Health Cloud Administration
jEnable Contacts to Relate to Multiple Accounts
Relate a single contact to multiple accounts so you can easily track the relationships
between people and organizations. For example, a care provider who is represented as a contact can
be related to an organization's primary account as well as to a patient’s person account
record.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
Since Health Cloud uses person accounts to represent patients, you must enable the setting that allows a contact to be related to multiple accounts. By enabling the contacts to be shared with multiple accounts, you ensure that person accounts are available to use in your org.
- From Setup, in the Quick Find box, enter Account Settings, and then select Account Settings
- Select Edit.
- In the Contacts to Multiple Accounts Setting section of the page, select the checkbox for Allow users to relate a contact to multiple accounts.
- Save your changes.