Sample Questions and Answers
What does the “Goal” object connect to in a patient’s care plan?
Patient’s insurance claims
B. Billing account
C. Activities and barriers
D. Email campaigns
Answer: C. Activities and barriers
Explanation: Goals relate to activities and any barriers preventing their completion.
Which feature tracks when and how patient records are viewed or edited?
Login History
B. Event Monitoring
C. Setup Audit Trail
D. Field Audit Trail
Answer: D. Field Audit Trail
Explanation: Field Audit Trail enables long-term tracking of data changes, ensuring compliance.
What Health Cloud object can be used to track whether a patient has signed a HIPAA acknowledgment form?
Patient Consent
B. Signature Log
C. Consent Authorization
D. Policy Acceptance
Answer: C. Consent Authorization
Explanation: Consent Authorization records track when and how a patient consented to policies like HIPAA.
Which capability helps providers reduce missed appointments?
Data Export Wizard
B. Automated SMS/Email Reminders
C. Contact Merge Tool
D. App Launcher
Answer: B. Automated SMS/Email Reminders
Explanation: Health Cloud can be configured to send automated reminders, improving appointment adherence.
How can a care coordinator identify gaps in patient follow-up?
Visualforce Pages
B. Gaps in Care dashboard
C. Duplicate Management Rules
D. Appointment Object
Answer: B. Gaps in Care dashboard
Explanation: This dashboard highlights overdue follow-ups, screenings, or missed care milestones.
What is the purpose of the “Utilization Management Review” process?
Prior authorization tracking for procedures
B. Logging user productivity
C. Determining login frequency
D. Managing partner API access
Answer: A. Prior authorization tracking for procedures
Explanation: Utilization Management ensures services are reviewed and approved before delivery.
What Salesforce tool supports rapid intake of patient information?
OmniStudio Intake Forms
B. Permission Set Groups
C. Path Settings
D. Audit Log Exporter
Answer: A. OmniStudio Intake Forms
Explanation: These provide guided, no-code intake forms for capturing detailed patient data.
A hospital wants to streamline care plans by condition. What should they configure?
Separate orgs for each diagnosis
B. Clinical Protocols
C. Data Categories
D. Case Record Types
Answer: B. Clinical Protocols
Explanation: Clinical Protocols provide standardized, reusable care components based on medical condition.
Which feature in Health Cloud helps visualize care progression over time?
Calendar View
B. Health Timeline
C. Lightning Scheduler
D. Opportunity Kanban
Answer: B. Health Timeline
Explanation: Health Timeline shows care milestones, encounters, and events in chronological order.
How can Health Cloud users document a patient’s social determinants of health?
SMS Templates
B. Social Risk Factors object
C. Social Determinants of Health component
D. Event Log
Answer: C. Social Determinants of Health component
Explanation: This tracks social factors like housing, transportation, and food insecurity impacting care.
What’s the best way to control access to sensitive behavioral health data?
Field History Tracking
B. Record Types
C. Permission Sets and Shield Platform Encryption
D. Activity Timeline
Answer: C. Permission Sets and Shield Platform Encryption
Explanation: These provide robust control and compliance for sensitive data like mental health records.
What is a key benefit of integrating Health Cloud with third-party labs?
Increased mobile responsiveness
B. Faster diagnostic result availability
C. Reduced Apex usage
D. More social posts
Answer: B. Faster diagnostic result availability
Explanation: Direct integration enables seamless import of lab results into patient records.
Which Salesforce tool allows for customized, rules-based patient triage?
Flow Builder
B. Einstein Next Best Action
C. Decision Matrix
D. Care Program Management
Answer: B. Einstein Next Best Action
Explanation: This tool uses AI and rules to suggest appropriate care pathways or triage decisions.
What kind of relationship does a Related Contact represent?
Parent-child account
B. Patient-caregiver or family relationship
C. Employer-employee
D. Group subscription
Answer: B. Patient-caregiver or family relationship
Explanation: Related Contacts define personal and support relationships relevant to patient care.
A patient portal user should only see their own care plans. What controls this?
Public Read access
B. Role Hierarchies
C. Sharing Rules and External User Permissions
D. Apex Class Security
Answer: C. Sharing Rules and External User Permissions
Explanation: These ensure Experience Cloud users access only data associated with their profile.
What object helps track patient progress toward objectives?
Lead
B. Goal
C. Case
D. Referral
Answer: B. Goal
Explanation: Goals define measurable patient outcomes and link to care plans and activities.
What’s a key feature of Health Cloud’s Patient Card?
Auto-sorting reports
B. Live chat functionality
C. Condensed snapshot of patient data
D. Visualforce dashboard
Answer: C. Condensed snapshot of patient data
Explanation: The Patient Card summarizes vital data, including care team, conditions, and appointments.
What should be used to model a chronic illness in Health Cloud?
Consent Form
B. Care Plan with linked Problem
C. Lead Record
D. Queue Assignment
Answer: B. Care Plan with linked Problem
Explanation: Chronic conditions are modeled using the Problem object, tied to Care Plans and Goals.
Which object logs when a care team member is added to a patient?
Account History
B. Care Team Member
C. Role Assignment
D. Task
Answer: B. Care Team Member
Explanation: This object holds the role, name, and status of each member involved in care delivery.
Which feature provides an interactive, drag-and-drop UI for managing workflows?
Flow Builder
B. App Manager
C. Role Hierarchy
D. Global Actions
Answer: A. Flow Builder
Explanation: Flow Builder enables intuitive design of custom process flows for care journeys.
What object can track progress across multiple health campaigns?
Case
B. Outreach Campaign
C. Program Cohort
D. Appointment
Answer: B. Outreach Campaign
Explanation: This helps manage population health efforts like flu shot drives or wellness education.
What is a use case for using OmniStudio DataRaptors in Health Cloud?
Merging leads
B. Secure email delivery
C. Extracting and transforming patient data
D. Field-level permission editing
Answer: C. Extracting and transforming patient data
Explanation: DataRaptors read/write data from Salesforce to power OmniScripts and custom apps.
What allows Health Cloud to track patients across multiple facilities?
Partner Portal
B. Person Account model
C. Global Site Tag
D. Sharing Rules
Answer: B. Person Account model
Explanation: Person Accounts combine individual and account data, supporting enterprise healthcare use cases.
What is the benefit of using Path in Health Cloud?
Multi-language support
B. Streamlined workflow guidance for users
C. Email-to-case integration
D. Data encryption
Answer: B. Streamlined workflow guidance for users
Explanation: Path gives visual cues and stages to support processes like case handling or intake.
What’s the benefit of integrating Salesforce Maps in Health Cloud?
Monitor login activity
B. Visualize patient locations and care access gaps
C. Enhance data encryption
D. Provide social media analytics
Answer: B. Visualize patient locations and care access gaps
Explanation: Salesforce Maps helps plan outreach and understand care disparities by geography.
What does the “Health Condition” object store?
Appointments and scheduling
B. Disease or condition metadata linked to the patient
C. Financial details
D. Medication interactions
Answer: B. Disease or condition metadata linked to the patient
Explanation: Health Conditions represent clinical diagnoses and are part of the care plan hierarchy.
What helps improve continuity during patient transitions of care?
Apex triggers
B. Discharge Planning and Post-Acute Care Plans
C. Record Type changes
D. Audit Trail
Answer: B. Discharge Planning and Post-Acute Care Plans
Explanation: These ensure structured follow-ups and reduce readmission risks.
What data model is used for patients in Health Cloud?
Business Account
B. Lead
C. Person Account
D. Opportunity
Answer: C. Person Account
Explanation: Person Accounts store patient data, enabling unified views and scalability.
What is the purpose of a Cohort?
Filter for data export
B. Patient segment for a program
C. Unique login group
D. Field tracking method
Answer: B. Patient segment for a program
Explanation: Cohorts group patients for targeted outreach or care management efforts.
Which user role is most likely to configure Health Cloud for a new clinic?
Marketing Analyst
B. Salesforce Administrator
C. Account Executive
D. Caseworker
Answer: B. Salesforce Administrator
Explanation: Admins configure users, permissions, processes, and data models during setup.
What object helps coordinate services between payers and providers?
Risk Assessment
B. Authorization
C. Opportunity
D. Lead
Answer: B. Authorization
Explanation: Authorizations are payer-managed approvals for specific treatments or services.
Which Salesforce tool enables tracking of patient-reported outcomes?
Apex Scheduler
B. Assessments
C. Case Comments
D. Community Feed
Answer: B. Assessments
Explanation: Assessments capture structured feedback from patients about their condition or progress.
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