reports for Patient Referral Management.
Answers
C.
Install the unmanaged extension package that delivers Health Cloud Reports for Patient Referral Management.
D.
Add extra picklist values to Account record type and add fields on the page layout for patient referral data for CRM Analytics to generate a Patient Referral Management report.
Answers
D.
Add extra picklist values to Account record type and add fields on the page layout for patient referral data for CRM Analytics to generate a Patient Referral Management report.
Suggested answer: C

Explanation:

According to the Salesforce documentation1, the Health Cloud Reports for Patient Referral Management is an unmanaged extension package that provides a prebuilt dashboard with reports on important aspects of referral management, such as referral status, referral source, referral age, and referral efficiency. The package also includes custom fields, custom objects, and custom report types to support the dashboard. To use this package, a consultant should install it in their org and assign the appropriate permissions to the users who need to access the dashboard. The package is compatible with Health Cloud and CRM Analytics.

1:Provide Referral Management Reports | Health Cloud Administration | Salesforce Developers

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asked 23/09/2024
Cheah Eng Soon
34 questions
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