Health Cloud Administration
jConfigure the Person Account Page Layout for the Behavioral Health App
In the Behavioral Health app, behavioral health specialists can capture clinical notes,
verify the member’s insurance plan details, and view clinical service requests and medication
statements at a glance.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use the Behavioral Health app: | Health Cloud Behavioral Health App permission set |
You turn on person accounts when you set up Health Cloud. 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.
We recommend you configure the Person Account page layout as part of the Behavioral Health App guided setup. From Setup, in the Quick Find box, enter Behavioral Health App Settings, and then select Behavioral Health App Settings. When you get to the steps about configuring the Person Account page layout, follow these guidelines.
-
Customize the Person Account record page with content relevant to behavioral health
specialists.
- From Setup, in Object Manager, find and select Person Account.
- Click Page Layout.
- Click Person Account Layout.
- Click Fields.
- Move Gender and Birthdate to the editable part of the page.
- Click Related List.
- Move Notes, Clinical Service Requests, Medication Statement, and Member Plan to the editable part of the page.
- Save your changes.
-
Set your customized Person Account page layout as the default for the Behavioral Health
app.
- From the App Launcher, find and select Accounts.
- Open any person account record.
-
Click
, and then click
Edit Page.
- Click Save and then click Activation.
- In the Activation: Account Record Page window, go to the App Default tab.
- Click Assign as App Default.
- In the Select Apps window, click Behavioral Health App.
- Click Next, click Next again, and then Save.