Users need to analyze their patient or member referrals through a prebuilt dashboard that includes reports on important aspects of their referral management.
What should a consultant do in this case?
According to the Salesforce documentation1, the Health Cloud Reports for Patient Referral Management is an unmanaged extension package that provides a prebuilt dashboard with reports on important aspects of referral management, such as referral status, referral source, referral age, and referral efficiency. The package also includes custom fields, custom objects, and custom report types to support the dashboard. To use this package, a consultant should install it in their org and assign the appropriate permissions to the users who need to access the dashboard. The package is compatible with Health Cloud and CRM Analytics.
1:Provide Referral Management Reports | Health Cloud Administration | Salesforce Developers
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