Health Cloud Intient

An end-to-end Salesforce Health Cloud solution for patient onboarding, clinical document processing, and care team collaboration — built on Apex, LWC, Flow, and OmniStudio, with OCR and FHIR interoperability.

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Overview

Health Cloud Intient digitizes the patient intake and care-management lifecycle on Salesforce Health Cloud. It replaces manual paperwork and disconnected systems with a guided onboarding wizard, automated clinical document extraction (OCR), real-time interoperability with external EHR systems via FHIR, and a unified dashboard for care teams to track patients through their care journey.

The project demonstrates a full-stack Salesforce implementation: custom data model, metadata-driven UI, declarative automation, OmniStudio guided flows, external system integration, and role-based security — all deployable to a scratch org in minutes.

Architecture

The system is organized into five layers:

• Presentation — Lightning Web Components deliver the onboarding wizard, document upload, care dashboard, patient timeline, and metadata-driven forms.
• Automation — Flow and OmniStudio (OmniScript + DataRaptor) drive guided data capture and lifecycle transitions declaratively.
• Business Logic — Apex services handle orchestration, OCR requests, FHIR integration, and care management queries.
• Data — Custom objects and Custom Metadata Types model patients, encounters, documents, and care teams.
• External Systems — Named Credentials connect securely to AWS Textract (OCR) and external clinical systems (SMART on FHIR).

Features

🧾 Patient Onboarding

• 4-step guided onboarding wizard (patientOnboarding LWC) backed by an OmniScript for structured, guided data capture
• Dynamic, metadata-driven form fields via FormField__mdt — add or change form fields without touching code
• Automated lifecycle tracking via record-triggered Flow

📄 Clinical Document Processing

• Drag-and-drop document upload with real-time OCR status polling
• Text extraction powered by AWS Textract, called via a SigV4-authenticated Named Credential
• Extracted data linked directly to patient and encounter records

🩺 Care Management

• Central dashboard for care teams to view patients, tasks, and encounters at a glance
• Full patient timeline showing historical encounters
• Care team assignment and role tracking via CareTeamMember__c

🔗 Interoperability

• SMART on FHIR OAuth2 integration with external clinical/EHR systems
• Configurable integration settings via IntegrationConfig__mdt — no hardcoded endpoints

🔐 Security

• Three purpose-built permission sets — Admin, CareManager, and PatientPortal — enforcing least-privilege access

Tech Stack

Layer	Technology
UI	Lightning Web Components (LWC)
Automation	Flow, OmniStudio (OmniScript, DataRaptor)
Server-side logic	Apex
Data model	Custom Objects, Custom Metadata Types
Integrations	AWS Textract (OCR), FHIR / SMART on FHIR (EHR)
Auth	Named Credentials (SigV4, OAuth2)
Project tooling	Salesforce CLI (sf), SFDX project format

Project Structure

HealthCloud-Intient/
├── config/
│   └── project-scratch-def.json        # Scratch org definition (Health Cloud enabled)
├── force-app/main/default/
│   ├── classes/                        # Apex services + test classes
│   │   ├── PatientService.cls
│   │   ├── AWSTextractService.cls
│   │   ├── ClinicalSystemIntegration.cls
│   │   ├── MetadataFormService.cls
│   │   ├── PatientOnboardingController.cls
│   │   └── CareManagementController.cls
│   ├── lwc/                            # Lightning Web Components
│   │   ├── patientOnboarding/
│   │   ├── careManagementDashboard/
│   │   ├── clinicalDocumentUpload/
│   │   ├── patientTimeline/
│   │   ├── metadataDrivenForm/
│   │   └── patientSearch/
│   ├── flows/                          # PatientOnboardingFlow, PatientLifecycleTracking
│   ├── objects/                        # Patient__c, ClinicalDocument__c, PatientEncounter__c, CareTeamMember__c
│   ├── permissionsets/                 # Admin, CareManager, PatientPortal
│   └── namedCredentials/               # AWSTextract, ClinicalSystem_FHIR
├── .forceignore
└── sfdx-project.json

Getting Started

Prerequisites

• Salesforce CLI (sf — v2 or later)
• A Salesforce Dev Hub-enabled org with Health Cloud provisioned
• VS Code with the Salesforce Extension Pack (recommended)

Setup

# 1. Clone the repo
git clone https://github.com/SRIVATSAV009/HealthCloud-Intient.git
cd HealthCloud-Intient

# 2. Authorize your Dev Hub (one-time)
sf org login web --set-default-dev-hub --alias devhub

# 3. Create a scratch org
sf org create scratch --definition-file config/project-scratch-def.json --alias healthcloud-scratch --set-default

# 4. Deploy the source
sf project deploy start

# 5. Assign permission sets
sf org assign permset --name Admin
sf org assign permset --name CareManager

# 6. Open the org
sf org open

Running Tests

sf apex run test --code-coverage --result-format human

Named Credentials Setup

Before OCR and FHIR features will work, configure the following Named Credentials in your target org with real endpoint/auth details:

Named Credential	Purpose	Auth
AWSTextract	Document OCR text extraction	AWS SigV4
ClinicalSystem_FHIR	External EHR interoperability	SMART on FHIR OAuth2

Roadmap

• Add Experience Cloud portal for patient self-service intake
• Expand FHIR integration to bidirectional sync
• Add Einstein-powered risk scoring to the care dashboard

License

This project is available under the MIT License — see LICENSE for details.

Author

Sai Srivatsav D GitHub