Skip Navigation

Give Users Access to Health Cloud Surveys

Enable care coordinators to send surveys to patients and other care team members.

Available in: Enterprise and Unlimited Editions with Health Cloud

Give your users access to surveys by adding a subtab in the patient record.
1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
2. Click Manage next to Card View Dropdown.
3. Create an item in your Patient Card view by clicking New.
  Enter values as follows:
  
  Name
  
  Name of the parent category that contains child menu navigation items. Enter a name, such as Surveys.
  
  Category Label
  
  Choose a label. You can use the same value as the Category Name.
  
  Category Name
  
  If you have many subtabs, enter a parent category name to help users find this child menu item. The category name is just a heading and isn’t a clickable navigation link. For example, Engagement.
  
  Default Subtab
  
  Select Default Subtab if you want this item on all dropdowns you create in Health Cloud.
  
  URL Parameter
  
  Leave blank.
  
  Tab Type
  
  Enter Subtab.
  
  Subcategory Name
  
  Enter a name for the clickable link that opens the page or tab. Use the same value you chose for the Name field.
  
  Subcategory Label
  
  Choose a label, preceded by Tab_. Use the same value you chose for Subcategory Name. For example: Tab_Survey
  
  Subtab Sort Order
  
  Enter a numerical value to indicate where on the list this item appears. Higher numbers appear lower on the list.
  
  Page Type
  
  Enter VFPage.
  
  URL
  
  Enter /apex/HealthCloudGA__HcSurveyPage.