Customize the Create External Member Fields

You can customize the fields that appear on the window that care coordinators use to create an external care team member.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


Use field sets to add new fields or change the order of existing fields used to create external care team members.

  1. From the object management settings for Accounts, select Field Sets.
  2. To edit the field set, click New External Member.
  3. Drag and drop the fields you want to display on the New External member window.

    You can only add fields from Account and the related primary contact.

    Note

  4. Save your changes.