10+ Exciting Salesforce Spring 2023 Updates for Salesforce Health Cloud 

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Guess what? Salesforce Summer ‘23 release is a few months away, and we have yet to discuss what updates the Spring ‘23 release brought for our faithful clients using or considering using Salesforce Health Cloud. Shame on us! But we are about to remedy that. 

As you probably know, Salesforce Health Cloud is basically a fancy customer relationship management platform, but with a healthcare focus, as it helps you connect with your patients and care teams in a way that’s more effective and efficient.  

So, when the Spring ‘23 release came out, it brought some super cool new features and enhancements for Health Cloud that will make healthcare professionals’ jobs even easier. We are talking about streamlining operations, improving patient outcomes, and enhancing the overall patient experience. 

In this blog, we’ll give you an overview of all the new stuff that Salesforce cooked up for healthcare providers in Spring ‘23 and how they can benefit the healthcare industry. We’ll cover all sorts of topics, like EHR and APIs updates, enhanced analytics capabilities, patient engagement tools, and security and compliance enhancements.  

So, stick around, and by the end of this blog, you’ll have a better understanding of how these updates can help you deliver better patient care and achieve better outcomes. 

Overview of Spring ‘23 Release 

As we mentioned, the Spring ‘23 release brought some cool new updates covering many areas of Salesforce Health Cloud. So, to make it an easy read, we separated these updates into four categories where you can better check which updates interest you the most. These categories are: 

  1. About APIs and Electronic Health Records (EHR) 
  1. Enhanced Analytics Capabilities 
  1. Improved Patient Engagement Tools 
  1. Security and Compliance Enhancements 

So, if you are ready, let’s get started! 

1- About APIs and Electronic Health Records (EHR) 

There are a couple of things that are happening in Salesforce Health Cloud for APIs and EHR. From replacing the EHR Data Model to new Salesforce Healthcare APIs and REST APIs, we’ll explain how these updates will benefit your healthcare business. 

Replacing the EHR Data Model with the Clinical Data Model 

Some exciting changes are coming to Health Cloud with the Summer ’23 release! Salesforce is replacing the EHR data model with the Clinical data model. 

The older EHR (Electronic Health Record) data model in Salesforce is a pre-built set with all sorts of objects and fields designed to help manage patient health records and related info within the Health Cloud platform. It lets you track everything from patient demographics to medication, lab results, and more. It is also designed to help streamline workflows and improve patient care. 

The FHIR (Fast Healthcare Interoperability Resources) R4-aligned Clinical data model is like a supercharged version of the EHR data model. It’s more standardized, flexible, scalable, and based on industry-standard FHIR resources. The standard objects in the Clinical data model store all sorts of clinical data, including conditions, medications, encounters, immunizations, procedures, and more. 

Now, if you’re a new customer, you won’t be able to create records for packaged EHR objects that have counterparts in the FHIR R4-aligned Clinical data model. But don’t worry, if you’re already using Health Cloud, you can still create records in the EHR data model while you start the migration process to the FHIR R4-aligned Clinical model. 

But what does this mean for healthcare organizations like yours? Well, for starters, it means you’ll have a more advanced and interoperable data model for managing patient health records and related info. The Clinical data model in Health Cloud aligns with the FHIR R4 standard, which means you can better integrate with other healthcare systems and technologies that also use FHIR. This will ultimately help you deliver better patient care, by enabling you to access and exchange health data more efficiently and securely. 

So, if you’re new to Health Cloud, Salesforce recommends using the Clinical data model for your implementation. Why? Because any future development in Health Cloud will be built on the Clinical data model, so you’ll be all set for any new features they release. 

If you’re not sure which objects and fields in the EHR data model are mapped to the Clinical data model, no problem! Just check out the Health Cloud Developer Guide for more information about this change.  

New Salesforce Healthcare APIs 

So, Health Cloud has new Healthcare APIs that are really cool because they can talk to any system that uses Fast Healthcare Interoperability Resources (FHIR) API. Basically, this means you can easily share healthcare info between different systems. 

The first one is called the Prior Authorization EMR Retrieval API. This lets you sync data about prior authorization requests (which are requests for approval from an insurance company before you can do something like a medical procedure), and fetch a patient’s insurance coverage details. 

Another one is the Prior Authorization Claim Submission API. This lets you create a claim submission request (which is like a request for payment for a medical service), with prior authorization. 

Lastly, the Prior Authorization API lets you create a claim submission or claim inquiry request with prior authorization. This is really helpful because it streamlines the whole process of getting approval from an insurance company before you can do a medical procedure. 

Overall, this new Healthcare API is going to make healthcare organizations’ lives a lot easier and help them provide even better care to their patients! 

Connect REST API 

As you know, the Health Cloud Connect REST API is a way to connect different apps and websites with Salesforce’s Health Cloud platform. And recently, some changes have been made to the request and response bodies for Health Cloud. 

Let’s start with the request bodies. These are the pieces of information that you send to Health Cloud when you’re trying to request something. For example, if you wanted to request a certain medication for a patient, you would send a request body with all the necessary information. 

The request bodies have some new properties, which are just additional pieces of information you can include. For example, for a care diagnosis, you can now specify if the health condition was present when the patient was admitted to the hospital and include an ID for the health condition record that’s associated with the patient. There are also some new properties for care requests, care request drugs, and care request items. These new properties include things like the unique identifier of the authorization request, the requested length of stay for a patient, and the reason for the authorization status of a requested drug. 

Now, the response bodies are the information that Health Cloud sends back to you when you make a request. For example, if you requested information about a patient’s medication, Health Cloud would send back a response body with all the necessary information. 

The response bodies have also been updated with some new properties. For example, the Care Authorization Request response body now includes a list of tracked communications for a care request. The Care Diagnosis response body has some new properties that are the same as the ones for the request body, like specifying if a health condition was present at the time of admission and including an ID for the associated health condition record.  

There are also new properties for Care Request, Care Request Drug, and Care Request Item response bodies, which include things like the unique identifier of the authorization request, the priority representing the urgency of the request, and the type of request. 

Overall, these changes to the Health Cloud Connect REST API just make it easier for different apps and websites to connect with Salesforce’s Health Cloud platform and share information. 

2- Enhanced Analytics Capabilities 

Now, there were some enhancements made to Health Cloud to improve the platform’s analytics capabilities such as intelligent document automation, unified health scoring enhancements, and new and changed objects in the platform. Let’s see how they can help you gain deeper insights into patient data and optimize care delivery. 

Intelligent Document Automation 

Salesforce made some changes in Health Cloud to help simplify the process of managing patient forms all in one place, allowing you to more easily access and analyze patient data. 

One of these changes is adding the ability to now upload picture identification documents as part of patient enrollment. So, now you can extract more accurate data with Intelligent Document Automation. This will help you reduce the risk of errors and ensure that patient data is accurate, which will help you make more informed decisions about patient care and improve patient safety. If you are in the Enterprise or Unlimited edition of Lightning Experience with Health Cloud enabled, you can take advantage of this feature. 

Another change made in Health Cloud is the new ability to upload and classify up to eight different types of documents in a single upload document workflow. This is great news because when patients come in for enrollment, they usually have a stack of completed paperwork and identification cards. With this feature, you can streamline the process of collecting and analyzing patient data, helping you save time and resources and allowing you to focus on providing high-quality care to patients. 

Overall, these changes will help you simplify the document management process and gain a more comprehensive view of patient data, and get patients the care and services they need faster. Plus, it’s all in one convenient place. 

Unified Health Scoring Enhancements 

Salesforce has just made it super easy for you to use Unified Health Scoring. You can get started with it faster than ever before by using the new Salesforce Customer Data Platform data kit for Unified Health Scoring. 

So, what exactly does this mean? Well, the data kit contains a bunch of carefully selected data streams for key Health Cloud objects (basically important stuff), their corresponding data model objects in the Customer Data Platform (CDP), and their mappings (which help them all work together seamlessly). And the best part? You can add all of these things to your org in one simple procedure! 

However, to take advantage of this awesome new feature, you’ll need the Lightning Experience in Enterprise, or Unlimited editions of Salesforce provisioned with the Health Cloud, Unified Health Scoring, and Salesforce Customer Data Platform licenses. 

With this new update, healthcare organizations can now use Unified Health Scoring to its fullest potential without worrying about the technical details. This means they can gain a better understanding of patient data and ultimately deliver better care. 

Health Cloud Has New and Updated Objects 

Now, for healthcare providers who use Enterprise, Performance, and Unlimited editions, Salesforce added some changes that enable them to access more data through new and changed Health Cloud objects.  

These new features provide better insight into patient data, which ultimately helps healthcare providers deliver better care. For instance, healthcare providers can now store additional information associated with TrackedCommunication records and use new fields to represent unique identifiers for authorization requests, health conditions, facilities, and healthcare providers.  

Additionally, they can create a hierarchical template for a care plan, store clinical data related the episodeOfCare FHIR resource, and indicate the state where the license of the care provider is registered. These changes provide a comprehensive overview of patient data, leading to more personalized and effective care. 

3- Improved Patient Engagement Tools 

These new enhancements are here to help you improve patient satisfaction, engagement, and outcomes. From integrated care management to crisis support center management, Health Cloud for life sciences has you covered with these patient engagement tools. 

Integrated Care Management 

This new feature is designed to help care managers create more comprehensive care plans and provide their patients with better care. Integrated Care Management gives you a care plan solution built directly on the Salesforce platform. The great thing is there’s no longer a dependency on the Health Cloud managed package. 

You can now create care plans using a guided OmniScript flow. Care managers can select a patient’s assessments and get problem, goal, and intervention recommendations based on the patient’s responses. They can also build a library of reusable definitions and care plan templates to reduce the number of records in Salesforce and maintain data consistency. Additionally, care managers can use assessments to gather health information from patients and get recommendations for problems, goals, and interventions based on their responses. 

With Integrated Care Management, you also get Action Plan Templates to define tasks that users can perform only after a dependent task is complete. This ensures your care teams don’t accidentally miss any assignments and reduces the likelihood of manually introduced errors. 

Want to know the best part? You can customize Integrated Care Management to meet your organization’s needs using OmniStudio. These updates will help improve patient satisfaction and engagement while creating more comprehensive care plans. 

Contact Center for Health Cloud 

The contact center had a lot of great updates in this Spring ‘23 release. The first update is the 360-degree member view in the new contact center, which allows agents to quickly address a member’s concerns securely. They can verify the caller’s identity, capture engagement details, view engagement events, and glance through the member’s health data all in one place. 

Another update is the ability to capture call details in real time, so agents can receive members’ calls and see their data in the Identity Verification flow. This helps them validate the caller’s identity and capture relevant engagement information promptly. Additionally, agents can monitor the progress of a member’s engagement, track contact center activities on the timeline, and view critical patient and member data in the contact center. 

And finally, Agents can also deploy quick actions from the Action Launcher component, like resetting passwords or adding medication. They can get alerts for changes in records, ensuring they never miss important member information, and view and create knowledge articles and FAQs in the Contact Center. 

Crisis Support Center Management 

The new Crisis Support Center Management app makes it easier for healthcare organizations to provide crisis support services to clients. With this new app, you can use the Open CTI Softphone to answer calls and record call participants, engagement topics, and call duration. 

Plus, the Timeline component lets you easily capture notes and view a client’s complete engagement history. You can also find and share provider contact information and Knowledge articles with clients via email. 

By using the simplified intake flow, you can quickly enter client details and track past client interactions on the enhanced timeline component. You can also capture relevant information using notes, find and share provider details with clients, and quickly deploy actions using the Action Launcher component. By creating and sharing Knowledge articles with clients, you can provide the necessary support they need during a crisis. 

Health Cloud for Life Sciences  

Health Cloud for Life Sciences is getting even better with new features to help you engage more meaningfully with your customers and patients.  

And who doesn’t love better engagement, right? Introducing the Events and Milestones lightning component! This new feature gives your users greater insight into their customers and patients’ important milestones and events, such as a person’s childbirth or a company’s acquisition. Plus, it’s super easy to use! Just place the component on an Account record page using the Lightning App Builder, and you’re good to go! 

All these updates are designed to make healthcare organizations more efficient and effective in engaging with their patients, leading to better outcomes and higher satisfaction. 

4- Security and Compliance Enhancements 

These new updates for Health Cloud are very important as they can help your organization better protect patients’ data and meet regulatory requirements. Let’s discuss them in depth. 

Advanced Therapy Management Enhancements 

The latest updates to Advance Therapy Management can help healthcare organizations better protect patient data. One of these coolest updates allows you to partially reschedule appointment slots. This means you no longer have to reschedule an entire series of appointments if one slot is unavailable. Instead, you can reschedule appointments for all work types except the first, and consecutive slots will be rescheduled accordingly. 

Another update is that you can now track enrollee count in advanced therapies in more detail, which can help with billing processes and purchasing additional licenses. And if you’re looking to configure field-level security settings, the guided setup now has a new section to help you out. 

Virtual Care 

Virtual care just got even better with its new updates. You can now connect with more people in a highly secure video-calling environment. Plus, you can configure multiple AWS region types to choose the location of your healthcare data and use robust moderation features to make sure only the right people get into your call. 

Additionally, you can now invite up to eight participants to a virtual call! Whether you’re coordinating patient care among providers or discussing care with a patient’s family members, Virtual Care makes it easy to connect with everyone you need to. 

But what’s even better is that it helps you meet data protection requirements by allowing you to select multiple regions to ensure your relevant security, data storage, and government requirements are met. And lastly, Salesforce has improved the moderation features for Virtual care. Moderators now have an interface with a list of participant information and can choose to allow or deny participants access to the call. 

Identify Verification Enhancements 

Salesforce now has more options for customer service reps and contact center agents to verify the identities of their customers! 

With the new Messaging Session functionality in Identity Verification, you can engage more effectively with customers who prefer messages as their mode of communication. Now, agents can easily verify customers’ identities with in-app messages or web chats. 

To use this feature, just make sure you’re using Lightning Experience in Enterprise and Unlimited editions where Health Cloud is enabled. Then, set up Omni-Channel for in-app and web messaging, assign the Messaging User permission set to users of in-app and web messaging, and create and customize the Messaging Session Lightning record page and add the identity verification flow to it. 

It’s important to note that you should only use messaging mediums that are HIPAA-compliant to protect your patients’ data.  

Now, with all of these updates, healthcare organizations can better protect patients’ data and meet regulatory requirements.  

In Short 

In short, Salesforce Spring ‘23 release came packed with new features and updates for Health Cloud that can help healthcare organizations to improve patient care, streamline operations and achieve better outcomes. From new Salesforce Healthcare APIs to intelligent document automation and identify verification enhancements, you now have the tools to help you deliver better patient experiences and optimize care delivery. 

And the best part? At Cloudsquare, we have the expertise to help you every step of the way. We are a Salesforce consulting partner with experience in implementing and customizing Salesforce Health Cloud to meet the unique needs of healthcare organizations. If you are ready to leverage the power of Health Cloud and transform your healthcare organization, get in touch with us, and we’ll work together to improve your operations. Trust us; your patients (and your business) will thank you! 

Let’s work together to transform your healthcare organization!