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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.

References:

Utilization Management in Health Cloud

Intelligent Document Automation Overview

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.

References:

Visit Object Details: For comprehensive information on the Visit object and its fields, refer to the Salesforce Health Cloud Developer Guide: Visit | Salesforce Health Cloud Developer Guide

Intelligent Sales Overview: To understand how the Visit object integrates within the Intelligent Sales framework, consult the Salesforce Help documentation: Use Intelligent Sales

Conclusion:

By configuring the Visit object, MedTech companies can effectively track and manage surgical case visits, providing valuable insights into sales activities and facilitating better coordination between sales representatives and healthcare providers.

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.

References:

**OmniStudio

The Actionable Relationship Center (ARC) in Salesforce Health Cloud provides a 360-degree view of complex associations between patients, their personal relationships, healthcare practitioners, and organizations. It visually represents these relationships in an interactive graph, helping care coordinators understand and manage these connections effectively.

Key Features of ARC:

Relationship Visualization: Displays all relevant relationships for a patient, including family members, caregivers, and healthcare providers.

Interactive Interface: Users can click on entities to view detailed information and take actions like assigning tasks or sending messages.

Customization: Supports the addition of custom relationship types tailored to the organization’s needs.

Why Other Options Are Incorrect:

Care Team: Focuses on defining and managing members of the care team but does not provide a visual representation of all relationships.

Enhanced Timeline: Tracks patient interactions chronologically but does not map relationships.

Patient Card: Displays patient-specific information but lacks relationship visualization capabilities.

References:

Actionable Relationship Center Overview

Advanced Therapy Management (ATM) in Salesforce Health Cloud is specifically designed to support complex workflows and scheduling requirements, particularly for therapies involving multiple interdependent appointments. For a gene therapy program, ATM provides these features:

Reschedule Part of the Appointment Chain (Option A):

In complex workflows where multiple steps are involved (e.g., collection, processing, infusion), ATM allows administrators to reschedule individual appointments within the chain without disrupting the entire workflow.

This flexibility is crucial for accommodating unexpected delays or changes in the therapy process.

Book Multi-Step Appointments (Option B):

ATM supports the scheduling of interdependent, multi-step appointments that are a common feature of advanced therapies such as gene therapy.

For example, steps like apheresis, manufacturing, and infusion can be scheduled in sequence, ensuring coordination across various stakeholders.

Optimize Appointment Chain with Einstein (Option C):

While optimization using Einstein is a broader Salesforce capability, it is not directly tied to Advanced Therapy Management's out-of-the-box scheduling features.

Schedule a Telehealth Appointment (Option D):

Telehealth appointments are not the focus of ATM, which is designed for in-person and complex therapy workflows.

Key Scheduling Capabilities of ATM:Other Options:References:

Advanced Therapy Management Overview

Scheduling in Advanced Therapy Management