Gain real-time referral visibility from first touch to completed visit. Tableau Next Dashboards help referral teams find bottlenecks, reduce patient leakage, and recover lost revenue.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Health and Data 360. This change requires Tableau Cloud provisioned with your Salesforce org.
How: In Setup, enable Tableau Next. Also in Setup, on the Referral Management Settings page, find the Health Tableau Next for Referral Analytics card and deploy the data kit. Then, access your TabNext Workspace to view and customize the dashboard for your reporting needs.