Salesforce Health Cloud

Module 1: Salesforce Health Cloud Architecture

• Health Cloud data model: patient, clinical, and care programme objects
• Health Cloud vs standard Salesforce: healthcare-specific extensions
• HIPAA compliance in Salesforce: privacy and security requirements
• Patient-centric data model: person accounts and household accounts
• Health Cloud managed package installation and configuration
• Health Cloud licensing and Salesforce for Healthcare certification pathway

Module 2: Patient & Member Management

• Patient 360: unified view of patient demographics, conditions, and history
• Clinical data model: clinical encounters, conditions, and medications
• Social determinants of health (SDOH) tracking
• Patient timeline: longitudinal view of patient interactions
• Member management for payer organisations
• Patient consent management and communication preferences

Module 3: Care Management & Coordination

• Care plans: goals, problems, and care plan activities
• Care team management: roles, responsibilities, and collaboration
• Care gaps: identifying and closing care quality gaps
• Referral management: inbound and outbound referral tracking
• Transitions of care: hospital discharge and care transitions
• Population health segmentation and risk stratification

Module 4: Provider Relationship Management

• Provider data model: practitioner profiles and network affiliations
• Provider network management: in-network and out-of-network
• Physician liaison management: provider outreach and engagement
• Referral leakage analysis: tracking referral patterns
• Provider portal: self-service access for care team members
• Credentialing integration with provider data systems

Module 5: Utilisation Management & Prior Authorisation

• Prior authorisation workflow configuration
• Utilisation review: inpatient and outpatient review workflows
• Case management: complex case identification and management
• Denial management and appeal workflow
• Clinical criteria integration: InterQual and MCG guidelines
• Reporting: utilisation trends and authorisation analytics

Module 6: Patient Engagement & Digital Health

• Patient portal: Experience Cloud for healthcare
• Appointment scheduling: online booking and reminder workflows
• Patient education: content delivery and health literacy
• Remote patient monitoring integration: IoT data in Health Cloud
• Telehealth integration: video visit scheduling and documentation
• Patient satisfaction: survey integration and HCAHPS reporting

Module 7: Life Sciences & Clinical Trials

• Life sciences data model: account, contact, and product alignment
• Medical device tracking and field service for medical equipment
• Clinical trial management: site, investigator, and patient tracking
• Adverse event reporting and pharmacovigilance workflows
• Key account management for pharmaceutical sales teams
• Regulatory compliance features for life sciences organisations

Module 8: HIPAA, Security & Certification Prep

• HIPAA technical safeguards in Salesforce Health Cloud
• PHI data classification and encryption requirements
• Audit trail and access logging for healthcare compliance
• Health Cloud data masking and field-level encryption
• Salesforce Health Cloud Accredited Professional certification
• Healthcare implementation case study: integrated care management

Salesforce Health Cloud Accredited Professionals Our Health Cloud instructors are Salesforce-accredited health cloud consultants with implementation experience at hospital systems, health insurance organisations, pharmaceutical companies, and healthcare technology vendors building on the Salesforce platform.

Clinical & Healthcare Operations Background Several trainers have clinical or healthcare operations backgrounds — registered nurses, clinical informaticists, and healthcare administrators — who transitioned into health IT consultancy. This clinical grounding ensures Health Cloud training reflects real care delivery workflows.

HIPAA & Healthcare Compliance Expertise HIPAA compliance is non-negotiable in healthcare IT. Our instructors bring deep knowledge of healthcare privacy regulations, data security requirements, and the Salesforce configurations that ensure Health Cloud deployments meet regulatory standards.

Interoperability & Integration Specialists Health Cloud implementations require integration with EHR systems, claims platforms, and clinical data repositories. Our trainers understand HL7 FHIR standards, EHR integration patterns, and the interoperability challenges that define modern health IT projects.

Patient Experience Design Focus Ultimately, Health Cloud exists to improve patient and member experiences. Our instructors combine technical platform skills with human-centred design thinking — helping learners build Health Cloud solutions that genuinely improve care delivery and patient outcomes.