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Salesforce Health Cloud Data Model

8 min read
Alice
Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Jan 13th, 2025

Salesforce Health Clouds is designed to put patients first and ease the administrative burden on healthcare institutions by providing personalized care. One of Salesforce’s Industry Clouds, Health Cloud is specifically designed to cater to the unique needs of the Healthcare sector. This feature-rich product, released in 2016, extends Service Cloud into the realm of Healthcare to handle PHI (Personal Health Information) securely and safely while ensuring patients receive efficient and quality care.

Tailored specifically to provide end-to-end Healthcare solutions, Salesforce Health Cloud features include access to Patient 360, for holistic insight into each and every patient. In this article, we take a deep dive into the Salesforce Health Cloud Data Model. Salesforce Data Models provide structure and store your Salesforce data such as Objects, Fields, and Records in a way that is intuitive for user experience and makes it easy to accurately report on that data.

The Health Cloud Data Model is comprised of Salesforce standard objects and a variety of custom objects that cater to the field of healthcare such as EHR (Electronic Health Record) objects and Care Plan objects. Keep reading to find out more.

Ease Administrative Burdens in Healthcare
Ease Administrative Burdens in Healthcare

What is Salesforce Health Cloud

Salesforce Health Cloud is a robust solution specifically created to enhance patient experience. This product empowers providers, pharmaceutical companies, clinical research organizations, device manufacturers, government agencies, and other healthcare institutions with all the tools they need to manage the healthcare experience effectively and efficiently. For a full rundown on this product, check out our Ultimate Guide to Salesforce Health Cloud.

Salesforce Health Cloud Pricing

There are several editions of Salesforce Health Cloud including Enterprise, Unlimited, and Einstein for Service. Each edition comes with its own features, data models, and services. For example, the Unlimited version gives you free access to 24/7 support with your Health Cloud. Aside from Health Cloud products, you can also choose to take Salesforce’s Health Cloud Certification. While trailhead modules and study aids are free, it will cost you $150 to register for this certification and $75 per retake. For a complete breakdown of Health Cloud editions and cost, check out our article on Salesforce Health Cloud Pricing.

Salesforce Health Cloud Data Model Examples

Your ideal Salesforce Health Cloud provider data model revolves around the patient and makes it easier for healthcare organizations to get a complete view of patient needs, treatments, and progress. The data model for Health Cloud is relatively flexible and caters to a number of entities in the Healthcare sector. You can work with standard objects such as Accounts (used to store patient account information) and relate them to several EHR and Care Plan objects for a 360-degree view of a patient’s treatment plan and medical records. Below we walk through some of the most prominent data models available under the Health Cloud Data Model umbrella.

Advanced Therapy Management

The Advanced Therapy Management Data Model is powered by Salesforce Scheduler and helps to simplify the process of managing multiple different appointments across a variety of locations. It comes with a Multi-Step Scheduling ability that enables users to search for relevant available appointment times. This Data Model is especially useful in coordinating specialized therapy procedure steps that take place across multiple sites (gene therapy is one example). To make use of this Data Model you need to have access to the Multi-Step Scheduling permission set as well as the permission set license. If you are an Admin you will need an Asset Scheduler (Add-On) license per asset belonging to a specific territory.

Assessment Generation

This Data Model harnesses Einstein AI to develop effective and personalized healthcare questionnaires that meet the needs of your organization. These assessments are generated based on source documents and you need to have a license for Generative AI Assessment Questions to leverage this Data Model.

Benefits Verification

This Data Model assists Healthcare providers, insurance organizations, and other relevant bodies in verifying a patient’s benefits for particular treatment and care. In order to work with this Data Model, you need to have Health Cloud, Health Cloud Platform, and Health Foundation permission sets as well as have the Health Cloud managed package installed in your Salesforce.

Verify Patient Benefits
Verify Patient Benefits

Care Program Management

The Care Program Management data model enables organizations to better manage patient care and increase adherence to relevant care programs. It includes managing eligibility, enrollment, patient goals, connected devices, and their relationship to relevant campaigns. In addition, this Data Model gives Healthcare institutions the ability to link providers, products, and team members responsible for managing a care program. In order to leverage this Data Model, you need API version 46.0 and above.

Claims

The Claims Data Model allows an organization to effectively manage the medical claims process. This includes an organization submitting relevant claim information to an insurance company that will cover medical costs and treatment. This Data Model seamlessly relates healthcare providers, Patients (Members), and insurance companies to one another.

Clinical Data Model

The Clinical Data Model is one of the most vital in ensuring that patients receive personalized and effective care. This model aligns with FHIR 4.0 (Fast Health Interoperability Resources) and HL7 (Health Level 7) to ensure that patient data can be seamlessly and securely exchanged between different applications and systems. With the Clinical Data Model, Healthcare organizations can gain a complete view of a patient’s clinical history without compromising the security of PHI (Personal Health Information). This Data Model is available in the Enterprise and Unlimited Editions of Salesforce Health Cloud.

Code Sets for Diagnosis and Procedure

The Code Sets Data Model for Diagnosis and Procedure enables you to leverage Data Loader to import industry-recognized procedure and diagnosis codes. This streamlines authorizations and approval processes in Health Cloud. You will need to have the Health Cloud managed package installed in your Salesforce Health Cloud to make use of this Data Model.

Crisis Support Center Management

The Crisis Support Center Management Object enables users to manage health crises via a single application. This includes finding beds in facilities, streamlining patient intake, and making sure that patients have access to life-saving services when they need them most. This Data Model is available to users with Health Cloud Crisis Support Center Management App, Health Cloud Crisis Support Center Management, Health Cloud Foundation, and Health Cloud Platform permission sets and associated licenses.

Electronic Signatures

Leveraging the Electronic Signature Data Model enables you to digitally verify signatures and track roles and steps in the signing of crucial Healthcare documents. This Data Model and its Digital Verification Standard Objects require Health Cloud Advanced Therapy Orchestration and Health Cloud Advanced Therapy Orchestration permission sets.

Engagement Interaction

This Data Model is primarily used to organize data related to interactions with a customer service representative or contact center agent. This data assists representatives and agents in resolving Healthcare cases and queries speedily and accurately. This Data Model is included in Health Cloud Enterprise and Unlimited Editions.

Health Assessments

This Data Model is used to build more sophisticated and complex health questionnaires and surveys. It leverages the technology of Einstein Discovery and Salesforce OmniStudio to achieve this. The Health Cloud, Health Cloud Platform, and the Health Cloud Permission Sets are required to make use of this Data Model.

Complex Health Questionnaires
Complex Health Questionnaires

Health Insurance

This Data Model stores all information related to health insurance including coverage details and information on specific members and providers. To use this Data Model, you will need to have the Health Cloud managed package installed in your org and access to the Health Cloud Platform permission set license.

Home Health

This Data Model manages and stores all information related to treatments and therapies provided within the comfort of a patient’s home. Details of home visits and patient progress are logged and tracked via the Home Health Data Model. This Model is available with Enterprise and Unlimited Editions of Health Cloud.

Integrated Care Management

This is an advanced Data Model for handling the clinical data of patients. It is aligned with both FHIR R-4 and USCDI (United States Core Data for Interoperability) which specify how and what kind of patient information can be exchanged to create an integrated view of every patient. This Data Model enables Healthcare institutions to set up Care Plan templates, store personalized Care Plans, and organize any relevant data that will assist in providing patients with optimum care.

Intelligent Appointment Management

This Data Model intelligently connects Health Cloud to the appointment management app of a patient’s choice. Patients can work seamlessly across different EHR platforms to suit their particular needs.

Intelligent Document Automation

In order to use the Intelligent Document Automation feature, you will need to have the Health Cloud managed package installed and have access to Health Cloud and Health Cloud Platform permission sets. This Data Model is designed to help ease administrative burdens on Healthcare organization via automating documents such as patient intake forms.

Intelligent Sales

The Intelligent Sales Data Model empowers salespeople in the Healthcare sector to manage client and patient interactions including all information pertaining to in-person visits. This Model is available with Enterprise and Unlimited Editions of Salesforce Health Cloud.

Medication Management

This Data Model enables insightful management and oversight of a patient’s medication. This encompasses the type of medication provided, its efficacy, recommendations for new medications, and much more.

Patient Program Outcome Management (Pilot)

This Data Model is available in the Enterprise and Unlimited Editions of Health Cloud. It links patient progress to the success of particular programs in order to enhance health outcomes for patients.

Patient Segmentation

This Data Model enables insight into customers based on relevant segmentation information such as demographic details and Personal Health Information (PHI). For example, some patient segments might be more at risk of certain illnesses than others.

Customer Insights
Customer Insights

Pharmacy Benefits Verification

Available in Enterprise and Unlimited Editions of Salesforce Health Cloud, and with Health Cloud Foundation and Manage Pharmacy Benefits Verification permission sets. The Pharmacy Benefits Verification Model is aligned with relevant healthcare regulations to help pharmaceutical companies, manufacturers, and providers determine the coverage that patients in care programs have to specific medication.

Provider Network Management

This Data Model connects patients and medical insurers with relevant medical providers. It is available with Enterprise and Unlimited versions of Salesforce Health Cloud and requires Health Cloud and Provider Network Management permission sets.

Provider Relationship Management

The Provider Relationship Management Data Model stores and manages all information related to Healthcare providers. This covers identification numbers, licensing details, relevant certifications, provider specialties, location information, operating hours, practicing physicians, and much more.

Remote Monitoring and Device Registration

This Data Model revolves around information collected through patient devices. This can include devices such as heart monitors, smartwatches, and the like. The Remote Monitoring and Device Registration Data Model enables providers and insurers to view patient progress by analyzing device data. In order to leverage this Model, the Health Cloud Managed package must be installed.

Social Determinants

This Data Model represents social factors and barriers that impact a patient’s ability to access quality and effective care. In order to work with this Data Model, the Salesforce Health Cloud package must be installed and you must have access to Health Cloud, Health Cloud Platform, Health Cloud Permission, and Health Cloud Social Determinants permission sets.

Timeline

This Data Model is simply used to view records from multiple objects in chronological order to make sense of patient information and Healthcare data over time.

Unified Health Scoring

This Data Model is available in Enterprise and Unlimited Editions of Salesforce Health Cloud. It provides the ability to gain a holistic view of patient health scoring.

Utilization Management

Available in Enterprise and Unlimited Editions of Salesforce Health Cloud, the Utilization Management Data Model can be leveraged by insurers to connect with members and medical providers. This Model includes all relevant details of a health plan and policies.

Final Thoughts on Salesforce Health Cloud Data Models

Thanks for reading! We hope you learned a lot more about Salesforce Health Cloud Data Models and how they can streamline healthcare operations while enhancing patient experience. It should be noted that full customization of these Data Models will likely require coding and custom development. This equals time and money spent on implementation plus maintenance. If you are looking for a completely zero code solution for Salesforce, one that can connect every aspect of your healthcare processes to the #1 AI CRM, why not chat with Titan today?

We hope to see you soon!

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