Enhancing Healthcare Operations and Patient Care with Salesforce Summer ’23 Release

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Get ready to level up your healthcare business with these game-changing updates from the Salesforce Summer ’23 Release that are set to revolutionize how you deliver care and streamline operations. 

If you’re running a home healthcare organization, juggling a million tasks, and trying to provide the best possible care to your patients, then the new Home Health feature in Health Cloud is about to make your life a whole lot easier. We’re also diving headfirst into Crisis Support Center Management and bringing you the ultimate solution for the bed search frenzy. We’ll talk about Utilization Management and the advancements in Advanced Therapy Management, and so much more. 

In this blog, we’ll deep-dive into each of these updates, exploring the benefits and sharing practical tips to help you make the most of the Salesforce Summer ’23 Release for Healthcare users. Trust me, you won’t want to miss a single detail. 

So, if you are ready to take your healthcare game to the next level, then let’s dive right in and uncover the magic of the Salesforce Summer ’23 Release to witness the future of healthcare technology! 

Streamlining Home Healthcare with the Home Health Feature 

With the incredible Home Health feature in Health Cloud, you’ll have the power to optimize your organization’s operations and provide personalized care that aligns perfectly with your patients’ preferences.  

One of the key benefits of this feature is the ability to collect and store patient preferences for services and care resources to create tailored care plans that perfectly suit each individual. Whether it’s the type of care service they prefer or the specific care resource they trust, you can now capture and utilize this valuable information to enhance patient satisfaction and deliver an exceptional level of care. 

Additionally, efficient scheduling is a breeze with the Home Health feature. You can easily schedule start-of-care visits and recurring visits, taking into account the availability of your patients. No more back-and-forth phone calls or complicated spreadsheets. It’s all about streamlining the process and ensuring that your patients receive care when it suits them best. 

Assigning care resources based on patient preferences is another game-changer. With Home Health, you can match the right care resource with each visit, ensuring a seamless and comfortable experience for your patients.  

And guess what? Home Health is not just about features; it’s also about flexibility. Thanks to its integration with Salesforce Field Service, you can leverage enhanced scheduling and optimization features, as well as the Field Service mobile app. It’s like having your care resources equipped with a powerful toolkit right at their fingertips, allowing them to track schedules, perform visits, view clinical data, and even record and update patient preferences, all from the field. 

Crisis Support Center Management: Optimizing Bed Search 

Now we’ll dive into a game-changing feature that will make a huge difference, especially during crises. We are talking about the Bed Search component and how it can revolutionize patient admissions and transfers across healthcare facilities. 

As you know, during emergencies, it’s crucial to manage patient flow effectively and ensure that everyone gets the care they need. That’s where the Bed Search component comes in! With this nifty tool, healthcare users like you can search for available beds across different facilities with ease.  

Furthermore, you have the power to search for beds based on various criteria. Whether you’re looking for a specific facility, a particular provider, a specialty, a specific bed type, or even certain services, the Bed Search component has got you covered. 

But it doesn’t stop there! Once you’ve found the ideal beds, you can select up to 50 records from the search results and generate a handy PDF report that you can easily share. Imagine the time and effort saved, allowing you to focus on what truly matters – providing exceptional care to those in need. 

The significance of this feature during crises cannot be overstated. It’s all about improving patient flow and resource allocation, ensuring that every patient gets the right care at the right time. By efficiently managing bed availability and occupancy, healthcare users like you become superheroes, ensuring that the entire system runs smoothly and patients receive the care they deserve. 

Utilization Management: Simplifying Authorization Requests 

Here’s another exciting enhancement that will make a real difference in streamlining authorization requests and improving collaboration between payers, providers, and Electronic Health Record (EHR) systems.  

You can use Utilization Management to make the authorization request process a breeze and important information to flow seamlessly between all parties involved. This connected platform creates a smooth pathway for payers and providers to collaborate effectively, ensuring the timely delivery of optimal medical care to patients. 

So, what does this mean for healthcare users like you? It means you can now expedite the authorization request process with ease. Providers can gather essential clinical information from the EHR system, seamlessly submit authorization requests to the payer system, and deliver timely and optimal care to their patients.  

Now, let’s describe some of the exciting features within Utilization Management. First up, we have a predefined suite of OmniStudio components that empower your authorization coordinators to handle the request process effortlessly. These components provide guided user interaction, allowing your team to search for patients, select service requests, upload documents, and submit requests to payers, all in one centralized workflow.  

Moreover, Utilization Management also enables your authorization coordinators to receive timely status updates from the payer on previously submitted authorization requests. This helps reduce administrative delays and increases data accuracy, allowing your team to make quick, informed decisions about a patient’s treatment.  

And here’s where it gets really exciting – artificial intelligence enters the picture! Utilization Management leverages AI to provide recommendations for the services pathway and the services to bundle based on a patient’s primary diagnosis and previously submitted authorization requests. As a payer, you’ll receive a list of recommended services from providers, allowing you to streamline the authorization process and save valuable time. As a provider, you’ll get a list of recommended services that you can include in your authorization requests, reducing your effort and ensuring accurate and efficient care. 

With these enhancements, Utilization Management becomes a true game-changer in healthcare. It strengthens collaboration between payers, providers, and EHR systems, ensuring that information flows seamlessly and everyone can work together harmoniously. The result? Faster authorization requests, improved patient care, and more time for what you do best – saving lives! 

Advanced Therapy Management: Orchestrating Patient Therapy 

With the new Therapy Orchestration feature in Advanced Therapy Management, you can now effortlessly coordinate a patient’s therapy journey using customizable flows that handle all the stages, substages, and tasks of an advanced therapy at once.  

But why is this important for healthcare users? Well, imagine having a complex therapy treatment plan that requires multiple steps and tasks to be completed in a specific order. With Therapy Orchestration, admins can easily create flows tailored to their specific requirements. These flows automate the therapy process, assigning tasks to the right people and ensuring smooth collaboration between everyone involved.

Here are some cool features that come with Therapy Orchestration: 

  1. Customizable Flows: With just a few clicks, you can execute complex therapies using the Process Advanced Therapy Work Orders flow. This flow automates therapy stages, steps, and tasks and even transitions to the next step in the framework.  
  1. Efficient Collaboration: Thanks to participant roles, you can easily allocate therapy tasks to team members. Assign a task flow or component task to a role, and then assign that role to team members. This ensures smoother collaboration between all stakeholders involved in the therapy.  
  1. Custom Tasks and Templates: Create customized therapy tasks with action plan templates. These templates generate assessment task records for each substage of the therapy and assign them to the appropriate stakeholders.  
  1. Lightning Aura Components: Complete therapy tasks faster by using Lightning Aura Components. These components allow you to navigate through different screens and update task statuses with ease.  
  1. Progress Monitoring: Keep track of therapy progress using the Work Procedure Step Progression and Work Order Step Progression components. These visualizations provide a clear overview of the therapy’s stages, steps, and assigned tasks.  

And that’s not all! The new Advanced Therapy Management lightning app lets you view therapy information, track assigned tasks, and manage appointments all in one place.  

So, whether you’re a healthcare provider or a patient, Therapy Orchestration in Advanced Therapy Management makes the complex process of advanced therapies much simpler and more efficient. It ensures that all the necessary steps and tasks are completed in the right order, with the right people involved.  

Remember, this feature is available for users with the Health Cloud Advanced Therapy Orchestration permission set and license. 

Integrated Care Management: Addressing Social Determinants of Health 

Now, we’ll share some exciting updates about Integrated Care Management that will make your life even easier.  

First of all, Salesforce has added support for recording social determinants of health in care plans. Now, when you create care plans using Integrated Care Management, you can include important information about your patients’ social factors that impact their health. 

Why is this important? Well, understanding social determinants of health helps care coordinators get a more comprehensive view of their patient’s needs. By considering factors like housing, education, and access to resources, you can tailor care plans that address the underlying causes of health issues.  

The updated user interface also brings a lot of goodness. Now, you can easily visualize the full hierarchical structure of a care plan and navigate to any record with just one click. No more clicking around multiple pages to find what you need! Plus, you can create and edit conditions, social determinants, goals, and interventions right from this interface.  

Additionally, the guided OmniScript flow, which helps you create care plans, has some awesome enhancements, too. It is more intuitive and streamlined for your convenience. The screens have been renamed, the data entry simplified, new sections for social determinants were added, and the whole process was made smoother.  

But here’s the best part: no additional configuration is needed. These changes are automatically available when you upgrade to the Summer ’23 release. So, you can start using the new features right away and unleash your care management superpowers! 

These updates apply to Lightning Experience in Enterprise and Unlimited editions of Salesforce with Health Cloud. So, if you’re a healthcare user looking to level up your care planning game, get ready to embrace the power of Integrated Care Management. It’s time to create care plans that truly address your patients’ needs and positively impact their lives! 

Provider Network Management: Simplifying Provider Enrollment 

First, let’s talk about OmniStudio-based workflows that will make managing provider enrollment a breeze. Say goodbye to lengthy onboarding processes and hello to increased engagement, satisfaction, and operational efficiency! With the guided workflows for Provider Network Management, you can easily register, nominate, recruit, credential, and verify providers—all in one place.  

Why is this important? By simplifying and automating provider management, you can promptly connect your members with the care they need. Imagine being able to enroll providers into your network faster, ensuring that your members have access to a wide range of healthcare options.  

But that’s not all—managing provider contracts is now easier with Salesforce Contracts. You no longer need a separate license to handle provider contracts. The comprehensive contract lifecycle management solution is now available with the Health Cloud Provider Network Management Add-on license.  

Why is this a big deal? Salesforce Contracts allows you to manage contracts from start to finish, ensuring the right payment terms are in place and holding providers accountable for delivering quality care.  

These changes apply to Lightning Experience in Enterprise and Unlimited editions of Health Cloud provisioned with the Health Cloud Provider Network Management Add-On license. So, if you’re a healthcare user looking to simplify provider management and improve the quality of care for your members, these updates are your secret weapon! 

To access these features, make sure you have the right permission sets: Health Cloud Provider Network Management, OmniStudio Admin, and OmniStudio User for the provider workflows, and Health Cloud Provider Network Management, CLM Admin User, and CLM Runtime User for managing contracts. 

Now, you can manage providers like a pro, build effective networks, and ensure your members receive the best care possible. It’s time to unleash your provider management superpowers and make a real difference in the world of healthcare! 

CRM Analytics: Streamlining Prior Authorization Review 

Now, get ready to streamline your processes and gain valuable insights with the Enhanced Analytics for Healthcare app! 

With the new app, you can say goodbye to guesswork and hello to efficiency. You’ll have personalized dashboards at your fingertips, giving you quick insights into open tasks, prioritizing authorization review requests, and identifying which ones need immediate attention to avoid SLA breaches. 

So, why is this important? Well, by streamlining the prior authorization review workflow, you can expedite patient care and support. You’ll have a comprehensive overview of outstanding care requests and reviews, allowing you to make informed decisions and ensure timely patient care.  

And guess what? Setting up the new Enhanced Analytics for Healthcare app is a piece of cake! You can easily configure Health Cloud CRM Analytics with simple, clear steps, all conveniently located in one place. The Health Cloud CRM Analytics Settings page provides a guided setup experience, complete with links to related setup pages.  

These changes apply to Lightning Experience and all versions of the Salesforce app in Enterprise and Unlimited editions where Health Cloud is enabled. So, if you’re a healthcare user looking to expedite authorization reviews, gain valuable insights, and ensure efficient care management, these updates are just what the doctor ordered! 

To access the app, ensure you have the Healthcare Intelligence or CRM Analytics for Health Cloud add-on license. Users with Healthcare Analytics Admin or Health Intelligence Admin permission sets can create, edit, and delete the app, while users with Healthcare Analytics User or Health Intelligence User permission sets can view the app dashboards. 

Installing the app is a breeze! Simply go to Setup, enter “Enhanced Analytics for Healthcare” in the Quick Find box, and select the app. Follow the instructions on the page, and voila! You’ll be on your way to prioritizing payer authorization reviews or provider care requests efficiently. 

Remember, the app is available to users with the Healthcare Intelligence or CRM Analytics for Health Cloud add-on license, and the setup instructions can be found in the Setup menu.  


In conclusion, the Salesforce Summer ’23 Release brings a wave of exciting updates for healthcare users, empowering them to streamline operations, enhance patient care, and drive positive change in the industry. By leveraging the latest features in Salesforce Health Cloud, healthcare organizations can unlock a world of possibilities and take their healthcare heroics to the next level. 

From Integrated Care Management, which allows care coordinators to record social determinants of health in care plans, to Provider Network Management, which simplifies and automates the management of providers into payer networks, and Enhanced Analytics for Healthcare that provides personalized dashboards for insights and efficient prior authorization review workflows, these updates have the potential to revolutionize healthcare operations. 

By implementing these enhancements, healthcare users can expedite patient care, ensure timely authorization reviews, and gain valuable insights into their operations. The improved user interfaces, streamlined workflows, and comprehensive analytics empower healthcare professionals to make informed decisions, prioritize tasks, and deliver the best possible care to patients. 

It’s essential for healthcare organizations to embrace technology and stay at the forefront of innovation. The Salesforce Summer ’23 Release offers a golden opportunity to do just that. We encourage healthcare organizations to explore the latest features in Salesforce Health Cloud and consider implementing them in their operations. 

To make the most of these updates, it’s highly recommended to partner with a Salesforce consulting expert. They can provide guidance, support, and customized solutions to help healthcare organizations maximize the benefits of these enhancements. A trusted consulting partner will ensure a smooth implementation process and enable healthcare organizations to unlock the full potential of Salesforce Health Cloud. 

So, it’s time to harness the power of technology, drive positive change in healthcare, and empower your teams to deliver better patient outcomes, improve operational efficiency, and transform how we care for our communities! 

Partner with us to unlock the full potential of Salesforce health Cloud!