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Delivering Patient 360 with Salesforce Health Cloud

Glumes TeamSeptember 28, 202510 min read

The clinical data model

Health Cloud aligns to HL7 FHIR R4. Core object mapping:

FHIR resourceHealth Cloud object
PatientAccount (Person Account) / Individual
PractitionerUser + HealthcareProvider
EncounterClinicalEncounter
ObservationClinicalServiceRequest + Observation
ConditionHealthCondition
MedicationRequestMedicationStatement
CarePlanCarePlan + CarePlanGoal + CareBarrier

FHIR integration pattern

EHR (Epic / Cerner / Athena)
  ├─ FHIR API (R4)
  └─► MuleSoft FHIR Accelerator
        ├─► Health Cloud ingest (Bulk FHIR)
        └─► Data Cloud (unified patient index)
              └─► Segmentation → Marketing Cloud (patient outreach)

Bulk FHIR ($export) is the batch path — 24h refresh. Use CDS Hooks + SMART on FHIR for real-time chart integration.

Consent management

Every write must honor Consent records — HIPAA + state laws + Common Rule for research.

Consent
  Purpose:  TREATMENT | PAYMENT | OPERATIONS | RESEARCH | MARKETING
  Status:   Active
  Scope:    Patient A, Data category = Behavioral Health
  Effective: 2026-01-15 → 2027-01-15

Enforce with a Consent-aware Apex service layer — never let a Flow write without checking.

Care plans that actually get used

Model evidence-based care pathways as Care Plan Templates. On enrollment, the template instantiates goals + tasks per patient:

Template: Type 2 Diabetes Management
  Goal: A1c < 7.0 within 6 months
    Task: Weekly glucose upload (patient app)
    Task: Quarterly A1c lab
    Task: Nutrition consult (30d, 90d)
    Barrier: Food insecurity → route to social work

Population health

Combine with Data Cloud for cohort analytics:

SELECT p.Id, MAX(o.EffectiveDate) AS last_a1c, MAX(o.Value) AS a1c
FROM   Patient__dlm p
JOIN   Observation__dlm o ON o.PatientId = p.Id AND o.Code = 'LOINC:4548-4'
WHERE  o.Value > 8.0
GROUP  BY p.Id

Push high-risk cohort to Care Manager task queue via a Data Action.

Interoperability standards

  • US Core Data for Interoperability (USCDI v3) — minimum data set
  • SMART on FHIR — auth for third-party apps at the point of care
  • CDS Hooks — decision support pop-ups in the EHR chart
  • CARIN Blue Button — patient data export

Security & compliance

  • Business Associate Agreement (BAA) — required before touching PHI
  • Shield Platform Encryption on all PHI fields
  • Field Audit Trail (10y) on Diagnosis, Medication, Consent
  • Break-the-glass workflow for emergent access, logged to SIEM
Health CloudHealthcareFHIR