Use Salesforce Health Cloud to capture an SDoH screening, create indicator records per identified need, and link them to the patient's care plan.
- Open the patient record
Navigate to the patient (Person Account or Account in Health Cloud). The Patient Card view shows demographics, conditions, and SDoH summary.
- Launch the SDoH screening flow
Click the SDoH Screening quick action. The flow walks the care manager through the validated instrument (PRAPARE, AHC-HRSN) with structured questions.
- Capture responses
Enter the patient's answers for each domain (housing, food, transportation, etc.). Indicate severity where the instrument supports it.
- Submit
On submit, the flow creates one SDoHIndicator record per identified risk and updates the patient summary. Records with no risk are noted as Stable.
- Review identified needs
Open the SDoH related list on the patient record. Confirm each risk has the expected severity and status.
- Create care plan goals
For each high-severity risk, add a Care Plan Goal linking back to the indicator. Optionally trigger a Community Resource Referral.
- SDoH data is sensitive. Many states have laws restricting how social-risk data can be shared or used in coverage decisions; confirm your compliance program before exposing the data outside the care team.
- Screening fatigue is real. Repeating PRAPARE every visit annoys patients and produces stale data; most programs screen annually plus on major care transitions.
- Community resource directories drift. The food bank you referred to last year may no longer exist; refresh the integrated directory quarterly.
- Risk stratification scores are easy to compute but only useful if intervention follow-through is tracked. A high score with no follow-up is a checkbox metric, not a care plan.