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

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

Record Alerts:

Notify agents of important or recent changes in patient information.

Extract:

“Use Record Alerts to keep agents informed of changes and critical updates on the patient’s record.”

— Contact Center for Health Cloud Overview

Timeline:

Provides a single, unified view of all engagement interactions, encounters, and activities with a patient.

Extract:

“Timeline shows a consolidated history of patient interactions and engagement, giving agents a complete view in one place.”

— Health Cloud: Enhanced Timeline

Member Plan FlexCard:

Displays key patient insurance information directly on the record page.

Extract:

“The Member Plan FlexCard displays essential details about the patient’s insurance coverage for agents.”

— OmniStudio: FlexCards

Other Options:

A. Identity Verification: Used for verifying caller identity, not information display.

D. Action Launcher: Launches actions/processes, not for displaying info or alerts.

Video Visits for Social Determinants of Health (SDOH):

Exact Extract:

“Use Virtual Care in Health Cloud to enable video visits between care providers and patients, including for conversations about social and economic factors.”

 Dependent Intervention Tasks:

Exact Extract:

“Action Plan Templates allow you to define and manage dependent intervention tasks for integrated care management workflows, enabling conditional task sequencing.”

 Preconfigured Prior Authorization Objects:

Exact Extract:

“The Health Cloud Care Request Extensions package provides out-of-the-box record types, page layouts, and flows for prior authorizations and other payer workflows.”

Step 1: Requirement Analysis

Payer needs to manage healthcare expenses while ensuring quality, affordable care.

Seeks to streamline approval processes for care requests.

Step 2: Utilization Management in Health Cloud

Utilization Management (UM) provides workflows and automation for reviewing, approving, or denying care requests. This supports balancing cost controls with quality care through evidence-based review processes.

Extract:

“Utilization Management helps payers manage costs and ensure members receive appropriate care by streamlining the review and approval process for pre-authorizations and care requests.”

Administer Health Cloud – Utilization Management

Step 3: Review of Options

A. Utilization Management: Directly addresses care request review, cost, and quality balance.

B. Provider Network Management: Focuses on managing provider networks, not utilization/cost review.

C. Intelligent Appointment Management: For scheduling only.

D. Integrated Care Management: Focuses on care coordination, not cost/approval workflow.

Step-by-Step Explanation:

Salesforce Health Cloud Prerequisites:

Enable Person Accounts:

Required for representing patients and healthcare contacts.

“Person Accounts must be enabled before installing Health Cloud.”

— Reference: Health Cloud Installation Prerequisites

Enable Chatter:

Health Cloud uses Chatter for collaboration between care teams.

“Chatter must be enabled to use Health Cloud features like care coordination and notes.”

— Reference: Health Cloud Installation Prerequisites

Enable Contacts to Multiple Accounts:

Necessary to relate patients to multiple organizations/providers.

“Enable Contacts to Multiple Accounts to relate contacts (patients) to more than one account (e.g., provider, payer).”

— Reference: Health Cloud Installation Prerequisites

Other Options:

B. Enable Shield Event Monitoring: Not required for Health Cloud installation (but is a best practice for auditing and compliance in some orgs).

D. Enable Health Cloud Installation Monitor: Not a standard Salesforce setting or prerequisite.

Step 1: Requirement Analysis

Admin needs to leverage Advanced Therapy Management for complex gene therapy scheduling.

Step 2: Key Capabilities of Advanced Therapy Management

Book multi-step appointments: Supports sequencing and booking complex, interdependent appointments and procedures (e.g., cell collection, manufacturing, infusion).

Reschedule part of the appointment chain: Enables rescheduling one step in a multi-step process without rebooking the entire chain.

Extract:

“Advanced Therapy Management allows for the orchestration of complex, multi-step appointment chains and the flexibility to reschedule individual steps in the chain.”

Administer Health Cloud – Advanced Therapy Management

Other options:

A: Telehealth scheduling is not a specific feature of Advanced Therapy Management.

D: Einstein is not natively used for chain optimization in Advanced Therapy Management as per current documentation.

Verified Answers:

B. Book multi-step appointments.

C. Reschedule part of the appointment chain.

Step-by-Step Explanation:

Intelligent Document Automation:

Exact Extract:

“Intelligent Document Automation in Health Cloud automatically extracts data from incoming documents, including faxes, and creates structured data for downstream workflows.”

Out-of-the-box caller authentication in Health Cloud is primarily supported through Identity Verification Flow Templates. These flow templates are designed to help organizations comply with HIPAA and other regulatory requirements by standardizing the caller verification process for contact center agents.

Step-by-Step Reference:

Health Cloud provides Identity Verification Flow Templates that streamline the authentication of callers, reducing manual processes and ensuring regulatory compliance.

Extract:

“Use the Health Cloud Identity Verification Flow Templates to verify a caller’s identity based on information you select, such as date of birth, phone number, or other criteria.”

(Source: Administer Health Cloud)

These templates can be deployed as standard flows and easily customized for the organization's authentication requirements.

Extract:

“Leverage out-of-the-box Identity Verification Flow Templates to quickly set up and deploy identity verification processes in your contact center.”

(Source: Administer Health Cloud - Identity Verification)

This approach is preferred over FlexCards, OmniScripts, or ad-hoc processes, as it provides a compliant and guided experience.

Step 1: Requirement Analysis

After deploying a care plan template (including problems, goals, and tasks) via Data Loader to the final environment, users must be able to use the new template for creating care plans in production.

Step 2: Salesforce Health Cloud Documentation Guidance

According to the official Health Cloud administration guide, two key post-deployment steps are required:

1. Confirm User Access to Care Plan Objects

Users must have the correct permissions to view, create, and use care plan templates and related records. This involves assigning the appropriate permission sets or profiles to allow access to the Care Plan, Care Plan Template, and related objects.

Extract:

“Ensure users have the necessary permissions to access care plan templates and related objects so they can view and apply templates to patients’ care plans.”

Administer Health Cloud – Care Plans and Permissions

2. Activate the New Care Plan Template

Templates (and their related records) must be activated after being deployed to make them available for use by end users. Care plan templates in Salesforce Health Cloud have an “Active” status that must be set to “True” or “Activated” before users can select them when creating new care plans.

Extract:

“After importing care plan templates and related data, administrators must activate the template to make it available to care coordinators and clinicians.”

Administer Health Cloud – Deploying and Activating Care Plan Templates

Other Options:

B. Activate the problems, goals, and tasks associated with the template:Not required as a separate step. When you activate the care plan template, its associated problems, goals, and tasks become available.

D. Conduct end-user training:While important, it is not a required technical step for enabling the template after deployment.

Verified Answers:

A. Confirm User access to Care Plan objects.

C. Activate the new care plan template.

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

Business Rules Engine (BRE):

Enables you to define, automate, and manage approval criteria for prior authorizations.

Extract:

“Use Business Rules Engine to automate decisions and apply approval criteria for utilization management and prior authorizations.”

— OmniStudio: Business Rules Engine

Utilization Management Data Model:

Provides standard Health Cloud objects to manage prior authorizations, including requests, approvals, and denials.

Extract:

“Health Cloud Utilization Management provides a complete data model for tracking prior authorization requests and decisions.”

— Health Cloud: Utilization Management Data Model

Out-of-the-box Process Libraries:

Prebuilt processes for common healthcare workflows, including prior authorizations.

Extract:

“Out-of-the-box process libraries provide reusable flows for utilization management, including authorizations, appeals, and notifications.”

— Administer Health Cloud: Process Libraries

Incorrect Options:

A. Claims data model: Related to claims, not prior authorizations.

B. Intelligent Appointment Management: Focused on scheduling, not utilization management or prior authorization.

After deploying Enhanced Timeline, you must register the custom object to the Timeline before it will appear in the Timeline component on the Lightning page.

Extract:

“Add new objects to the Timeline after deployment in setup, then update the Timeline component to include them.”

(Source: Administer Health Cloud – Enhanced Timeline)

To ensure that the new office address is sent to patients via email after booking, you need logic in the Integration Procedure that checks the office location and triggers the correct email template.

Conditional Blocks in Integration Procedures allow developers to execute actions (like sending a specific email) only when certain conditions are met—such as the new office location.

Extract:

“Use a Conditional Block in an Integration Procedure to execute logic based on data values or conditions. For example, send a specific notification when a record matches certain criteria.”

(Source: Omnistudio Standard Guide – Integration Procedures)

Why not A, B, or C?

Removing Try-Catch, building If-Elself logic, or only updating test conditions do not leverage the maintainable and declarative power of Conditional Blocks in Integration Procedures.

Step-by-Step Explanation:

Requirement:

External provider needs access to patient allergy information.

Interoperability API:

Salesforce Health Cloud provides FHIR-based Interoperability APIs that expose clinical data, including AllergyIntolerance resources.

“Use the Health Cloud Interoperability API (FHIR R4) to retrieve AllergyIntolerance resources and other clinical data for a patient.”— Health Cloud Interoperability API Guide

Other Options:

Clinical Summary Healthcare API: Provides a summary but not structured, granular allergy data.

AllergyMedication API: Not a standard Salesforce API.

Patient Healthcare API: Broader resource, but allergies specifically are available through the Interoperability API.

The scenario involves collecting structured information (series of questions) from patients and automatically assigning a personalized care plan based on their answers.

Step-by-Step Reference:

Salesforce Surveys can be used to gather responses from patients post-discharge.

Extract:

“With Salesforce Surveys, care managers can send and record responses directly within Health Cloud, allowing structured data capture from patients.”

(Source: Administer Health Cloud - Surveys)

Discovery Framework processes responses and triggers automated care plan assignments based on responses.

Extract:

“The Discovery Framework in Health Cloud enables dynamic question flows and recommendations, such as assigning care plans based on patient answers.”

(Source: Administer Health Cloud - Discovery Framework)

Combining these, care managers can capture structured data (Surveys) and drive workflow automation and personalization (Discovery Framework).

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

Experience Builder and Component Access:

Add the Provider Search component to the Experience Cloud site page for external user access.

Extract:

“Use Experience Builder to add Provider Search components to your site to enable external users to search for providers.”

— Provider Search in Experience Cloud

Read Access:

Granting Read access to the Care Provider Searchable Field object is required for site users to access search results.

Extract:

“Grant the site user profile Read access to the Care Provider Searchable Field object to allow them to view provider search results.”

— Provider Search Security

Other Options:

B: Sharing rules not typically required; object-level access is key.

D: Data Pipeline object access is not relevant for provider search results.