Salesforce Health Cloud Accredited Professional Exam Practice Test

Answer : A, C, E

When onboarding a new business unit to Health Cloud while protecting sensitive data for the existing Service Cloud users, adjusting Organization-Wide Defaults (OWD) is critical.

Recommended Settings:

Health Details to Controlled by Parent or Private:

Ensures that only users with appropriate access to parent records (e.g., Person Accounts or Cases) can view sensitive health-related information.

Person Accounts to Private:

Restricts visibility of patient data at the account level, limiting access to users within the appropriate Health Cloud business unit.

Related Clinical Objects to Controlled by Parent or Private:

Applies restricted access to clinical objects like care plans, conditions, and encounters to ensure that PHI is not accessible to Service Cloud users.

Why Other Options Are Less Suitable:

B . Account and Contract to Private: Relevant for managing non-healthcare data but not directly tied to PHI protection.

D . Contact to Controlled by Parent: While this helps manage access to contact data, it does not address broader clinical objects or PHI.

Salesforce Health Cloud Security Best Practices

Answer : A, B, C

To track account information and its geographical details, the following objects in Salesforce Health Cloud support the scenario:

Location:

Represents the physical location of a healthcare facility, such as a hospital or clinic.

Tracks details like address, contact information, and geocoordinates for mapping purposes.

Facilitates integration with tools for location-based services or routing.

Healthcare Facility:

Represents the organizational entity (e.g., hospital, clinic, or medical practice).

Stores information about the type of facility, services offered, and affiliations with healthcare networks.

Facility Address:

Stores detailed address information specific to a healthcare facility.

Enables differentiation between multiple addresses for the same facility, such as billing and physical addresses.

Why Not the Other Options?

D . Clinic Location: This object is not part of Health Cloud's standard data model.

E . Account: While Account is central to tracking organization details, it does not specifically address geographical details.

Use Case Implementation: By combining Location, Healthcare Facility, and Facility Address objects, organizations can provide comprehensive geographical and organizational data to representatives, enabling efficient onsite operations.

Health Cloud Data Model Documentation

Geolocation Features in Salesforce

Answer : C

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.

Salesforce Security Guide

Health Cloud Person Account Best Practices

Answer : A, C

To enable external users to access Provider Search functionality, you need to make necessary changes to the Experience Cloud site and permissions:

Steps to Enable Provider Search for External Users:

Add the Provider Search Component to the Site (Option A):

Use Experience Builder to include the Provider Search Lightning Web Component on a public-facing page of the Experience Cloud site.

Steps:

Navigate to Experience Builder.

Drag and drop the Provider Search component onto a designated page.

Publish the site to make the component available to external users.

Grant Read Access to the Care Provider Searchable Field Object (Option C):

External users must have appropriate permissions to view the provider search results.

Steps:

Go to Setup > Profiles.

Edit the site user profile associated with the Experience Cloud site.

Grant Read access to the Care Provider Searchable Field object.

Save and assign the profile to the relevant users.

Additional Notes:

Sharing Rules (Not Necessary): Sharing rules are not required if the external user profile already has sufficient object-level access.

Data Pipeline Object (Not Relevant): The Data Pipeline object is not directly involved in enabling Provider Search functionality for external users.

Enable Provider Search in Health Cloud

Experience Cloud for Health Cloud

Answer : D

The pharma company needs to coordinate complex, multistep processes involved in personalized medicine programs, such as apheresis and infusion. Advanced Therapy Management (ATM) in Salesforce Health Cloud is specifically designed to address such requirements.

Features of Advanced Therapy Management:

Orchestrating Complex Workflows:

ATM enables organizations to manage and automate end-to-end workflows for advanced therapies, including CAR-T cell therapies and other personalized medicine programs.

Tracking Key Steps:

Tracks all critical steps in the patient's therapy journey, such as cell collection (apheresis), manufacturing, shipping, and infusion back into the patient.

Collaboration Across Stakeholders:

Facilitates real-time communication and collaboration among healthcare providers, manufacturers, and logistics partners.

Benefits for Personalized Medicine Programs:

End-to-End Visibility:

Provides a holistic view of the therapy process, ensuring transparency and reducing delays.

Compliance with Regulations:

Ensures that all data is tracked and managed securely, supporting compliance with healthcare regulations like HIPAA and GDPR.

Patient-Centric Care:

Enables personalized tracking and reporting to deliver better patient outcomes.

Advanced Therapy Management Overview

Salesforce Health Cloud Use Cases

Answer : D

To streamline caller authentication and reduce manual processes for Contact Center agents, Bloomington Caregivers can utilize the 'Verify Customer Identity Process Flow' feature in Salesforce Health Cloud.

Verify Customer Identity Process Flow:

This out-of-the-box feature enables agents to verify a caller's identity before processing requests involving sensitive information, ensuring compliance with regulations such as HIPAA.

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Key Components:

Identity Verification Flow: A guided process that prompts agents to ask callers specific verification questions, such as date of birth, address, or other identifying information. This ensures that only authorized individuals access sensitive health information.

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Utility Bar Integration: The verification flow can be embedded in the utility bar of the Health Cloud console, providing agents with quick access during calls. This integration streamlines the verification process, reducing the time and effort required for authentication.

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Implementation Steps:

Customize Verification Questions: Administrators can tailor the verification questions to align with organizational policies and the types of information available in patient records. This customization ensures that the verification process is both effective and relevant.

Salesforce

Embed the Verification Flow: Add the Verify Caller Identity flow to the utility bar or relevant record pages within the Health Cloud console. This placement allows agents to initiate the verification process seamlessly during interactions with callers.

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Agent Training: Provide training to Contact Center agents on using the verification process flow, emphasizing the importance of verifying caller identity to protect personal health information and comply with regulatory requirements.

Benefits:

Enhanced Security: Ensures that sensitive health information is disclosed only to verified individuals, protecting patient privacy.

Regulatory Compliance: Assists in adhering to healthcare regulations, such as HIPAA, by implementing standardized verification procedures.

Operational Efficiency: Reduces manual verification processes, allowing agents to focus on providing quality service to callers.

By implementing the Verify Customer Identity Process Flow, Bloomington Caregivers can enhance the security and efficiency of their Contact Center operations, ensuring that patient information is handled with the utmost care and in compliance with regulatory standards.

Verify the Caller

Protect Health Information by Verifying Caller Identity

Answer : D

To enhance the performance and scalability of the Provider Search feature in Salesforce Health Cloud, particularly for a pharmaceutical company aiming to assist patients in locating nearby infusion clinics, leveraging the Data Processing Engine (DPE) is essential.

Data Processing Engine (DPE):

The Data Processing Engine is a robust tool within Salesforce Health Cloud designed to efficiently handle and transform large datasets. In the context of Provider Search, DPE plays a pivotal role by:

Data Transformation: DPE processes and transforms provider data into a structured format, making it readily searchable. This transformation ensures that complex datasets are optimized for quick retrieval during user searches.

Performance Enhancement: By pre-processing and indexing provider information, DPE significantly reduces the time required to execute search queries. This leads to faster response times, enhancing user experience.

Scalability: DPE is designed to handle large volumes of data, ensuring that as the number of providers or clinics increases, the system maintains optimal performance without degradation.

Implementation Steps:

Enable Data Pipelines: Assign the Data Pipelines Base User permission set to the Health Cloud user responsible for enabling Provider Search. Then, activate Data Pipelines in the system settings.

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Configure Provider Search: After enabling Data Pipelines, set up the Provider Search feature by defining the necessary parameters and ensuring that the provider data is correctly mapped and transformed using DPE.

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Data Synchronization: Ensure that provider data is regularly synchronized and updated to reflect any changes, maintaining the accuracy and reliability of the search results.

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By integrating the Data Processing Engine into the Provider Search setup, the pharmaceutical company can offer patients a swift and reliable tool to locate nearby infusion clinics, thereby improving patient satisfaction and operational efficiency.

Enable Performance and Scalability for Provider Search

Set Up Provider Search in Health Cloud