Salesforce Health-Cloud-Accredited-Professional - Salesforce Health Cloud Accredited Professional AP-211 Exam

To access a patient’s insurance coverage, co-pay, and deductible information in the Benefit Verification component of Health Cloud, you need to integrate with external systems (e.g., payers or clearinghouses). Health Cloud provides the Benefit Verification component, which relies on secure API integrations for real-time eligibility and benefits checks.

Step-by-Step Reference:

Configure the Connection Label with the source system's API details:

Extract:

“In Benefit Verification setup, specify the Connection Label and configure the external endpoint and API details to connect to the benefit verification source system.”

(Source: Administer Health Cloud – Benefit Verification Setup)

Create a named credential to support authenticated callouts:

Extract:

“Use Named Credentials to securely store authentication settings and endpoint information for callouts to external services (such as clearinghouses or payers) required for benefit verification.”

(Source: Salesforce Security Guide and Administer Health Cloud – Benefit Verification)

Why not A or B?

The HCBenVerConnect custom setting is not part of the standard configuration for the out-of-the-box Benefit Verification component.

Configuring a URI path alone (without API details and credentials) does not enable secure, authenticated communication.

Step-by-Step Explanation:

Requirement Analysis:

The client wants to send patients a personalized summary document after their visit, including their care plan.

The process involves selecting from templates and generating patient-specific content.

Tool Comparison:

Health Cloud Email Manager:

Used for composing and sending emails, not for generating documents from templates.

Salesforce PDF Generator:

While Salesforce can generate PDFs from reports, it does not offer flexible, template-based document generation suited for post-visit summaries or complex care plans, especially with dynamic fields.

OmniStudio Document Generation:

Specifically designed to enable dynamic, template-based document creation in Health Cloud and other Salesforce verticals.

Allows users to select templates, merge patient/case data, and generate PDFs or DOCX that can be sent to patients or caregivers.

Supports integration within Health Cloud flows, empowering users (like a patient advocate) to initiate document generation with a few clicks.

Contract Lifecycle Management:

Focused on legal contracts and workflows, not patient summaries or care plans.

Exact Extracts and References from Salesforce Docs:

Extract from OmniStudio Standard Guide:

“OmniStudio Document Generation lets you generate dynamic documents from templates, such as care plans, patient summaries, or correspondence. Templates can be pre-built and allow for the insertion of Health Cloud data fields, enabling the creation of personalized documents for patients or members.”

— OmniStudio Document Generation Overview

From Health Cloud Admin Guide, under Patient Correspondence:

“Patient advocates can use OmniStudio Document Generation to select templates and create personalized care documents for patients based on their Health Cloud data.”

— Reference: Administer Health Cloud - Document Generation

Best Practice from Salesforce:

Salesforce recommends OmniStudio Document Generation for any scenario requiring dynamic, patient-specific document creation and distribution.

The use case describes:

A UI component to display customer data → FlexCards

A link to start a process (build a new order) → OmniScript

Retrieving and displaying available products → DataRaptors (and often Integration Procedures if orchestration is needed).

Let’s map it step by step:

D. FlexCards → Used to display contextual customer data on the UI and provide clickable actions (like "Create New Order").

E. OmniScript → Guides the user through the order creation process, step by step (product selection, details, confirmation).

A. DataRaptors → Extract and load Salesforce data (e.g., retrieving available products, saving the order).

👉 These three are the core capabilities needed.

Why not the others?

B. Integration Procedures – Helpful if the solution requires multiple data sources or orchestration, but the question doesn’t explicitly state external integration or complex orchestration. If data is all within Salesforce, DataRaptors are enough.

C. Document Generation – Used to create documents (PDFs, Word, etc.), which isn’t part of this order creation flow.

Salesforce Health Cloud / OmniStudio Reference:

🔍 Salesforce OmniStudio Developer Guide

“FlexCards present contextual information and actions in a UI component.”

“Use OmniScripts to guide users through business processes such as creating orders.”

“DataRaptors retrieve, transform, and save Salesforce data for use in OmniScripts and FlexCards.”

Comprehensive Detailed Step by Step Explanation with exact Extracts from Salesforce Health Cloud documents that you have with References

Healthcare Practitioner and Healthcare Provider Objects:

Salesforce recommends using the Healthcare Practitioner object for modeling individual doctors and the Healthcare Provider object for organizations/facilities.

Extract:

“Model physicians using the Healthcare Practitioner object and relate them to organizations or facilities using the Healthcare Provider object.”

— Provider Network Management Data Model

Other Options:

A. Contact and B. Person Account are not the recommended approach for modeling licensed clinical professionals in the Health Cloud provider data model.

ï‚· Tracking Socioeconomic & Cultural Barriers:

Exact Extract:

“The Social Determinants of Health data model in Health Cloud enables organizations to document and track social, cultural, and economic barriers affecting patients.”