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