Salesforce Health Cloud Accredited Professional Practice Exams
Last updated on Oct 22,2026- Exam Code: Health Cloud Accredited Professional
- Exam Name: Salesforce Health Cloud Accredited Professional
- Certification Provider: Salesforce
- Latest update: Oct 22,2026
Question #71
Care managers at Bloomington Caregivers call patients after they are discharged from a hospital to ask a series of questions, which the care manager enters Into Health Cloud, The patient Is then automatically assigned a personalized care plan based on the answers they provided.
Which two capabilities should a consultant leverage together to fulfill this requirement? Choose 2 answers
- A . Care Programs
- B . Integrated Care Management
- C . Salesforce Surveys
- D . Discovery Framework
Correct Answer: C, B
C, B
Explanation:
To fulfill the requirement of assigning a personalized care plan based on responses from a questionnaire, the following capabilities should be leveraged:
Salesforce Surveys (C):
Facilitates the creation of custom questionnaires.
Enables care managers to record patient responses directly within Salesforce.
Integrated Care Management (B):
Uses care plans to define problems, goals, and interventions.
Automatically assigns personalized care plans based on survey responses via automation (e.g., Flows or OmniScripts).
How These Work Together:
Step 1: Care managers use Salesforce Surveys to record patient responses post-discharge.
Step 2: A configured automation (e.g., Flow) processes these responses and assigns the appropriate care plan using Integrated Care Management.
Why Other Options Are Incorrect:
C, B
Explanation:
To fulfill the requirement of assigning a personalized care plan based on responses from a questionnaire, the following capabilities should be leveraged:
Salesforce Surveys (C):
Facilitates the creation of custom questionnaires.
Enables care managers to record patient responses directly within Salesforce.
Integrated Care Management (B):
Uses care plans to define problems, goals, and interventions.
Automatically assigns personalized care plans based on survey responses via automation (e.g., Flows or OmniScripts).
How These Work Together:
Step 1: Care managers use Salesforce Surveys to record patient responses post-discharge.
Step 2: A configured automation (e.g., Flow) processes these responses and assigns the appropriate care plan using Integrated Care Management.
Why Other Options Are Incorrect:
Question #72
A hospital system wants to track patient relationships to its cardiologist, primary care physician, and oncologist.
Which object should a consultant recommend to implement?
- A . Patient Provider Relationship
- B . Affiliation Relationship
- C . Healthcare Practitioner Facility
- D . Contact-Contact Relationship
Correct Answer: A
A
Explanation:
In Salesforce Health Cloud, to track a patient’s relationships with multiple healthcare providers such as a cardiologist, primary care physician, and oncologist, the Patient Provider Relationship object is the appropriate choice.
Understanding the Patient Provider Relationship Object:
Purpose:
The Patient Provider Relationship object is designed to represent and manage the associations between patients (contacts) and their healthcare providers (practitioners).
It facilitates the documentation of various roles that providers play in a patient’s care, enabling a comprehensive view of the patient’s healthcare network.
Functionality:
This object allows healthcare organizations to record and monitor the specific relationships between patients and providers, including details such as the type of care provided, duration of the relationship, and any relevant notes.
By utilizing this object, organizations can ensure accurate and up-to-date records of all healthcare professionals involved in a patient’s care, supporting coordinated and efficient care delivery.
Implementing Patient Provider Relationships:
Configuration Steps:
Define Relationship Types:
Customize the relationship types to reflect various provider roles, such as cardiologist, primary care physician, and oncologist.
Establish Relationships:
For each patient, create records in the Patient Provider Relationship object to link them with their respective providers, specifying the role and any pertinent details.
Maintain and Update Records:
Regularly update these relationships to reflect any changes in the patient’s care team, ensuring that the information remains current and accurate.
By leveraging the Patient Provider Relationship object, healthcare organizations can effectively manage and visualize the network of providers associated with each patient, enhancing care coordination and patient outcomes.
Reference: Provider Relationship Management | Salesforce Health Cloud Developer Guide Track Complex Household Roles and Relationships in Health Cloud
A
Explanation:
In Salesforce Health Cloud, to track a patient’s relationships with multiple healthcare providers such as a cardiologist, primary care physician, and oncologist, the Patient Provider Relationship object is the appropriate choice.
Understanding the Patient Provider Relationship Object:
Purpose:
The Patient Provider Relationship object is designed to represent and manage the associations between patients (contacts) and their healthcare providers (practitioners).
It facilitates the documentation of various roles that providers play in a patient’s care, enabling a comprehensive view of the patient’s healthcare network.
Functionality:
This object allows healthcare organizations to record and monitor the specific relationships between patients and providers, including details such as the type of care provided, duration of the relationship, and any relevant notes.
By utilizing this object, organizations can ensure accurate and up-to-date records of all healthcare professionals involved in a patient’s care, supporting coordinated and efficient care delivery.
Implementing Patient Provider Relationships:
Configuration Steps:
Define Relationship Types:
Customize the relationship types to reflect various provider roles, such as cardiologist, primary care physician, and oncologist.
Establish Relationships:
For each patient, create records in the Patient Provider Relationship object to link them with their respective providers, specifying the role and any pertinent details.
Maintain and Update Records:
Regularly update these relationships to reflect any changes in the patient’s care team, ensuring that the information remains current and accurate.
By leveraging the Patient Provider Relationship object, healthcare organizations can effectively manage and visualize the network of providers associated with each patient, enhancing care coordination and patient outcomes.
Reference: Provider Relationship Management | Salesforce Health Cloud Developer Guide Track Complex Household Roles and Relationships in Health Cloud
Question #73
A payer needs to work with plan members and medical providers to influence decisions through a case-by-case review of the appropriateness of care.
When gathering requirements for this use case, which two Utilization Management processes should a consultant discuss with the client? Choose 2 answers
- A . Designing Next Best Action and Recommendations for the care management team
- B . Designing Care Requests to seek authorization from a health plan for drugs, services, and admissions
- C . Considering the Request Review Types; Prior Authorization Review, Concurrent Review, and Retrospective Review
- D . Considering the number of Intake agents who will be using Health Cloud
Correct Answer: B, C
B, C
Explanation:
Utilization Management is a critical component in healthcare that focuses on ensuring the appropriateness, necessity, and efficiency of healthcare services. For payers working with plan members and medical providers, the case-by-case review of care appropriateness requires thorough processes to streamline authorization and review tasks.
Designing Care Requests to Seek Authorization (Answer B):
Purpose: The Care Request object in Health Cloud is essential for seeking authorizations from a health plan for specific healthcare services, drugs, or admissions. This object ensures that requests are appropriately documented and tracked.
Functionality:
It allows users to create and manage care requests linked to plan members.
Integrates with payer systems to capture critical details for authorization, such as service codes, plan information, and medical necessity documentation.
Supports automation through workflows and approvals, speeding up the decision-making process.
Relevance: By designing efficient Care Requests, the consultant ensures that all required details for preauthorizations or service reviews are captured seamlessly, meeting regulatory and operational needs.
Considering Request Review Types (Answer C):
Purpose: UM processes in Health Cloud must address the three primary types of reviews:
Prior Authorization Review: Conducted before the service is provided to determine medical necessity.
Concurrent Review: Evaluates the necessity of ongoing care during hospitalization or service delivery. Retrospective Review: Analyzes the appropriateness of care after it has been delivered. Implementation in Health Cloud:
The consultant must design workflows and data models to capture the details of these review types, including timestamps, reviewer notes, and outcomes.
Health Cloud supports tracking and documenting these reviews within the UM module, ensuring compliance with healthcare regulations.
Relevance: These review types allow the payer to influence decisions by ensuring appropriate care is provided while managing costs and maintaining high-quality outcomes.
Why the Other Options Are Less Relevant:
B, C
Explanation:
Utilization Management is a critical component in healthcare that focuses on ensuring the appropriateness, necessity, and efficiency of healthcare services. For payers working with plan members and medical providers, the case-by-case review of care appropriateness requires thorough processes to streamline authorization and review tasks.
Designing Care Requests to Seek Authorization (Answer B):
Purpose: The Care Request object in Health Cloud is essential for seeking authorizations from a health plan for specific healthcare services, drugs, or admissions. This object ensures that requests are appropriately documented and tracked.
Functionality:
It allows users to create and manage care requests linked to plan members.
Integrates with payer systems to capture critical details for authorization, such as service codes, plan information, and medical necessity documentation.
Supports automation through workflows and approvals, speeding up the decision-making process.
Relevance: By designing efficient Care Requests, the consultant ensures that all required details for preauthorizations or service reviews are captured seamlessly, meeting regulatory and operational needs.
Considering Request Review Types (Answer C):
Purpose: UM processes in Health Cloud must address the three primary types of reviews:
Prior Authorization Review: Conducted before the service is provided to determine medical necessity.
Concurrent Review: Evaluates the necessity of ongoing care during hospitalization or service delivery. Retrospective Review: Analyzes the appropriateness of care after it has been delivered. Implementation in Health Cloud:
The consultant must design workflows and data models to capture the details of these review types, including timestamps, reviewer notes, and outcomes.
Health Cloud supports tracking and documenting these reviews within the UM module, ensuring compliance with healthcare regulations.
Relevance: These review types allow the payer to influence decisions by ensuring appropriate care is provided while managing costs and maintaining high-quality outcomes.
Why the Other Options Are Less Relevant:
Question #74
A company based In the United States requires a way to track medications that patients take in a standardized format and detect potential drug-to-drug Interactions.
Which two Health Cloud solutions should a consultant recommend? Choose 2 answers
- A . Medication Audit
- B . Medication Reconciliation
- C . Medication Review
- D . Medication Administration
Correct Answer: B, C
B, C
Explanation:
To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.
Medication Reconciliation:
This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.
By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.
Medication Review:
This involves reviewing the patient’s entire medication list to assess safety, appropriateness, and effectiveness.
Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.
Why Other Options Are Incorrect:
B, C
Explanation:
To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.
Medication Reconciliation:
This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.
By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.
Medication Review:
This involves reviewing the patient’s entire medication list to assess safety, appropriateness, and effectiveness.
Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.
Why Other Options Are Incorrect:
Question #74
A company based In the United States requires a way to track medications that patients take in a standardized format and detect potential drug-to-drug Interactions.
Which two Health Cloud solutions should a consultant recommend? Choose 2 answers
- A . Medication Audit
- B . Medication Reconciliation
- C . Medication Review
- D . Medication Administration
Correct Answer: B, C
B, C
Explanation:
To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.
Medication Reconciliation:
This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.
By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.
Medication Review:
This involves reviewing the patient’s entire medication list to assess safety, appropriateness, and effectiveness.
Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.
Why Other Options Are Incorrect:
B, C
Explanation:
To track medications and detect potential drug-to-drug interactions in a standardized format, Salesforce Health Cloud offers features designed for healthcare organizations to manage medication data effectively.
Medication Reconciliation:
This feature enables the accurate tracking of patient medications across different points of care. It ensures all prescribed and over-the-counter medications are recorded in a standardized format, preventing duplications, omissions, or errors.
By reconciling medications, healthcare providers can identify potential drug-to-drug interactions and avoid adverse drug events.
Medication Review:
This involves reviewing the patient’s entire medication list to assess safety, appropriateness, and effectiveness.
Healthcare providers can use this review process to flag potential drug interactions, dosage inconsistencies, and other risks, thereby ensuring comprehensive medication management.
Why Other Options Are Incorrect:
Question #76
Bloomington Caregivers has created and tested its first care plan template In a sandbox, which Includes problems, goals, and tasks. The company has deployed this template to its final environment using Data Loader.
Which two steps should a consultant recommend, following this deployment, to enable users to successfully leverage this new template? Choose 2 answers
- A . Activate the new care Plan template.
- B . Confirm User access to Care Plan objects.
- C . Conduct end-user training on the use of the care plan template.
- D . Activate the problems, goals, and tasks associated with the template.
Correct Answer: A, B
A, B
Explanation:
After deploying a care plan template to the final environment, it is crucial to perform the following steps to ensure users can successfully leverage it:
Activate the New Care Plan Template (A):
After deployment via Data Loader, the care plan template remains inactive by default. You must activate it in the final environment to make it available for users to apply to patient cases.
Activation ensures that care providers can use the template to assign care plans that include problems, goals, and tasks to their patients.
Confirm User Access to Care Plan Objects (B):
Users need the appropriate permissions to access care plan objects (e.g., Problems, Goals, and Tasks). Verify and assign the correct profiles or permission sets to ensure users can view, edit, and apply these components within the care plan template.
Why Other Options Are Incorrect:
C. Conduct end-user training on the use of the care plan template:
While beneficial for user adoption, training is not a technical or mandatory step to enable users to leverage the template post-deployment.
D. Activate the problems, goals, and tasks associated with the template:
Individual components like problems, goals, and tasks are activated as part of the template.
Activating the template itself (Option A) suffices.
Reference: Administer Health Cloud
Salesforce Documentation on Care Plan Template Management
A, B
Explanation:
After deploying a care plan template to the final environment, it is crucial to perform the following steps to ensure users can successfully leverage it:
Activate the New Care Plan Template (A):
After deployment via Data Loader, the care plan template remains inactive by default. You must activate it in the final environment to make it available for users to apply to patient cases.
Activation ensures that care providers can use the template to assign care plans that include problems, goals, and tasks to their patients.
Confirm User Access to Care Plan Objects (B):
Users need the appropriate permissions to access care plan objects (e.g., Problems, Goals, and Tasks). Verify and assign the correct profiles or permission sets to ensure users can view, edit, and apply these components within the care plan template.
Why Other Options Are Incorrect:
C. Conduct end-user training on the use of the care plan template:
While beneficial for user adoption, training is not a technical or mandatory step to enable users to leverage the template post-deployment.
D. Activate the problems, goals, and tasks associated with the template:
Individual components like problems, goals, and tasks are activated as part of the template.
Activating the template itself (Option A) suffices.
Reference: Administer Health Cloud
Salesforce Documentation on Care Plan Template Management
Question #77
An administrator is configuring security for a patient list.
Which three considerations should the administrator take into account to ensure proper access to the list? Choose 3 answers
- A . Administrators can restrict access using HCPatientListSecurity custom setting.
- B . Administrators can create restriction rules to offset a private organization-wide default setting.
- C . When a user’s field-level security restricts access to a field used as a display column, the column does not appear in the list.
- D . Administrators can restrict access to patient or member lists using standard Salesforce sharing settings on the list.
- E . Users with profile or permission sets that restrict access to an object cannot create a list using that object.
Correct Answer: C, A, E
C, A, E
Explanation:
When configuring security for patient lists in Salesforce Health Cloud, administrators must consider object-level, field-level, and list-level access to ensure data privacy and compliance with regulations like HIPAA.
Below are the key considerations:
HCPatientListSecurity Custom Setting (A):
This custom setting allows administrators to define and restrict access to patient lists at a granular level. For example, administrators can control which users can view or interact with patient lists based on their role or department.
Field-Level Security Impact (C):
If a user’s field-level security restricts access to a field included in the patient list’s display columns, the column will not appear in the list. This ensures sensitive data is protected and only accessible to authorized users.
Object Access Restrictions (E):
Users with restricted object-level access (via profiles or permission sets) cannot create or view lists that utilize those objects. This ensures that unauthorized users cannot access or manipulate sensitive data.
Why Other Options Are Incorrect:
B: Restriction rules in Salesforce are used to provide additional access beyond organization-wide defaults (OWDs), not for patient lists.
D: Patient list access is managed through specific Health Cloud mechanisms, not standard Salesforce sharing settings.
Reference: Health Cloud Security Overview
Field-Level Security Documentation
C, A, E
Explanation:
When configuring security for patient lists in Salesforce Health Cloud, administrators must consider object-level, field-level, and list-level access to ensure data privacy and compliance with regulations like HIPAA.
Below are the key considerations:
HCPatientListSecurity Custom Setting (A):
This custom setting allows administrators to define and restrict access to patient lists at a granular level. For example, administrators can control which users can view or interact with patient lists based on their role or department.
Field-Level Security Impact (C):
If a user’s field-level security restricts access to a field included in the patient list’s display columns, the column will not appear in the list. This ensures sensitive data is protected and only accessible to authorized users.
Object Access Restrictions (E):
Users with restricted object-level access (via profiles or permission sets) cannot create or view lists that utilize those objects. This ensures that unauthorized users cannot access or manipulate sensitive data.
Why Other Options Are Incorrect:
B: Restriction rules in Salesforce are used to provide additional access beyond organization-wide defaults (OWDs), not for patient lists.
D: Patient list access is managed through specific Health Cloud mechanisms, not standard Salesforce sharing settings.
Reference: Health Cloud Security Overview
Field-Level Security Documentation
Question #78
A provider is looking to implement Utilization Management in Health Cloud and submit and track pror authorizations.
Which two capabilities should a consultant customize to achieve this? Choose 2 answers
- A . Create a new Support Process to match the customer’s process steps.
- B . Integrate using MuleSoft Direct for electronic Prior Authorizations (ePA).
- C . Customize the Service Request object.
- D . Create a new UtilizationManagementSettings record in Custom Settings.
Correct Answer: B, C
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.
Question #78
A provider is looking to implement Utilization Management in Health Cloud and submit and track pror authorizations.
Which two capabilities should a consultant customize to achieve this? Choose 2 answers
- A . Create a new Support Process to match the customer’s process steps.
- B . Integrate using MuleSoft Direct for electronic Prior Authorizations (ePA).
- C . Customize the Service Request object.
- D . Create a new UtilizationManagementSettings record in Custom Settings.
Correct Answer: B, C
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.
Question #78
A provider is looking to implement Utilization Management in Health Cloud and submit and track pror authorizations.
Which two capabilities should a consultant customize to achieve this? Choose 2 answers
- A . Create a new Support Process to match the customer’s process steps.
- B . Integrate using MuleSoft Direct for electronic Prior Authorizations (ePA).
- C . Customize the Service Request object.
- D . Create a new UtilizationManagementSettings record in Custom Settings.
Correct Answer: B, C
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.
B, C
Explanation:
Implementing Utilization Management in Salesforce Health Cloud to handle prior authorizations involves customizing specific components to streamline the submission and tracking processes.