Set Up Person Accounts to Represent Health Cloud Members and Patients

Person accounts store information about specific people by combining certain account and contact fields into a single record. Person accounts are accounts that can also be used as contacts in many situations. However, person accounts differ from business accounts and contacts in certain key areas, and have unique considerations.

Enable Person Accounts for Use in Health Cloud
Turn on person accounts so that you can use them to represent patients and members in your Health Cloud org.
Turn 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.
Map Person Accounts in Health Cloud
With person accounts enabled, configure a default mapping record to create patients or members in Health Cloud.
Create a Page Layout for Person Accounts
Create a page layout to hold the fields your org uses for patients or members. Person accounts have their own page layouts that can include account and contact fields, account custom links, and account and contact related lists.
Customize the Patient Details Tab for Person Accounts (In Classic)
Set up the patient details tab to help users find all the patient information they need at a glance.

Health Cloud Administration

See Also