Map Person Accounts in Health Cloud

With person accounts enabled, configure a default mapping record to create patients or members in Health Cloud.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

From Setup, in the Quick Find box, enter Custom Metadata, and then select Custom Metadata Types.
In the list of custom metadata types, click Manage Records next to the Individual Record Type Mapper custom settings.
Click New.
Enter Person Account as the label for the mapping record.
You must have at least one mapping record using this label. This mapping is used by Health Cloud to create patient or member records.
The Individual Record Type Mapper Name field is auto-populated. Keep it as is or add a custom name.
This field is for internal use only.
In the Account Record Type field, enter the name of a valid person account record type that you want to use in this mapping. Alternatively, you can use the same value you entered for Label, that is, Person Account.
In the Record Type Namespace (Account) field, enter the namespace for your org.
Leave the Contact Record Type field blank, as person accounts don’t use the contact record type..
Leave the Record Type Namespace (Contact) field blank.
In Lead Record Type, enter the name of the lead record type you want to map.
For Record Type Namespace (Lead), enter your namespace.
Save your work.

Health Cloud Administration