The Salesforce Summer ‘22 release is here! (Cue collective applause.) With a rollout date of June 12, 2022, a huge range of new features and enhancements is just waiting to be discovered. But, these updates cover all industries, not just Healthcare and Life Sciences (HLS). So, what exactly do HLS organizations have waiting for them in the most recent release?
As your trusted Salesforce partner, we’re here to help you sift through all the release details and find the updates that matter most to you. That’s right, we reviewed the full Salesforce Summer ‘22 release notes—a staggering 500+ pages of information—and pulled out exactly what HLS businesses need to know.
The Top 3 HLS Highlights
While it would be impossible to cover all the exciting new features from the Summer ‘22 release in a single post, we’ve rounded up the top three new features in the recent Salesforce release for HLS organizations.
Now available for all users, read on to learn how Unified Health Scoring, Patient Timeline Enhancements, and Intelligent Sales-MedTech Enhancements will make a difference to you and your team.
Highlight #1: Unified Health Scoring
Unified Health Scoring helps users understand all the factors affecting their patient’s health—from medical and behavioral data to demographic and social characteristics. This multidimensional view can help inform individualized care solutions with scalable action steps. These insights can lead to improved health outcomes, greater patient engagement, and reduced healthcare costs.
From defining unified health profiles for patients to understanding health outcome trends by analyzing action logs, here are six ways you can leverage this new HLS feature:
1. Define a Unified Health Profile for Your Organization’s Patients
When it comes to viewing patients, each organization has its preferences. Users generally want to look at patients from different perspectives to achieve better health outcomes, improve patient engagement, and create effective health plans. And with the Unified Health Scoring data model, HLS organizations can now establish health profiles that meet their unique requirements.
Providers can improve healthcare interventions and outcomes with a comprehensive view of all the factors that contribute to a patient’s health. To define a unified health profile for your organization, use the Score Category object to identify each category and the associated subcategories within a health profile. The Score Range Classification can then be used to clarify how scores are interpreted for each category and subcategory.
2. Calculate Scores for Patients Using the Salesforce Customer Data Platform
Scoring each patient’s profile helps users better understand patients’ health. Care can be better planned, improving patient outcomes and reducing healthcare costs.
To start calculating scores, connect the Salesforce Customer Data Platform with your organization’s Health Cloud, then install the Unified Health Scoring data kit managed package. Calculated Insights can then be configured to derive scores for specific categories and subcategories. These can be mapped using the Score Category Calculated Insight object. Finally, use the sync API and Apex Scheduler to import scores at scheduled intervals.
3. Identify Patients that Need Immediate Care using the Score List for Unified Health Scoring Lightning Component
The Score List displays patient lists with current scores, previous scores, and the degree of change between the two. This helps prioritize patient care by quickly identifying which patients need treatment first.
To gain a comprehensive overview of all patients and their unified health scores:
- Create a user homepage with the Lightning App Builder.
- Add the Score List for the Unified Health Scoring component.
- Configure this component to select the score category representing your unified health profile.
4. Understand Patients Better with the Score Details For Unified Health Scoring Lightning Component
A more detailed view of how each patient’s health score changes over time can help your users plan more effective care, leading to improved outcomes and engagement. A graphical representation of the last 12 scores now makes it even easier to visualize changes over time.
To plan more effective care strategies with the help of this score overview and breakdown, you’ll need to add the Dynamic Actions for Unified Health Scoring component to Account, Contact, or Lead record pages within the Lightning App Builder. Once that’s done, configure the component to select the score category representing your unified health profile.
5. Suggest Score-Based Contextual Actions with the Dynamic Actions For Unified Health Scoring Lightning Component
By configuring actions based on a patient’s scores, users can offer more targeted care to their patients. This can also make patient management easier because dynamic actions prompt users to make an intervention when standard criteria are met.
To enable score-based contextual actions within the Lightning App Builder, use the Dynamic Actions for Unified Health Scoring component to Account, Contact, or Lead record pages. Users can then add specific actions to the component and configure their visibility rules.
6. Analyze Action Logs to Understand Health Outcome Trends
Users can see how a patient’s health score responds to various interventions by analyzing the actions with the Health Score Action Log object. This data helps inform corrective measures that can improve engagement levels and overall health outcomes.
If your HLS organization wants to record specific information within action logs, the Apex Interface can be used to customize which information is logged.
Highlight #2: Patient Timeline Enhancements
The Patient Timeline is an interactive feature showing key events from medical and developmental histories in chronological order. This feature saves patients from having to carry paper records—and it also means practitioners no longer need to trawl through multiple medical files to assess a patient’s care or give a diagnosis.
To enable this feature, search for Timeline within the Setup menu, then select. To create a new timeline configuration, click New Timeline. Configure the fields, save, then embed the Timeline component into the record page within Lightning. Once that is done, you can provide Salesforce and Experience Cloud users access.
Highlight #3: Intelligent Sales-MedTech Enhancements
The Intelligent Sales mobile app allows your sales reps to access all the vital information they need—on the go. From sales visits to cycle counts and expiring products, everything is available in one place.
The Summer ‘22 update has enhanced Intelligent Sales with several MedTech additions—plus a brand new home page—designed to provide additional features that lead to an improved user experience.
Here are three ways to leverage these new enhancements:
1. Keep Track of Expiring Products
Product expiration is one of the main reasons for inventory write-offs. By knowing when products are about to expire, reps can intelligently plan their visits to make the most of their current inventory and reduce write-off costs.
The Intelligent Sales mobile app now includes an Expiring Products page, listing the products due to expire in the next three months, alongside their quantities and serial numbers. Ensure that product expiration dates are noted in serialized product records to make the most of this feature.
2. See Upcoming Action Items on the New Mobile App Home Page
The new home page of the Intelligent Sales mobile app now lists all the important information your sales reps need. Harness the power of the desktop app from anywhere. View scheduled visits, upcoming cycle counts, and expiring products—all in one place.
3. Use External Data Sources for Expected Quantities in Cycle Counts
The expected quantity for individual product items is usually automatically calculated from records in Intelligent Sales. The IFetchInventoryCount Apex interface now allows you to use external data sources for these numbers. You can also set your own custom Apex classes and methods.
To make the most of this feature, use the Developer Console to insert the IFetchInventoryCount Apex interface within Salesforce, along with your custom Apex class and method.
Taking Your HLS Processes to the Next Level
The latest Salesforce Summer ‘22 updates make it even easier for HLS organizations to deliver outstanding patient care. From planning more effective interventions using United Health Scoring to helping sales reps plan their visits more effectively, Health Cloud just got a whole lot better.
Are you ready to discover how the Salesforce Summer ‘22 release can help improve your existing HLS processes? We can help. Contact us now to learn more.