Health Cloud Administration
jTurn on Person Accounts in Health Cloud
After you enable person accounts in your org, update the Use Person Accounts setting
so that you can use person accounts to represent patients and members in Health
Cloud.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
Person accounts pull information from both Account and Contact fields (including
first and last names, and email address) and present it as one record in Health Cloud.
For example, Charles Green’s person account appears as one record to his care
coordinator in Health Cloud. However, it’s technically stored in the database as an
account and a contact.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- In the list of custom settings, click Manage next to the Use Person Account custom settings.
- Click Edit next to Use Person Account.
- Select Enable.
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Save your changes.
After person accounts are enabled, assign person account record types and page layouts to profiles.