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Experience Cloud sites for patient and member self-service

Key Takeaway

Much of the work on a patient or member self-service site is configuration rather than code: a template, Empower Lightning components, permissions, and private sharing.

A patient or member self-service site is a private Experience Cloud site, the heart of collaborative patient care in Agentforce Health. The site gives patients, members, caregivers, care coordinators, and physicians an easy way to work together on a person's care from any device, whenever and wherever they are. Agentforce Health adds a quick-start template, prepackaged Lightning components for care data, and special permissions on top of Experience Cloud, so much of the work is configuration rather than code.

How to set up a site

Patient Experience sites are available in Lightning Experience, in Enterprise and Unlimited Editions with Agentforce Health.

  1. Enable digital experiences. Choose the site URL carefully, because you can't change it after it has been set.
  2. Set up profiles and permissions.
  3. Create site users.
  4. Configure sharing.
  5. Select a template.
  6. Brand, test, and publish the site in Experience Builder.
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