salesforce / accelerator-for-provider-relationship-management

Accelerator for Physician Relationship Management - Accelerator Installation Instructions

The Accelerator for Physician Relationship Management delivers a pre-configured app to enable your liaisons to maintain and expand their network of referring physicians. The pre-built app is available for download into your Salesforce org free of charge using the controls to the right.

Last Updated: March 16, 2023

Pre-Installation Steps:

These steps must be completed before installing the unmanaged package (Estimated time: 10 minutes)

1. Ensure the following licenses are installed in your Salesforce org:
   1. Health Cloud Sales - Enterprise Edition
   2. Salesforce Maps
   3. To confirm which licenses are installed in your org, please refer to this Help Article: https://help.salesforce.com/s/articleView?id=sf.distribution_assigning_user_licenses.htm&type=5
2. Enable “Send Email” and Allow Activities
   1. Setup > Search for “Deliverability”
   2. Select “Deliverability”
   3. Set Send Email Access to “All Email”
   4. Refer to this Help Article for more information: https://help.salesforce.com/s/articleView?id=sf.data_sandbox_email_deliverability.htm&type=5
3. Set the Organization-Wide Email Address
   1. Setup > Email > Organization-Wide Addresses
   2. Add a new User Selectable Organization-Wide Email Addresses and choose a Display Name of your choosing.
   3. Verify the email address set by opening the link sent to the email address.
4. Enable Email-to-Case
   1. Setup a Default User if one is not already specified in your settings.
   2. Turn on Email-To-Case.
   3. Refer to this Help Article for step-by-step instructions: https://help.salesforce.com/s/articleView?id=sf.customizesupport_enabling_email_to_case.htm&language=en_US

Installation Steps:

These steps must be completed to install the unmanaged package of pre-built components for PRM

1. Navigate to the following website and complete the Download Now workflow: https://hlsaccelerators.developer.salesforce.com/s/bundle/a9E5f000000PKvwEAG/solution-accelerator-for-provider-relationship-management
   1. You will be prompted to acknowledge the Terms of Service, after which please enter your email address to receive a one-time confirmation code.
   2. Enter the confirmation code in the next step. After entering the code, you will have a chance to open these same instructions in your browser.
   3. On the final step, you will be presented with “Install In My Org” which will bring you to the Salesforce login screen. Enter your credentials for the org in which you wish to install the accelerator.
   4. Choose “Install for all users” when prompted. The installation process may take a few minutes. You will receive an email with installation confirmation when completed.
   5. If you have any issues with installation, please contact the HLS Accelerator team at [email protected].

Post-Installation Steps:

These steps must be completed to enable the included components (Estimated Time: 1-2 hours)

Enable Path to support the visual Path flow on the Case Lightning Record Page

1. Follow these steps to enable the Path: https://help.salesforce.com/s/articleView?id=sf.path_enable.htm&type=5

Configure Salesforce Maps

1. Please follow these steps to set up Salesforce Maps: https://help.salesforce.com/s/articleView?id=sf.salesforce_maps_setup_maps.htm&type=5
2. The package contains predefined custom fields for the Check-In Activity Fields. Please follow the steps in this Help Article: https://help.salesforce.com/s/articleView?id=sf.salesforce_maps_setup_check_in_activity_fields_select.htm&type=5
3. At the bottom of the Activity Settings, click “Suggest” to auto-assign the custom fields.
4. In the Field Set dropdown in Activity Settings, Select the Field Set “Salesforce Maps Check Out”.

Configure Recommendation Record - This Recommendation will show as a Next Best Action to your liaisons as they review contact records in Salesforce. If the custom field “Enrolled in Provider Portal?” on the Contact Record is Unchecked, then this recommendation will show.

1. Download the recommendation_1.csv file in the GitHub repository here: https://github.com/salesforce/Accelerator-for-Provider-Relationship-Management
2. Use DataLoader to import the Recommendation into your Salesforce org. When importing, you may leave the following fields unmapped: a. ID b. ISACTIONACTIVE c. ISDELETED

Meeting Reminder Flow and Email Template

1. This will enable the system to automatically send prospects or contacts an email reminder of an upcoming meeting 1 day before the meeting date. This helps decrease the no-show rate of prospects or contacts of liaison meetings.
2. Create a new Record-Triggered Flow titled “Meeting Reminder”
3. Configure the Flow Start as outlined below:
   1. Object: Event
   2. Trigger the Flow When: A record is created or updated
   3. Entry Conditions:
   4. Condition Requirements: Formula Evaluates to True
   5. Formula: {!$Record.ActivityDate} > TODAY()
   6. When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements.

1. On the Flow path, Click to add a Schedule Trigger:
   1. Set the Schedule Path to be “1 Day Before Event: Date”
   2. Time Source: Event: Due Date Only
   3. Offset Number: 1
   4. Offset Options: Day Before

1. Add a Flow Action of the following type: Email Alert
   1. Type = Email Alert
   2. Description = Meeting Reminder
   3. Email Template = the Email template record of your choosing. For additional information on how to create an email template, refer to this Help Article: https://help.salesforce.com/s/articleView?id=sf.email_create_a_template.htm&type=5
   4. Selected Recipients = Attendees
   5. From Email Address = Select the appropriate from email address according to your organization’s preferences.
2. Save and Debug your Flow to validate that it meets your business requirements
3. Once you are satisfied with the Flow, Activate the Flow.

Add “Confirm Meeting” Quick Action to your users’ Publisher Layout

1. The package contains a Quick Action labeled “Confirm Meeting” which enables your Physician Liaison user to send a templated email to a contact/lead to confirm an upcoming meeting in one click.
2. To enable this Quick Action, add the Quick Action to the active Publisher Layout assigned to the Physician Liaison Profile, or your Global Publisher Layout.
3. Refer to this Help Article for more information on how to edit a Publisher Layout: https://help.salesforce.com/s/articleView?id=sf.working_with_global_publisher_layouts.htm&type=5

Create a Physician Liaison Profile

1. Navigate to Setup > Profiles > New Profile
2. Ensure the Profile is aligned to the Salesforce License Type
3. Name the Profile “Physician Liaison”
4. Ensure to align the Profile to these components:

Unmanaged Package Component Inventory

Resources:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	NewEventPRM	Global	Action	This is a brand new component.
Create	Account Layout - PRM	Account	Page Layout	This is a brand new component.
Create	NewCasePRM	Global	Action	This is a brand new component.
Create	SendEmailPRM	Global	Action	This is a brand new component.
Create	My Accounts Without Recent Activity		Report	This is a brand new component.
Create	Task.Defer_Change_Date	Task	Action	This is a brand new component.
Create	Screen_Shot_20220215_at_45040_PM1		Asset File	This is a brand new component.
Create	Account Request	Case	Page Layout	This is a brand new component.
Create	NewNotePRM	Global	Action	This is a brand new component.
Create	Physician Liaison Performance Dashboard		Dashboard	This is a brand new component.
Create	Account_Request_Path		Path Assistant	This is a brand new component.
Create	Provider	Lead	Business Process	This is a brand new component.
Create	My Check Ins		Report	This is a brand new component.
Create	Simple Task	Task	Page Layout	This is a brand new component.
Create	SampleHealthcarePractitionerFacilityContactConfigurationPRM		UI Object Relation Configuration	This is a brand new component.
Create	Provider	Lead	Record Type	This is a brand new component.
Create	Provider	Lead	Page Layout	This is a brand new component.
Create	Confirm Meeting	Global	Action	This is a brand new component.
Create	Account Request	Case	Business Process	This is a brand new component.
Create	My Completed Activities		Report	This is a brand new component.
Create	Liaison Reports		Report Folder	This is a brand new component.
Create	Physician Liaison Layout	Account	Compact Layout	This is a brand new component.
Create	Case.SendEmailCase	Case	Action	This is a brand new component.
Create	Enroll in Provider Portal	Global	Action	This is a brand new component.
Create	Physician Liaison Layout	Contact	Compact Layout	This is a brand new component.
Create	LogACallPRM	Global	Action	This is a brand new component.
Create	Simple Task	Task	Record Type	This is a brand new component.
Create	My Avg Check-In Distance from Account (f		Report	This is a brand new component.
Create	NewTaskPRM	Global	Action	This is a brand new component.
Create	Physician Layout PRM	Contact	Page Layout	This is a brand new component.
Create	Salesforce Maps Check Out	Task	Field Set	This is a brand new component.
Create	Referral Trend Report		Report	This is a brand new component.
Create	NewOpportunityPRM	Global	Action	This is a brand new component.
Create	Task.UpdatePriority_PRM	Task	Action	This is a brand new component.
Create	General	Task	Record Type	This is a brand new component.
Create	My New Leads	Lead	List View	This is a brand new component.
Create	NewContactPRM	Global	Action	This is a brand new component.
Create	Account Request	Case	Record Type	This is a brand new component.
Create	My Meeting Quality		Report	This is a brand new component.
Create	My Time Spent On Site		Report	This is a brand new component.
Create	SampleHealthcarePractitionerFacilityAccountConfigurationPRM		UI Object Relation Configuration	This is a brand new component.
Create	Physician Liaison Layout	Lead	Compact Layout	This is a brand new component.
Create	Liaison Dashboards		Dashboard Folder	This is a brand new component.
Create	New_Task_PRM	Global	Action	This is a brand new component.
Create	Task.UpdateStatusPRM	Task	Action	This is a brand new component.
Apps:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Physician Relationship Management		App	This is a brand new component.
Flows:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Reminder to Enroll in Provider Portal		Flow Version	This is a brand new component.
Fields:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Check Out Distance From Record (mi)	Activity	Custom Field	This is a brand new component.
Create	Check Out Date/Time	Activity	Custom Field	This is a brand new component.
Create	Meeting Quality	Activity	Custom Field	This is a brand new component.
Create	Check In Date/Time	Activity	Custom Field	This is a brand new component.
Create	Enrolled in Provider Portal?	Contact	Custom Field	This is a brand new component.
Create	Time on Site Minutes	Activity	Custom Field	This is a brand new component.
Create	Days Since Last Visit	Account	Custom Field	This is a brand new component.
Create	Check Out Date	Activity	Custom Field	This is a brand new component.
Recommendation Strategies:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Referring Providers		Recommendation Strategy	This is a brand new component.
Pages:
Action	Component Name	Parent Object	Component Type	Installation Notes
Create	Physician_Relationship_Management_UtilityBar		Lightning Page	This is a brand new component.
Create	Lead_Record_Page_PRM		Lightning Page	This is a brand new component.
Create	Physician_Liaison_Home_Page		Lightning Page	This is a brand new component.
Create	Case_Record_Page1		Lightning Page	This is a brand new component.
Create	Contact_Record_Page_PRM		Lightning Page	This is a brand new component.
Create	Account_Record_Page_PRM		Lightning Page	This is a brand new component.