Care programs are essential tools for healthcare and life sciences organizations aiming to improve patient outcomes. By providing structured support throughout a patient’s health journey, these programs foster better adherence to care plans, promote wellness, and offer crucial financial assistance. These programs encompass a wide range of services, from proactive patient outreach and streamlined access to care and medications to financial aid and comprehensive wellness plans. The Care Program data model within Salesforce Health Cloud is specifically designed to capture and manage these diverse activities, enabling organizations to plan, implement, and meticulously track their programs for maximum effectiveness.
It’s crucial to distinguish between a care program and a care plan. While a care plan focuses on the individualized, coordinated care for a patient to improve their specific health condition, a care program is a broader, more encompassing initiative. However, care programs and care plans are interconnected and can work in tandem. A care program can support and enhance individual care plans.
Consider the scenario of Charles Green, who is managing lower back pain under the care of Dr. Carol Peterson. Dr. Peterson prescribes Pain-Away medication and, with Charles’s agreement, enrolls him in the GoodHealth Pain Management Care Program. Charles is a suitable candidate because this particular program is designed for patients using GoodHealth’s Pain-Away medication. Amy Huffman serves as Charles’s dedicated care coordinator within this program.
The primary objectives of the GoodHealth Pain Management Care Program are to help patients like Charles effectively manage their pain by consistently taking their prescribed medication and integrating complementary, non-pharmacological pain management techniques. The program also includes educational resources on these alternative strategies.
Upon enrollment, Charles completes a comprehensive assessment. This proactive step allows the care program team to identify and address any potential risks, challenges, or opportunities that could influence Charles’s health outcomes.
Let’s delve into the key objects within the Salesforce care program data model that represent the care program itself, along with essential components like enrollments, goals, and team members.
Navigating Care Program Enrollments and Goals in Salesforce
The Care Program object in Salesforce serves as the central record for any defined set of support activities. This could range from patient therapy and financial aid programs to educational initiatives, wellness programs, or fitness plans offered by employers or insurers. Within this object, you can find critical details such as the overarching parent care program, the sponsoring organization, budget allocations, and the program’s start and end dates.
In our ongoing example, Charles Green’s enrollment in the GoodHealth Pain Management care program is a prime illustration of how these objects are utilized in Salesforce.
Here’s a breakdown of the Salesforce objects and records at play:
Scenario Details | Object and Record Details |
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Charles Green, the patient requiring care. | Represented by the Account object with a Person record type (1) in Salesforce. |
Charles Green’s enrollment in the GoodHealth Pain Management care program. | Captured by the Care Program Enrollee object (2), signifying a participant’s (patient) enrollment in a specific care program (3). This record links the care program and the patient’s person account. |
Charles’s eligibility for the GoodHealth Pain Management care program based on his Pain-Away medication prescription. | Defined by the Care Program Eligibility Rule object (4). This rule establishes the criteria for patient enrollment eligibility, such as the requirement of using Pain-Away medication for the GoodHealth Pain Management program. Enrollment Eligibility Criteria (5) further refines these criteria, specifying conditions for eligibility across one or more care programs. The Business Rules Engine (BRE) within Salesforce automates eligibility determination based on these pre-defined criteria. |
The GoodHealth Pain Management care program’s objectives: medication adherence and incorporating non-pharmacological strategies. | Defined by the Care Program Goal object (6). This object outlines the business or clinical goals associated with a care program, including detailed goal descriptions, priority levels, and sequence in relation to other program goals. These records are directly linked to the relevant Care Program record. |
Amy Huffman, the designated care coordinator for Charles within the GoodHealth Pain Management care program. | Represented by the Care Program Team Member object (7). This signifies individuals responsible for delivering program services, such as program managers or care coordinators. These records connect the care program to a person account or a Salesforce user record (8) representing the team member. |


Next, let’s examine how Salesforce represents care program products and their respective providers within the data model.
Understanding Care Program Products in Salesforce Health Cloud
The GoodHealth Pain Management care program is specifically designed for patients who are prescribed Pain-Away medication to manage their pain effectively. Salesforce Health Cloud meticulously tracks these product associations.
Here’s a summary of the relevant objects and records in Salesforce:
Scenario Details | Object and Record Details |
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Charles Green’s prescription for Pain-Away medication. | Documented using the Care Program Enrollee Product object (1). This object establishes the relationship between a care program enrollee (2) and a specific care program product (3). These records connect the enrollee, the product, and the care program provider (6). |
The association of Pain-Away medication with the GoodHealth Pain Management care program. | Represented by the Care Program Product object (3). This object defines the link between a care program (4) and a product (5). Product is a standard Salesforce object used to manage products that organizations offer or sell. These records link the care program and the product. |
Pain-Away medication being provided by Pain-Away as the manufacturer or provider. | Captured by the Care Program Provider object (6). This object represents the business account that acts as the service provider for a specific care program product. These records link a business account to a care program product record. |
Finally, let’s explore how Salesforce handles educational campaigns and surveys within care programs to enhance patient engagement and gather crucial data.
Leveraging Care Program Campaigns and Surveys in Salesforce
Upon enrolling in the GoodHealth Pain Management program, Charles is asked to complete a survey. This survey is a proactive measure by the care program team to identify and address any potential challenges or opportunities that could affect Charles’s health journey and outcomes. Salesforce effectively manages these interactions through specific objects.
Here’s a detailed look at the objects and records involved:
Scenario Details | Object and Record Details |
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The GoodHealth Pain Management care program’s educational campaign focused on alternative pain management strategies. | Managed by the Care Program Campaign object (1). This object establishes the relationship between a Care Program (2) and Campaign objects (3) within Salesforce. It links care program records to specific campaign records. |
The care program’s objective to educate patients on alternative pain management methods. | Utilizes the Campaign object (3), a standard Salesforce object designed to manage marketing campaigns, such as webinars, educational drives, or outreach programs. |
The pain management assessment survey integrated into the care program. | Implemented using the Survey Subject object (4), a standard Salesforce object that connects a survey invitation to a specific campaign. |
Sending a survey invitation to Charles Green to complete the pain management assessment. | Orchestrated through the Survey Invitation object (5), another standard Salesforce object. This object manages invitations sent to participants (6) to complete surveys. Survey invitation records are linked to participant records for tracking and management. |
For a deeper understanding of all the objects discussed in this guide, refer to the Salesforce Health Cloud Developer Guide.
Care programs in Salesforce Health Cloud play a proactive role in addressing potential challenges that could hinder a patient’s health outcomes. Understanding the Salesforce care program data model is crucial for healthcare organizations to effectively leverage these powerful tools to enhance patient care and program management. By effectively utilizing care programs within Salesforce, organizations can significantly improve patient engagement, streamline care coordination, and ultimately drive better health outcomes.