Users need to analyze their patient or member referrals through a prebuilt dashboard that includes reports on important aspects of their referral…

To provide users with prebuilt analytics for referral management, the standard procedure is to install the dedicated optional package provided by Salesforce. The "Health Cloud Reports for Patient Referral Management" is an unmanaged extension package specifically designed for this purpose. It includes a preconfigured dashboard and several reports that help users track and analyze key metrics related to patient or member referrals, such as referrals by status, priority, or coordinator. This package offers a ready-to-use solution, directly fulfilling the user's requirement without the need for custom development.

B: Uploading a template and enabling the action bar is not a standard Salesforce process for deploying referral dashboards. The action bar is for record-level actions, not report generation. C: This option incorrectly bundles referral management with Utilization Management. The referral reports are delivered in a separate, distinct package, not as part of a combined add-on. D: This describes a manual, custom-build process using CRM Analytics. The requirement is for a "prebuilt" dashboard, making this custom approach incorrect and inefficient for the stated need.

1. Salesforce Health Cloud Administrator Guide: In the section "Set Up Reports and Dashboards for Referral Management," the guide explicitly states, "Install the Health Cloud Reports for Patient Referral Management unmanaged package to give your users reports and a dashboard for referral management." (Salesforce, Health Cloud Administrator Guide, p. 118).

2. Salesforce Help Documentation: The article "Install Optional Health Cloud Packages" lists available packages. Under the "Health Cloud Reports for Patient Referral Management" entry, it describes: "Install this unmanaged extension package to deliver reports and a dashboard for patient referral management." (Salesforce Help, Document ID: sf.hcadmininstalloptionalpackages).