Course Objectives
1. What will you learn about Salesforce Health Cloud?
You will learn how Salesforce Health Cloud helps healthcare organizations manage patient relationships, care plans, appointments, referrals, and healthcare services through a centralized CRM platform.
2. How will this course help you manage patient information?
You will gain hands-on experience in configuring patient profiles, healthcare records, care teams, and clinical interactions while maintaining data accuracy and security.
3. What healthcare processes will you automate using Health Cloud?
You will learn to automate patient onboarding, appointment scheduling, case management, referrals, follow-ups, and care coordination workflows.
4. How does this course prepare you for real-world healthcare projects?
You will work on practical healthcare CRM scenarios involving patient management, care planning, service requests, reporting, and healthcare workflow optimization.
5. What career opportunities can this course help you achieve?
This training prepares you for roles such as Salesforce Health Cloud Consultant, Healthcare CRM Analyst, Health Cloud Administrator, Salesforce Functional Consultant, and Healthcare Technology Specialist.
Popular Techniques Covered in This Course
Salesforce Health Cloud Fundamentals
Patient Relationship Management
Care Plan Management
Healthcare Provider Management
Patient Intake and Onboarding
Referral and Case Management
Care Team Coordination
Healthcare Workflow Automation
Reports and Healthcare Dashboards
Data Security and Compliance Management
Get Hands-on Knowledge about Real-Time Projects
Project 1
Project 1: Patient Management System
Configure patient profiles, medical history tracking, healthcare interactions, and patient engagement workflows for a healthcare organization.
Project 2
Project 2: Care Coordination Platform
Develop a healthcare solution for managing care teams, referrals, treatment plans, and patient follow-ups.
Project 3
Project 3: Hospital Patient Onboarding Process
Implement patient registration, appointment scheduling, healthcare service requests, and onboarding workflows.
Project 4
Project 4: Healthcare Case Management Solution
Build a case management system to track patient issues, referrals, escalations, and healthcare support services.
Project 5
Project 5: Healthcare Analytics Dashboard
Create dashboards and reports to monitor patient outcomes, care quality, service performance, and healthcare operations.
Key Features
Edubrights offers Salesforce Health Cloud-Healthcare CRM Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
Curriculum
Module 1: Introduction to Salesforce Health Cloud
- Health Cloud overview: CRM purpose-built for healthcare and life sciences
- Health Cloud data model: Patient, Household, and Care Team objects
- HIPAA compliance considerations in Salesforce Health Cloud
- Navigating Health Cloud: patient list, timeline, and care programmes
Module 2: Patient and Member Management
- Patient record: demographics, contacts, and insurance information
- Household model: linking patients to family and caregiver networks
- Patient search and matching: deduplication in healthcare context
- Consent management: capturing and tracking patient data consent
Module 3: Care Plans and Care Teams
- Care Plan creation: goals, problems, and tasks for patient care
- Care Team configuration: assigning roles to providers and caregivers
- Care Team collaboration: tasks, messages, and coordination tools
- Care Plan templates: standardised plans for common conditions
Module 4: Patient Timeline and 360 View
- Patient timeline: unified view of clinical and non-clinical interactions
- EHR integration: surfacing clinical data from Epic, Cerner, and HL7
- Social determinants of health: capturing non-clinical risk factors
- Gaps in care: identifying and closing preventive care opportunities
Module 5: Utilisation Management and Prior Authorisation
- Prior authorisation workflow: request, review, and decision tracking
- Utilisation management: monitoring care utilisation against benchmarks
- Appeals and grievances: tracking member complaints and resolutions
- Care coordination across providers: referral management workflows
Module 6: Health Cloud for Providers and Payers
- Provider network management: credentialing and contract tracking
- Payer member management: enrolment, benefits, and eligibility
- Population health: risk stratification and programme enrolment
- Remote patient monitoring: device data integration overview
Module 7: Flow, Automation, and Integration
- Salesforce Flow for Health Cloud: patient journey automation
- OmniStudio: guided interaction scripts for care coordinators
- FHIR API integration: connecting Health Cloud to clinical systems
- MuleSoft Health Cloud Accelerator for healthcare integration
Module 8: Capstone Project and Assessment
- Patient record setup: care team, care plan, and timeline configuration
- EHR data integration and patient 360 view build
- Prior authorisation workflow and population health automation project
- Final assessment and course certification
Receive Training From Our Skilled and Effective Trainers
Learn from Experienced Salesforce Health Cloud Professionals
Gain practical expertise from experienced Salesforce Health Cloud consultants with hands-on experience delivering enterprise Salesforce Health Cloud implementations, healthcare CRM solutions, patient engagement platforms, care coordination systems, and digital health transformation projects for hospitals, healthcare providers, health insurance companies, life sciences organizations, and global healthcare enterprises. Learn real-world implementation strategies, healthcare workflows, and CRM best practices used across the healthcare industry.
Industry Exposure with Enterprise Healthcare CRM Projects
Our trainers have successfully implemented Salesforce Health Cloud solutions for patient relationship management, care coordination, provider collaboration, population health management, healthcare service delivery, patient engagement, referral management, case management, and digital healthcare transformation. Learn industry best practices in Patient 360, Care Plans, Care Teams, Clinical Data Models, Healthcare Workflows, Provider Networks, Healthcare Analytics, and enterprise healthcare CRM implementation.
Simple, Practical & Business-Oriented Teaching Approach
Core Salesforce Health Cloud concepts are taught through structured lessons, live demonstrations, real healthcare business scenarios, patient lifecycle workflows, care coordination processes, healthcare automation, reporting, and interactive case studies. This practical approach enables both beginners and working professionals to confidently understand healthcare CRM implementation, patient engagement strategies, and enterprise healthcare operations.
Hands-On Real-Time Salesforce Health Cloud Projects
Develop job-ready expertise through guided labs and enterprise projects covering Patient 360, Health Cloud Data Model, Care Plans, Care Team Management, Case Management, Provider Relationship Management, Healthcare Service Console, Salesforce Flow, OmniStudio, EHR Integration, FHIR API, HL7 concepts, Workflow Automation, Reports & Dashboards, Healthcare Analytics, Security & HIPAA awareness, and end-to-end Salesforce Health Cloud implementation projects.
Updated with the Latest Salesforce Health Cloud Technologies
Our curriculum is continuously updated with the latest Salesforce Health Cloud releases, Einstein AI for Healthcare, Agentforce AI, OmniStudio, FHIR integration, Salesforce Data Cloud, healthcare interoperability standards, cloud-based healthcare CRM innovations, patient engagement technologies, and enterprise implementation best practices. This ensures learners develop practical, certification-ready, and industry-relevant Salesforce Health Cloud skills that are highly valued by healthcare providers, life sciences organizations, consulting firms, and global enterprises.
Professional Salesforce Health Cloud Healthcare CRM Certification
The Professional Salesforce Health Cloud Healthcare CRM Certification validates your ability to configure, manage, and optimize healthcare customer relationship processes using Salesforce Health Cloud.
Course FAQs
1. What is Salesforce Health Cloud – Healthcare CRM?
Salesforce Health Cloud is a healthcare-focused CRM platform that helps healthcare organizations manage patient relationships, care coordination, appointments, referrals, and healthcare services through a unified system.
2. Who can enroll in the Salesforce Health Cloud course?
Students, freshers, Salesforce professionals, healthcare IT professionals, CRM administrators, business analysts, and healthcare consultants can join this course.
3. Do I need Salesforce experience to learn Health Cloud?
Basic Salesforce knowledge is helpful, but beginners can also learn Health Cloud through structured training and practical exercises.
4. What are the career opportunities after Salesforce Health Cloud training?
You can work as a Salesforce Health Cloud Consultant, Health Cloud Administrator, Healthcare CRM Analyst, Salesforce Functional Consultant, Healthcare Technology Consultant, or CRM Specialist.
5. Is Salesforce Health Cloud in demand?
Yes. Healthcare organizations are increasingly adopting digital patient management platforms, creating strong demand for Salesforce Health Cloud professionals.
6. What industries use Salesforce Health Cloud?
Hospitals, clinics, healthcare providers, medical centers, pharmaceutical companies, healthcare insurers, and telehealth organizations use Salesforce Health Cloud.
7. What topics are covered in Salesforce Health Cloud training?
The course covers patient management, care plans, care coordination, referrals, healthcare workflows, service management, reporting, dashboards, and security management.
8. Will I get hands-on project experience?
Yes. Learners gain practical experience through healthcare CRM implementation projects, patient management scenarios, and real-world healthcare workflows.
9. Is coding required for Salesforce Health Cloud?
No. The course mainly focuses on administration, configuration, patient relationship management, and healthcare business processes.
10. Can freshers build a career in Salesforce Health Cloud?
Yes. Freshers with healthcare, business, CRM, or technology backgrounds can build successful careers in healthcare CRM and Salesforce consulting.
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