You can customize the fields that appear on the list view that care coordinators use to convert candidate patients to patients in Health Cloud.
Use field sets to add new fields or change the order of existing fields used in the candidate patient list view.
From Setup, enter Objects in the Quick Find box, then select Objects.
On the Custom Object page, select the Candidate Patient custom object.
Scroll to the Field Sets section and click Edit next to the Candidate Patient List View.
Drag and drop the fields you want to display on the Candidate Patients list view.
The following fields must be included in the field set and should not be deleted:
- Record ID (Id)
- Name (Name__c)
- Patient Account (AccountId__c)
- Patient Account Name (AccountId__r.Name)
- Patient Account Primary Contact (AccountId__r.PrimaryContact__c)