Salesforce Docs Portal

Improve Outcomes with the Care Team

The care team is the hub of your patient or member’s private community. It represents everyone working to make sure the person succeeds with his or her care plan. You can assign ownership of health tasks to members of the care team, including other health professionals, patients or members, and their family. Exchange secure, private messages between yourself, the person under your care, and members of the team—and they can access those messages on any device.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Your care team, powered by Salesforce Experience Cloud, unites people with professional and personal caregivers in a private collaborative network where they can access their care plans and tasks. The convenience of having the information on any device helps engage and empower your site members.

  • The care team view represents the relationships that make up the patient or member’s professional and personal network of caregivers.

  • For site members, select the person’s picture and do things like send a private message or create a task for them.

  • Collaborate with care team members using Chatter. Send private messages to a person and their caregivers, and collaborate with internal members of the team without leaving the person's original profile.
Note
Note Salesforce Experience Cloud provides the collaboration support for Health Cloud. Some of the collaborative features are available only when you enable Experience Cloud and create a site.
  • Manage the Care Team
    Patients or members with an invested team of professional and personal caretakers are more likely to manage their conditions successfully. Each member plays an important role in maintaining the health and ensuring the progress of the patient.
  • Use the Chatter Feed to Collaborate with the Care Team
    The Chatter feed on the Collaboration tab shows all the conversations with care team site members and activities related to the care plan. This Chatter feed is a more focused version of the What’s Happening feed on the Today page. Chatter feeds show you posts and comments you and other people make, as well as record updates that are associated with the care plan.
  • Send a Private Message to a Care Team Member
    Chatter messages let you have secure private conversations with other Chatter users who are also members of the care team. You can also use messages to notify people when a file has been shared with them. Messages don’t appear in your feed, your profile, global search results, or any other part of Chatter that’s publicly visible.

See Also