--- schema_version: "1" id: 267749bcb0621bc201a16d92cccc0ba4c791ca6b84c9a30c236883936493b1d6 title: Patient Risk Stratification Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_health.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_health.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 16761a2ab285c1230ade9ca1bae3f90ddaf7a13da35417dcc48345369706819a description: The Patient Risk Stratification template creates an app that lets healthcare coordinators identify high-risk patients to make sure they get the extra care they need. products: - CRM Analytics - Cross Cloud release: "264" --- # Patient Risk Stratification Template The Patient Risk Stratification template creates an app that lets healthcare coordinators identify high-risk patients to make sure they get the extra care they need. ### Required Editions
User Permissions Needed
To create and manage the Patient Risk Stratification app and set up custom actions in the app: Manage CRM Analytics Templated Apps
To use the Patient Risk Stratification app: Use CRM Analytics Templated Apps
![The HePatient Risk Stratification dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_health_risk_dashboard.png) Patient Risk Stratification brings your Health Cloud data into CRM Analytics to help you deliver the right level of care management to high-risk patients. The Patient Care Risk Stratification dashboard lets you drill in to a population. You can see risk score, age, number of conditions, and enrollment type for specific population segments. The metrics help you understand risk for your patients and plan the appropriate level of care to assure best-possible treatment outcomes. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png) Important See [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") for general app creation procedures for all CRM Analytics templated apps. The information here provides specifics about creating and using the Patient Risk Stratification app. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note Analytics App and Template functionalities included as a part of CRM Analytics are only available in English. ## Org Requirements Your org requires the following before you can create an app from the Patient Risk Stratification template: - Make sure you and all app users have the CRM Analytics license. - Patient Risk Stratification is only for Health Cloud customers who have installed the [Health Cloud Risk Stratification](https://developer.salesforce.com/docs/atlas.en-us.health_cloud.meta/health_cloud/admin_wave_overview.htm) package. - Your org needs to include at least one risk score within a program patient summary record. You also need to use Record Types. - Set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app. See [Set Field Level Security to Enable Creation of an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app."). ## Enable Bulk Actions in the App After creating the app, enable bulk actions in the table at the bottom of the Risk Stratification dashboard. Bulk actions let you perform an action on multiple Salesforce records at the same time. In this case, you can send a list of high-risk patients to other Health Cloud users. - Click the edit icon ![The Analytics Studio edit dashboard pencil icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_pencil_icon.png) at the top of the dashboard. - Select the table with the list of patients at the bottom of the dashboard. - In the Properties panel at right, select **Widget**. - To enable the bulk action, click **Show custom action**. In the **Custom Action Label** field, enter a name for the custom action, for example Send List to Health Cloud.![Dashboard widget properties panel showing how to enable custom action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_props_health_template.png) - In the **Visualforce Page Name** field, enter HcWaveListIntegrationPage. This string refers to a Visualforce page that’s included with the Health Cloud package. - Click the Save icon ![Analtyics dashboard editor save icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_save_icon.png) at the top of the dashboard, then click the **Save** button. ## Use Patient Risk Stratification Open the app. - From the app picker ![The Lightning Experience app picker](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/app_launcher_icon.png), select **CRM Analytics Studio** to open the CRM Analytics home page. - Under **Browse** in the left column, select **All Items**. - Select the **Apps** tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app. The filters along the top of the dashboard let you select criteria for creating a list of high-risk patients. In the example dashboard shown above, you could select **Diabetes** from the **Conditions** filter and **60-64 Years Old** from the **Age Band** filter to create a list of 60-to-64-year-old patients with diabetes. The visualizations just below the filters change to show data for the selected group of patients as determined by filter selections. Click the **Show Details** button below each chart to learn more about that group. View the list of patients in the table at the bottom of the dashboard. Click the arrow in the top right corner of the table and select **Send to Health Cloud** to share the list with others in your org. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note The action is called something different in your org if you gave it a different name. See the section above, _Enable Bulk Actions in the App_.