While setting up Advanced Therapy Management, a consultant wants to have patients associated to Care...

In Salesforce Health Cloud Advanced Therapy Management (ATM), the enrollment process for associating patients to Care Programs is driven by OmniStudio OmniScripts.

Salesforce provides out-of-the-box OmniScripts for patient enrollment.

Best practice: Instead of building from scratch, you clone the delivered OmniScript and then customize it to align with your customer’s unique enrollment process.

This approach ensures you continue to leverage Health Cloud’s standard functionality while tailoring the process flow.

Why not the others?

A. FlexCard – Displays patient/care program info but doesn’t handle the guided enrollment process.

B. Flow – Standard Salesforce Flows are not used for ATM enrollment; Health Cloud leverages OmniScripts for these guided workflows.

C. Apex Class – Only needed for custom logic; cloning Apex is not recommended for configuration/customization here.

Salesforce Health Cloud Reference:

Salesforce Health Cloud Implementation Guide – Advanced Therapy Management:

“Enrollment processes for patients into Care Programs are delivered as OmniScripts. To customize these processes, clone the standard OmniScript and modify it to meet your business needs.”