Use the Advanced Patient Card
The Advanced Patient Card uses FlexCards from OmniStudio to deliver greater
flexibility and ease of use. It lives in a component named
HealthCloudPtCardPatientCard on your Account Layout page.
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Available in: Lightning Experience with OmniStudio Available in: Enterprise and Unlimited Editions with Health Cloud |
The Advanced Patient Card retrieves data from standard and custom objects, as long as the object has a reference to the Account object and is supported by an OmniStudio DataRaptor. It can display up to three records for each object.
Modify the Lightning Record Page on the Account object to see the Advanced Patient Card in Health Cloud.
- From Setup, in the Quick Find box, enter OmniStudio, then select OmniStudio Settings and disable Managed Package Runtime.
- Click the Object Manager tab, then click Account.
- Click Lightning Record Pages.
- Open the Account record page and click Edit.
- From the Standard components, drag FlexCard to the left side of the page layout.
- In the FlexCard properties, under FlexCard Name, enter HealthCloudPtCardPatientCard.
- Click .