Salesforce Health-Cloud-Accredited-Professional - Salesforce Health Cloud Accredited Professional Exam (SP25)

Step 1: Requirement

Define workflow for call center users focused on prior authorization status checks.

Step 2: Best Practice for Workflow Discovery

Discovery should be user-centered, involving direct engagement with actual users (personas).

Observing and documenting their daily processes identifies real pain points and optimization opportunities.

Extract:

“Best practice for workflow discovery is to interview and observe key personas, document their processes, and map opportunities for automation and optimization.”

Salesforce Architect – Business Process Discovery

Other options (industry research, previous projects, or proof of concept) do not provide the necessary user insight for workflow design.

Step 1: Requirement Analysis

After deploying a care plan template (including problems, goals, and tasks) via Data Loader to the final environment, users must be able to use the new template for creating care plans in production.

Step 2: Salesforce Health Cloud Documentation Guidance

According to the official Health Cloud administration guide, two key post-deployment steps are required:

1. Confirm User Access to Care Plan Objects

Users must have the correct permissions to view, create, and use care plan templates and related records. This involves assigning the appropriate permission sets or profiles to allow access to theCare Plan,Care Plan Template, and related objects.

Extract:

“Ensure users have the necessary permissions to access care plan templates and related objects so they can view and apply templates to patients’ care plans.”

Administer Health Cloud – Care Plans and Permissions

2. Activate the New Care Plan Template

Templates (and their related records) must be activated after being deployed to make them available for use by end users. Care plan templates in Salesforce Health Cloud have an “Active” status that must be set to “True” or “Activated” before users can select them when creating new care plans.

Extract:

“After importing care plan templates and related data, administrators must activate the template to make it available to care coordinators and clinicians.”

Administer Health Cloud – Deploying and Activating Care Plan Templates

Other Options:

B. Activate the problems, goals, and tasks associated with the template:Not required as a separate step. When you activate the care plan template, its associated problems, goals, and tasks become available.

D. Conduct end-user training:While important, it is not a required technical step for enabling the template after deployment.

Verified Answers:

A. Confirm User access to Care Plan objects.

C. Activate the new care plan template.

Step 1: Requirement Analysis

Birth Dateshould be a result field and an optional verifier (not required).

Bloomington ID(a custom field) should appear in search results and be a required verifier.

Step 2: Salesforce Health Cloud Identity Verification Process Configuration

TheIdentity Verification Process Fieldobject in Health Cloud determines which fields are used for search results, required verification, or optional verification during the identity verification process.

You can add multiple records for a field with different purposes (e.g., one as Result Field and another as Required/Optional Verifier).

Extract:

“You can add or modify Identity Verification Process Field records to control which fields are shown as search results, required verifiers, or optional verifiers. For example, to make a field a required verifier, set Field Type to ‘Required Verifier’. To make a field show in results, set Field Type to ‘Result Field’. You can have more than one record for the same field with different Field Types.”

Administer Health Cloud – Identity Verification Process

Step 3: Actions Needed

For Bloomington ID:

Add a record with Field Type = Result Field (to display in search results)

Add another record with Field Type = Required Verifier (to make it a required field for verification)

For Birth Date:

Update the current record so that Field Type is changed from Required Verifier to Optional Verifier (to make it not required but still usable as a verifier)

Ensure there is a record with Field Type = Result Field if Birth Date should show in the results

Step 4: Review of Options

A:Incorrect; it says to delete the Birth Date Required Verifier instead of changing it to optional.

B:Not the right object/method; doesn’t mention the correct object (Identity Verification Process Field).

C:Correct; matches the best practices and object structure in Health Cloud.

D:Incomplete; does not cover all configuration requirements.

Verified Answer:

C. Add two new Identity Verification Process Field records for ‘Bloomington one with Field Type set to Result Field and one with Field Type set to Required Verifier. Change the Birth Date record with Field Type value Required Verifier to Optional Verifier.

ï‚· Preconfigured Prior Authorization Objects:

Exact Extract:

“The Health Cloud Care Request Extensions package provides out-of-the-box record types, page layouts, and flows for prior authorizations and other payer workflows.”