After the initial instance of Enhanced Analytics for Healthcare app is created, you can create other versions using Analytics Studio so that your team members can use a version that meets their requirements. You can create as many versions as you need.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions of Health Cloud with the Revenue Intelligence for Health or CRM Analytics for Health Cloud add-on license. |
To create other versions of the Enhanced Analytics for Healthcare app:
- In Analytics Studio, click Create.
- To open the template picker, select App, then Create App from Template.
- Locate the Advanced Analytics for Healthcare tile, select it, and click Continue.
- Review the app preview page, and click Continue to open the configuration wizard.
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If you see an option to either base your app on an existing app or create a new one,
select Create a brand new app and click
Continue.
The app runs a compatibility check against your org to ensure Analytics Integration User has access to objects, and ensure roles (Role Hierarchy) are set up. Based on that, a security predicate is applied to Care Management datasets. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again.
- When the org compatibility check succeeds, click Looks good, next.
- Name your app, and click Create.
Selecting the UM (Utilization Management) card installs the following dashboards and dataset:
- My Care Requests-UM Nurse dashboard
- My Care Requests-UM Provider dashboard
- My Care Requests-UM Intake Specialist dashboard
- My Care Requests-UM Approval rate dashboard
- Utilization Management dataset
Selecting the CM (Care Management) card installs the following dashboards and datasets:
- Care Plan Management dashboard
- Care Management-Care Plan Statistics dashboard
- Care Management-My Statistics dashboard
- Care Management-Task Completion Trend dashboard
- Care Management dataset
- Task dataset