Patient 360 record page design with timeline and patient card components

Key Takeaway

On a patient's Account record page, use Enhanced Timeline to show events in time order and a patient card to show key health data at a glance.

In Agentforce Health, a patient's Account record page can bring a patient's information together in one place for care teams. Two kinds of components do most of the work: Enhanced Timeline and a patient card, which is either Patient Card or Advanced Patient Card. Designing the page means choosing the right objects, fields and components for what care coordinators need to see.

What Enhanced Timeline shows

Enhanced Timeline shows key events about a person or a resource as a sequence over time, so users see information from a single source of truth. Each event shows an icon for its type and the event's details.

Filters let users pick specific events to track. Date filters let them focus on a time frame.

Enhanced Timeline works in Lightning Experience on Enterprise and Unlimited Editions. The timeline appears in both the Agentforce Health console and Experience Cloud sites.

Enabling Timeline is a one-time task. After Timeline is on in an org, you can't disable it.

Salesforce Accredited Agentforce Health Professional Study Guide

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0/167Learned

Checklist progressProgress

0/167Learned

Given customer requirements, determine how to create the solution for Agentforce Health features according to best practices

0/2

Given customer requirements, understand how to model patients, providers, healthcare facilities, etc., using the appropriate Agentforce Health objects

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Given customer requirements, determine how to create the proper application solution design leveraging Agentforce Health best practices

0/5

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Patient 360 record page design with timeline and patient card components

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Experience Cloud sites for patient, member and caregiver collaboration

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Inbound document automation versus outbound document generation

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Given customer requirements, determine when to use specific Agentforce Health capabilities

0/8

Given customer requirements, determine how to create the design solution for a specific Agentforce Health vertical to meet those requirements

0/6

Given the business processes/requirements, determine how to create the solution design utilizing best practices and Agentforce Health modules

0/5

Given a customer's business objectives and goals, define success-metrics/KPIs and configure Salesforce to enable reporting on these metrics

0/5

Given a customer's security/compliance requirements, design and implement the appropriate organizational security and data access considerations

0/8

Given a customer's external systems and data requirements, determine the optimal integration strategy for the customer's Salesforce org

0/7

Given a customer's business requirements, design the future state business processes

0/4

Given the data requirements, create a migration strategy considering the legacy /future state system landscape ensuring accuracy and integrity

0/9

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Patient 360 record page design with timeline and patient card components

Key Takeaway

On a patient's Account record page, use Enhanced Timeline to show events in time order and a patient card to show key health data at a glance.

What Enhanced Timeline shows

Filters let users pick specific events to track. Date filters let them focus on a time frame.

Enhanced Timeline works in Lightning Experience on Enterprise and Unlimited Editions. The timeline appears in both the Agentforce Health console and Experience Cloud sites.

Enabling Timeline is a one-time task. After Timeline is on in an org, you can't disable it.