health-cloud-patient-setup

health-cloud-patient-setup is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 92 tokens per session (2,964 once invoked), scanned A, original, Apache-2.0.

A setup guide for patient and member records in Salesforce Health Cloud, a healthcare customer-management platform. It covers person accounts, patient record types, care-team roles, and the patient card.

In plain words
What is it for?
Use it to enable person accounts, create patient or member record types, configure care-team roles, and customize clinical data shown on patient records.
Why use it?
It helps configure the records and screens clinicians or care staff need while avoiding irreversible changes without an impact review.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to enable person accounts, create patient or member record types, configure care-team roles, and customize clinical data shown on patient records.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill health-cloud-patient-setup
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for health-cloud-patient-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for health-cloud-patient-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/health-cloud-patient-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 92 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,964 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00092 $0.02964
Opus 5 $0.00046 $0.01482
Sonnet 5 $0.00018 $0.00593
Haiku 4.5 $0.00009 $0.00296

Measured 9d ago against content hash ebae65369e00, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

health-cloud-patient-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 2 executable files (scripts/check_health_cloud_patient_setup.py, scripts/check_patient_setup.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/health-cloud-patient-setup/SKILL.md · 188 lines

How it starts

The opening of the file, as written. The whole thing — 188 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Health Cloud Patient Setup

This skill activates when a practitioner needs to configure patient or member records in Salesforce Health Cloud — covering Person Account enablement, Health Cloud-specific patient record type creation, care team role setup, and patient card customization for clinical data display. It is NOT for standard Salesforce account setup or general person account tasks outside the Health Cloud context.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm Health Cloud managed package is installed (package namespace HealthCloudGA). Person Account enablement is a prerequisite, but it is also an org-wide, irreversible operation. Never enable in production without a full impact assessment.
  • Determine whether Person Accounts are already enabled. If they are, skip that step entirely — attempting to re-enable causes no change but wastes time and can be confusing.
  • Identify the record types needed: Health Cloud typically requires at minimum a "Patient" (or "Member") person account record type alongside any existing business account record types. Understand what page layouts and profiles will be affected.
  • Clarify what clinical data the org consumes: FHIR/HL7 data flows through dedicated Health Cloud objects (EhrPatientMedication, PatientHealthCondition, PatientImmunization, etc.) — it does not map to standard Contact or Account fields.
  • Understand whether a care team is required and what roles exist (e.g., Primary Care Physician, Care Manager, Social Worker). Care team roles are configured in Health Cloud settings, not through standard role hierarchies.

Core Concepts

Person Accounts: Org-Wide, Irreversible Prerequisite

Health Cloud patients are represented as Person Accounts — a Salesforce platform feature that merges Account and Contact into a single record for individual people. Enabling Person Accounts is a permanent, org-wide change. Once enabled, every Account record gains an IsPersonAccount boolean field and the object model changes globally: person account records have no associated Contact record (the Contact fields are embedded on the Account). This cannot be reversed by Salesforce Support. All integrations, reports, SOQL queries, and third-party tools that assume standard Account/Contact separation must be reviewed and updated after enablement.

Read the full file on GitHub · 188 lines

Files

What ships with it

7 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 188 lines · 92 tokens per session scan A ebae65369e00

Subscribe to this mod's changes

health-cloud-patient-setup is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 92 tokens to every session and 2,964 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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