Health-Cloud-Accredited-Professional Salesforce Health Cloud Accredited Professional Exam (SP25) Question and Answers

To enable an external provider to retrieve a patient's allergy information from Bloomington Caregivers' Health Cloud system, the Clinical Summary Healthcare API is the appropriate choice. This API facilitates access to clinical data, including allergies, in a standardized format.

Understanding the Clinical Summary Healthcare API:

Purpose: Provides endpoints to access a patient's clinical summary, encompassing various health records such as conditions, procedures, and allergies.

FHIR Compliance: Aligns with the Fast Healthcare Interoperability Resources (FHIR) standards, ensuring compatibility with other healthcare systems and promoting interoperability.

Retrieving Allergy Information:

Endpoint: To fetch a patient's allergy records, utilize the following endpoint:

GET /clinical-summary/fhir-r4/v1/AllergyIntolerance

Parameters:

Patient ID: Specify the unique identifier of the patient whose allergy information is being requested.

Before installing Health Cloud in a production org, it's essential to complete specific prerequisite tasks to ensure a smooth installation and optimal functionality.

1. Enable Contacts to Multiple Accounts (Answer A):

Purpose: This feature, also known as Shared Contacts, allows a single contact to be associated with multiple accounts. In Health Cloud, this capability is crucial for modeling relationships where a patient (contact) may be linked to multiple healthcare providers or organizations (accounts).

Implementation Steps:

Navigate to Setup in Salesforce.

Enter Account Settings in the Quick Find box and select it.

Check the option Allow users to relate a contact to multiple accounts.

Save the settings.

In Salesforce Health Cloud, to track a patient's relationships with multiple healthcare providers such as a cardiologist, primary care physician, and oncologist, the Patient Provider Relationship object is the appropriate choice.

Understanding the Patient Provider Relationship Object:

Purpose:

The Patient Provider Relationship object is designed to represent and manage the associations between patients (contacts) and their healthcare providers (practitioners).

It facilitates the documentation of various roles that providers play in a patient's care, enabling a comprehensive view of the patient's healthcare network.

Functionality:

This object allows healthcare organizations to record and monitor the specific relationships between patients and providers, including details such as the type of care provided, duration of the relationship, and any relevant notes.

By utilizing this object, organizations can ensure accurate and up-to-date records of all healthcare professionals involved in a patient's care, supporting coordinated and efficient care delivery.

Implementing Patient Provider Relationships:

Configuration Steps:

Define Relationship Types:

Customize the relationship types to reflect various provider roles, such as cardiologist, primary care physician, and oncologist.

Establish Relationships:

For each patient, create records in the Patient Provider Relationship object to link them with their respective providers, specifying the role and any pertinent details.

Maintain and Update Records:

Regularly update these relationships to reflect any changes in the patient's care team, ensuring that the information remains current and accurate.

By leveraging the Patient Provider Relationship object, healthcare organizations can effectively manage and visualize the network of providers associated with each patient, enhancing care coordination and patient outcomes.

In Salesforce Health Cloud, Person Accounts represent a combination of Account and Contact records. Ensuring that a user accessing a Person Account has appropriate access to both the Account and associated Contact is essential for seamless functionality.

Controlled by Parent Setting:

When Contacts are set to Controlled by Parent, the access to Contact records is directly inherited from the parent Account. This simplifies access management, ensuring that if a user has access to the Account, they automatically gain equivalent access to its associated Contact records.

This approach aligns with Health Cloud's best practices for managing Person Accounts, where consistent access to both the Account and Contact components of a Person Account is crucial.

Why Not the Other Options?

A. Set Modify All on the Account object at the Profile level: This grants unrestricted access to all Account records, which may violate security and privacy principles, particularly in healthcare settings (e.g., HIPAA compliance).

B. Set Private for the Contact object: Setting Contacts to Private could restrict access to essential information within Person Accounts, contradicting the need for full access to the entire record.

D. Set the organization-wide default to Public Read Write for the Account object: This would expose all Account records to all users, creating significant data security risks.

Best Practice: Using Controlled by Parent ensures adherence to healthcare compliance standards while simplifying data visibility management within the Health Cloud ecosystem.

Using External Objects is the most efficient integration pattern for managing large volumes of data, such as claims. In this scenario, the claims data resides in an external system, and fetching 10 million records annually into Salesforce is neither scalable nor cost-effective. External Objects allow Salesforce users to access the data on demand without storing it in Salesforce.

Key Features of External Objects:

Real-Time Access: Fetches claims data directly from the external system when a patient’s record is accessed.

Storage Efficiency: Avoids consuming Salesforce storage limits by not importing the data.

Flexible Integration: External data sources such as OData can be configured to integrate with Salesforce.

Why Other Options Are Incorrect:

A. Nightly Job: Importing all claims into Salesforce daily would require excessive storage and processing resources.

B. ESB Load: Loading claims into Salesforce via an ESB introduces similar storage concerns as Option A.

C. Callout on Demand: While possible, storing claims data in Salesforce after a callout defeats the purpose of on-demand integration.

To enable a provider to view a patient's insurance coverage, including co-pay and deductible information, prior to an appointment using the Benefit Verification component in Salesforce Health Cloud, the following steps should be taken:

Create a Named Credential to Support Authenticated Callouts (Option B):

Purpose:

Named credentials in Salesforce simplify the process of authenticating to external systems by storing the required authentication settings in a centralized location.

Implementation:

Navigate to Setup in Salesforce.

In the Quick Find box, enter "Named Credentials" and select it.

Click New Named Credential.

Enter the required details:

Label and Name: Descriptive identifiers for the credential.

URL: The endpoint of the external system (e.g., the insurance clearinghouse).

Authentication Protocol: Choose the appropriate method (e.g., OAuth 2.0, Password Authentication) based on the external system's requirements.

Provide the necessary authentication details, such as username, password, or OAuth tokens.

Save the named credential.

Benefit:

This setup allows Salesforce to perform authenticated callouts to external systems securely, ensuring that

Migrating from Service Cloud to Health Cloud requires several prerequisites to ensure successful installation and functionality of the Health Cloud managed package:

Log a Support Case to Enable Person Accounts (Option B):

Health Cloud relies on Person Accounts to manage patients as individuals.

Administrators must contact Salesforce Support to enable Person Accounts in the org since this cannot be activated through Setup.

Enable Contacts to Relate to Multiple Accounts (Option C):

This functionality allows a contact (e.g., a patient) to be associated with multiple accounts, such as primary care providers, specialists, or insurance entities.

Navigate to Setup > Account Settings, and enable Contacts to Multiple Accounts.

Enable Chatter Settings (Option E):

Chatter is used in Health Cloud for collaboration and real-time updates.

Administrators must ensure Chatter is activated to support case discussions, timeline sharing, and other collaborative features.

Option A: While enabling data protection is important, it is not a prerequisite for installing Health Cloud.

Option D: Enabling Person Accounts is correct, but it is done via a support case (Option B).

To address the use case of creating a UI component for a MedTech company that displays customer data, allows initiating a new order process, and displays available products for purchase, the following OmniStudio capabilities are required:

1. Integration Procedures:

Purpose: Integration Procedures handle server-side logic by connecting with external systems, databases, or Salesforce objects to fetch or update data efficiently.

Role in Use Case: The new order process will likely require data from external systems, such as a product catalog or inventory system. Integration Procedures are ideal for orchestrating these back-end calls and consolidating data to display product availability or order information.

Key Features:

Perform complex, multi-step actions in a single server call.

Fetch data asynchronously, improving UI performance.

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.

To comply with the Children’s Online Privacy Protection Act (COPPA) while implementing Salesforce Health Cloud for managing the data of children under 13, Bloomington Caregivers must consider the following:

Requirement:

COPPA mandates that companies take reasonable measures to secure children’s personal information against unauthorized access or disclosure.

Implementation in Health Cloud:

Use Salesforce’s robust security features, such as Shield Platform Encryption, two-factor authentication, and role-based access controls, to safeguard sensitive data.

Requirement:

Personal data of children must be encrypted during storage (at rest) and transmission (in transit) to prevent unauthorized access.

Implementation in Health Cloud:

Use Salesforce Shield for platform encryption, ensuring compliance with data protection standards.

Enable HTTPS for secure communication channels and encrypt sensitive fields like names, addresses, and medical records.

Requirement:

Organizations must obtain verifiable consent from parents or guardians before collecting or storing any personal information about children under 13.

Implementation in Health Cloud:

Implement custom workflows or forms to capture and log parental consent.

Use audit tracking to document consent for regulatory compliance.

Partner Compliance (Option D):

While ensuring partners adhere to COPPA is important, it is not explicitly required by the healthcare organization itself under COPPA.

Disclosing Privacy Policies (Option E):

Disclosing policies is essential, but it is part of obtaining parental consent (Option C).

To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.

Correct Features Explanation:

Medication Reconciliation:

This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.

By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.

Medication Review:

This involves reviewing the patient's entire medication list to assess safety, appropriateness, and effectiveness.

Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.

Why Other Options Are Incorrect:

A. Medication Audit:While this could involve reviewing medication-related data, it is not a standard Health Cloud feature designed for drug-to-drug interaction detection or medication tracking.

D. Medication Administration:This feature focuses on the administration of drugs to patients, such as documenting doses and timing, and does not handle tracking or interaction detection in a standardized way.

Key Benefits of the Correct Features:

Ensuring Patient Safety: Tracks and reconciles medications to avoid harmful drug interactions.

Standardized Format: Maintains consistent records, compliant with healthcare regulations like HIPAA and FHIR standards.

Improved Coordination: Enables care teams to collaborate effectively in managing patient medications.

To ensure that users can access the functionalities of the Provider Network Management add-on in Salesforce Health Cloud, administrators must assign the appropriate permission sets.

Required Permission Sets:

Provider Network Management Permission Set (Answer C):

Purpose: Grants users access to features specific to managing provider networks, including adding providers, managing contracts, and overseeing network adequacy.

Health Cloud Standard Permission Set (Answer D):

Purpose: Provides users with baseline access to Health Cloud features, ensuring they can interact with core health-related data and functionalities.

Implementation Steps:

Assign Permission Sets to Users:

Navigate to the user's detail page in Salesforce Setup.

In the Permission Set Assignments section, click Edit Assignments.

Select **Provider

The business process requires a combination of capabilities for handling patient insurance cards, benefits verification, and appointment scheduling. The following Health Cloud capabilities are recommended:

Intelligent Document Automation:

Automates the processing of uploaded documents, such as insurance cards.

Intelligent Document Reader:

Reads data from documents and creates corresponding records (e.g., Member Plan records).

Benefits Verification:

Runs real-time verification checks on insurance plans and coverage.

Intelligent Appointment Management:

Facilitates scheduling appointments on behalf of the patient with the provider.

Why Other Options Are Incorrect:

A & B: These options exclude critical elements like Intelligent Document Reader.

D: Utilization Management and Care Management are unrelated to the stated requirements.

To update an existing field on a custom SObject using OmniScript, the following components are essential:

DataRaptors (C):

DataRaptors are used to read, write, or transform Salesforce data.

In this case, a DataRaptor Load would be configured to update the field on the custom SObject.

Integration Procedures (D):

Integration Procedures orchestrate data operations and can combine multiple DataRaptors or external API calls.

Used to call the DataRaptor Load and manage complex logic if needed.

Why Other Options Are Incorrect:

API Actions: Primarily used for invoking external APIs, not for internal Salesforce data operations.

SOQL Query: Retrieves data from Salesforce but does not update fields.

When configuring security for patient lists in Salesforce Health Cloud, administrators must consider object-level, field-level, and list-level access to ensure data privacy and compliance with regulations like HIPAA. Below are the key considerations:

HCPatientListSecurity Custom Setting (A):

This custom setting allows administrators to define and restrict access to patient lists at a granular level. For example, administrators can control which users can view or interact with patient lists based on their role or department.

Field-Level Security Impact (C):

If a user’s field-level security restricts access to a field included in the patient list’s display columns, the column will not appear in the list. This ensures sensitive data is protected and only accessible to authorized users.

Object Access Restrictions (E):

Users with restricted object-level access (via profiles or permission sets) cannot create or view lists that utilize those objects. This ensures that unauthorized users cannot access or manipulate sensitive data.

Why Other Options Are Incorrect:

B: Restriction rules in Salesforce are used to provide additional access beyond organization-wide defaults (OWDs), not for patient lists.

D: Patient list access is managed through specific Health Cloud mechanisms, not standard Salesforce sharing settings.

To enable viewing medication data from Salesforce Health Cloud while leveraging FHIR standards, the Clinical Data Model is the correct data model to use.

Purpose and Design:

The Clinical Data Model in Health Cloud is specifically built to represent patient health data, including medications, allergies, conditions, and other clinical information.

It adheres to FHIR (Fast Healthcare Interoperability Resources) standards, which are widely used to facilitate the exchange of electronic health information between systems.

Medication Data Representation:

The Clinical Data Model contains FHIR-compliant objects, such as MedicationRequest and MedicationStatement, to store and retrieve information about prescribed medications, their dosages, and administration details.

FHIR Integration:

Health Cloud's Clinical Data Model supports RESTful FHIR APIs, allowing external systems to access medication data seamlessly.

FHIR compatibility ensures that medication data can be shared with third-party EHR systems and healthcare applications.

Configuration of Medication Records:

Populate the FHIR-compliant objects with medication data, ensuring adherence to the FHIR R4 resource structure.

Use of FHIR APIs:

Enable the Clinical Summary Healthcare API or specific Medication APIs (e.g., GET /MedicationRequest) to fetch and display medication details.

Integration Testing:

Validate the FHIR-based data exchange with other systems to ensure seamless interoperability.

Bloomington Caregivers is transitioning from legacy Care Plans to Integrated Care Management (ICM) in Salesforce Health Cloud to enhance care coordination and patient outcomes. Understanding the features and setup of ICM is crucial for a successful transition.

Enabling Integrated Care Management (Answer C):

Enhanced Care Management Setting:

Purpose: Activating the Enhanced Care Management setting in Salesforce Setup enables Integrated Care Management features within Health Cloud.

Implementation Steps:

Navigate to Setup: In Salesforce, go to Setup.

Search for Health Cloud Settings: Enter "Health Cloud" in the Quick Find box and select Health Cloud Settings.

Enable Enhanced Care Management: Locate the Enhanced Care Management option and toggle it to enable.

In Salesforce Health Cloud, Identity Verification Processes allow you to configure how patient or contact identities are verified during interactions. The requirements from the call center team involve modifying the verification process to:

Include "Bloomington ID":

This custom field should be added as a required verifier and also included in search results.

Modify "Birth Date":

Remove it as a required verifier while keeping it available as an optional verifier in the process.

Steps to Implement the Solution:

Add Two New Identity Verification Process Field Records for ‘Bloomington ID’:

Field Type: Result Field: Ensures the field appears in the search results.

Field Type: Required Verifier: Makes this field mandatory for identity verification.

Modify Birth Date Record:

Update the existing record for Birth Date by changing its Field Type from "Required Verifier" to "Optional Verifier." This adjustment makes the field optional in the verification process.

This approach ensures the flexibility and compliance requested by the call center manager while aligning with Salesforce Health Cloud's configurable Identity Verification features.

When an end user is unable to view certain data on the Enhanced Timeline for Contact Center during User Acceptance Testing (UAT), the primary step in troubleshooting should be to verify that the user possesses the appropriate object permissions.

Understanding Object Permissions:

Purpose: Object permissions determine a user's ability to create, read, edit, or delete records of a particular object within Salesforce.

Types of Permissions:

Read: Allows users to view records.

Create: Permits users to add new records.

Edit: Enables users to modify existing records.

Delete: Grants users the ability to remove records.

Troubleshooting Steps:

Verify User's Profile and Permission Sets:

Profiles: Check the user's assigned profile to ensure it includes the necessary object permissions for the data intended to be displayed on the Enhanced Timeline.

Permission Sets: Review any permission sets assigned to the user that might grant additional object permissions.

Ensure Field-Level Security:

Confirm that field-level security settings permit the user to access the specific fields associated with the timeline data.

Check Sharing Settings:

Assess the organization's sharing rules and settings to ensure the user has the requisite access to the records in question.

A Conditional Block in an Integration Procedure allows you to execute a group of actions based on specific conditions. This means that certain steps within the procedure will only run when predefined criteria are met, enabling dynamic and context-sensitive processing.

Implementation Steps:

Identify the Condition:

Determine the specific condition under which the email with the new address should be sent. For instance, if the appointment is booked at the new location, the condition could be based on the location ID or name.

Configure the Conditional Block:

Add a Conditional Block: Within your Integration Procedure, insert a Conditional Block where you want the conditional logic to apply.

Set the Execution Conditional Formula: Define the condition that evaluates to true when the email should be sent. For example, if the new location has an ID of 'New_Location_ID', the formula might be:

shell

Copy code

%AppointmentLocationId% == 'New_Location_ID'

Add Actions Within the Conditional Block: Inside this block, include the necessary actions to send the email. This could involve:

Set Values Action: To define the email content, including the new address.

Email Action: To send the email to the patient.

Test the Integration Procedure:

Ensure that when an appointment is booked at the new location, the condition evaluates to true, triggering the email. Conversely, verify that appointments at other locations do not trigger this email.

Benefits of Using Conditional Blocks:

Dynamic Processing: Executes specific actions only when certain conditions are met, enhancing efficiency.

Simplified Logic Management: Organizes conditional logic within the Integration Procedure, making it easier to manage and maintain.

Improved Performance: By executing only necessary actions, it reduces processing time and resource consumption.

To customize the Health Cloud enrollment process for Advanced Therapy Management, Flows are the recommended tool as they are declarative and leverage out-of-the-box functionality. Flows allow customization of the enrollment process without requiring custom code.

Key Features of Flows:

Declarative Customization: Enables the configuration of the enrollment process to match specific business workflows.

Integration with Care Programs: Automates enrollment steps, such as eligibility checks, consent capture, and assigning care programs.

Reusability: Configured flows can be reused or modified for other processes within the Health Cloud ecosystem.

Why Other Options Are Incorrect:

A. Apex Class: While possible, customization through code is less efficient and harder to maintain compared to Flows.

C. OmniScript: Ideal for dynamic user interactions but not required for standard enrollment customization.

D. FlexCard: Used for displaying information, not for managing enrollment processes.

Bloomington Caregivers aims to bulk upload information to support Provider Search and the Provider Relationship Card in Salesforce Health Cloud. Implementing this requires populating various provider-related objects efficiently. Two best practice methods for achieving this are:

1. Using Composite API Requests (Answer C):

Purpose: The Composite API allows for the creation and linking of multiple related records in a single API call. This is particularly beneficial when dealing with complex data models involving multiple objects, as it ensures data integrity and reduces the number of API calls.

Implementation Steps:

Prepare Data Payload: Structure your data in a JSON format that includes all necessary records and their relationships.

Make Composite API Call: Use the Composite API to submit the data payload, which will process the creation of multiple records in a single transaction.

Verify Data Integrity: After the API call, confirm that all records have been created and linked correctly.

Advantages:

Efficiency: Reduces the number of API calls by bundling multiple operations into one request.

Atomic Transactions: Ensures that all operations succeed or fail together, maintaining data consistency.

In Salesforce Health Cloud, to manage prior authorization requests using preconfigured record types and page layouts, the Health Cloud Care Request Extensions package must be installed. This package provides the necessary configurations for handling prior authorizations.

Steps to Install the Health Cloud Care Request Extensions Package:

Access the Package:

Obtain the installation link for the Health Cloud Care Request Extensions package from Salesforce's official resources or through the Salesforce AppExchange.

Install the Package:

Click on the installation link and log in to your Salesforce org.

Follow the installation prompts, selecting the appropriate security settings (e.g., granting access to all users).

Complete the installation process.

Verify Installation:

Navigate to Setup > Installed Packages to confirm that the Health Cloud Care Request Extensions package is listed.

Configure Record Types and Page Layouts:

After installation, the package provides preconfigured record types and page layouts for prior authorizations.

Assign these record types and layouts to the relevant user profiles to ensure accessibility.

Benefits of Installing the Health Cloud Care Request Extensions Package:

Preconfigured Components: The package includes out-of-the-box record types and page layouts tailored for managing prior authorizations, reducing the need for custom development.

Streamlined Processes: Facilitates efficient handling of prior authorization requests, improving operational workflows for payers.

Integration with Health Cloud: Ensures seamless integration with existing Health Cloud functionalities, maintaining data consistency and integrity.

By installing this package, the Salesforce administrator can expedite the implementation of prior authorization management within Health Cloud, leveraging Salesforce's pre-built solutions to meet the organization's needs effectively.

To ensure data privacy and protection for leads, contacts, and person accounts during the initial setup of Health Cloud, the administrator should enable Data Protection and Privacy at the object level. This configuration allows Health Cloud to manage privacy-related fields and processes for these entities.

Key Features:

Object-Level Privacy Settings: Enables data protection measures such as tracking consent and managing privacy preferences.

Applicable Entities: Specifically supports leads, contacts, and person accounts, aligning with patient data management needs.

Compliance: Ensures compliance with regulations like HIPAA by embedding privacy measures into the core data model.

Why Other Options Are Incorrect:

A. Fields: Field-level protection alone does not enable comprehensive privacy management for leads, contacts, and person accounts.

C. Tasks: Task privacy is not relevant for this scenario.

D. Records: While data protection applies to records, configuration is done at the object level for consistency across entities.