Healthcare Project - Final Implementation (Developer Edition)
Current Status Assessment
✅ Objects created (Patient, Treatment Plan, Appointment, Lab Result)
✅ Custom fields configured
✅ Permission sets created
✅ Profiles created
Remaining Tasks Within License Limits
User Creation Strategy (7 Users Maximum)
License Allocation:
2 Salesforce licenses (full access)
5 Platform licenses (custom objects only)
User Creation Plan
User 1: System Administrator (Salesforce License)
First Name: System
Last Name: Admin
Username:
[email protected] Email:
[email protected] Profile: System Administrator
Role: System Administrator
Permission Sets: None needed (admin has all access)
Purpose: Configuration, user management, system demonstration
User 2: Lead Physician (Salesforce License)
First Name: Dr. Amanda
Last Name: Johnson
Username:
[email protected] Email:
[email protected] Profile: Clinical Staff
Role: Cardiologist
Permission Sets: Clinical Staff Access
Purpose: Full clinical workflow demonstration
User 3: Nurse Manager (Platform License)
First Name: Rachel
Last Name: Martinez
Username:
[email protected] Email:
[email protected] Profile: Nursing Staff
Role: Cardiology RN
Permission Sets: Nursing Staff Access
Purpose: Nursing workflow, patient care coordination
User 4: Registration Coordinator (Platform License)
First Name: Jennifer
Last Name: Turner
Username:
[email protected] Email:
[email protected] Profile: Registration Staff
Role: Registration Specialist
Permission Sets: Administrative Staff Access
Purpose: Patient intake, scheduling, registration
User 5: Billing Analyst (Platform License)
First Name: Angela
Last Name: Roberts
Username:
[email protected] Email:
[email protected] Profile: Billing Staff
Role: Billing Specialist
Permission Sets: Billing Staff Access
Purpose: Financial processing, insurance verification
User 6: Lab Technician (Platform License)
First Name: Brandon
Last Name: Bailey
Username:
[email protected] Email:
[email protected] Profile: Provider Management
Role: Lab Technician
Permission Sets: Laboratory Staff Access
Purpose: Lab result entry, critical value management
User 7: Administrative Supervisor (Platform License)
First Name: Linda
Last Name: Clark
Username:
[email protected] Email:
[email protected] Profile: Administrative Staff
Role: Patient Services Director
Permission Sets: Administrative Staff Access
Purpose: Operations oversight, reporting
Implementation Steps
Step 1: Get Profile IDs
Run this query in Developer Console:
sql
SELECT Id, Name FROM Profile
WHERE Name IN (
'System Administrator',
'Clinical Staff',
'Nursing Staff',
'Registration Staff',
'Billing Staff',
'Provider Management',
'Administrative Staff'
)
ORDER BY Name
Step 2: Get Role IDs (if using role hierarchy)
sql
SELECT Id, Name FROM UserRole
ORDER BY Name
Step 3: Manual User Creation (Recommended for 7 users)
Create each user manually:
1. Setup → Users → Users → New User
2. Fill required fields per user plan above
3. Assign appropriate profile
4. Set license type (Salesforce vs Platform)
5. Activate user
Step 4: Assign Permission Sets
For each user after creation:
1. Setup → Users → Permission Sets
2. Select appropriate permission set
3. Manage Assignments → Add user
Sample Data Import Strategy
Import Order (Use Data Import Wizard)
1. Accounts (Healthcare facilities - 10 records)
2. Contacts (Healthcare providers - 15 records)
3. Patients (Patient records - 20 records)
4. Treatment Plans (15 records)
5. Appointments (25 records)
6. Lab Results (20 records)
Key Sample Data Sets
Healthcare Facilities (Accounts)
csv
Name,Facility_Type__c,Phone,BillingCity,BillingState,BillingPostalCode
St. Mary's Medical Center,Hospital,(555) 100-1000,New York,NY,10001
Downtown Family Clinic,Clinic,(555) 100-2000,New York,NY,10002
Heart Specialists of NY,Specialist Office,(555) 100-4000,New York,NY,10004
MetroLab Diagnostics,Laboratory,(555) 100-5000,New York,NY,10005
BlueCross BlueShield NY,Insurance Company,(555) 200-1000,Albany,NY,12201
Healthcare Providers (Contacts)
csv
FirstName,LastName,Email,Phone,Provider_Type__c,Primary_Specialization__c
Dr. Amanda,Rodriguez,
[email protected],(555) 101-1001,Physician,Cardiology
Dr. Sarah,Kim,
[email protected],(555) 102-1001,Physician,Family Medicine
Nancy,Williams,
[email protected],(555) 101-2001,Nurse Practitioner,Cardiology
Dr. Patricia,Lee,
[email protected],(555) 105-1001,Physician,Pathology
Patients (Custom Object)
csv
Patient_ID__c,First_Name__c,Last_Name__c,Date_of_Birth__c,Gender__c,Phone__c,Email__c,Medical_Record_N
PAT00001,John,Smith,1985-03-15,Male,(555) 001-0001,
[email protected],MRN00001,Active
PAT00002,Sarah,Johnson,1992-07-22,Female,(555) 002-0001,
[email protected],MRN00002,Active
PAT00003,Michael,Brown,1978-11-08,Male,(555) 003-0001,
[email protected],MRN00003,Active
PAT00004,Emily,Davis,1995-02-14,Female,(555) 004-0001,
[email protected],MRN00004,Active
Demonstration Workflow
Clinical Workflow (Dr. Amanda Johnson)
1. Patient Review - Access patient medical records
2. Treatment Planning - Create/modify treatment plans
3. Lab Orders - Review lab results, flag critical values
4. Appointment Management - Schedule follow-ups
5. Clinical Documentation - Add clinical notes
Nursing Workflow (Rachel Martinez)
1. Patient Care Updates - Update patient status
2. Vital Signs - Record measurements
3. Medication Management - Document administration
4. Care Coordination - Communicate with providers
5. Discharge Planning - Prepare patient transitions
Registration Workflow (Jennifer Turner)
1. Patient Intake - Create new patient records
2. Insurance Verification - Validate coverage
3. Appointment Scheduling - Book patient visits
4. Demographic Updates - Maintain current information
5. Pre-visit Preparation - Coordinate care needs
Billing Workflow (Angela Roberts)
1. Insurance Processing - Submit claims
2. Payment Posting - Record payments
3. Financial Reporting - Generate revenue reports
4. Denial Management - Handle claim rejections
5. Patient Billing - Process patient statements
Testing & Validation
Security Testing
Test each user's access:
Dr. Johnson: Full clinical access, can see all patient data
Rachel Martinez: Nursing access, cannot delete records
Jennifer Turner: Registration access, cannot see clinical notes
Angela Roberts: Billing access, can see financial data only
Workflow Testing
Test key processes:
Patient registration → appointment scheduling
Clinical documentation → treatment planning
Lab results → critical value alerts
Billing → insurance processing
Report Testing
Verify reporting access:
Clinical staff: All reports
Nursing: Patient care reports
Administrative: Operational reports
Billing: Financial reports only
Documentation Package
User Documentation
Role-based user guides (7 total)
Permission matrix showing access levels
Workflow process maps
Training materials
Technical Documentation
Security model overview
Data flow diagrams
Integration points
Scaling considerations
Project Artifacts
Implementation timeline
Testing results
Performance metrics
Compliance verification
Scaling Documentation
Production Planning
Document how this scales to full implementation:
200+ users across all departments
Additional custom objects for specialized needs
Advanced automation and integration
Enterprise security requirements
License Planning:
Salesforce licenses for clinical and administrative leaders
Platform licenses for specialized roles
Communities licenses for external providers
Mobile licenses for field staff
Interview Presentation Strategy
Key Talking Points
1. Resource Management - Delivered full functionality within license constraints
2. Security Design - Comprehensive permission model with field-level security
3. Workflow Automation - Streamlined healthcare processes
4. Scalability Planning - Enterprise-ready architecture
5. Industry Knowledge - HIPAA compliance and healthcare best practices
Demonstration Flow
1. System Overview - Show object relationships and data model
2. User Roles - Login as different users, show access differences
3. Clinical Workflow - End-to-end patient care process
4. Automation - Workflow rules, approvals, alerts
5. Reporting - Healthcare KPIs and operational metrics
This approach maximizes your demonstration capabilities while respecting Developer Edition
constraints and showcasing enterprise-level Salesforce administration skills.
