Configure the Person Account Page Layout for Contact Center
Help contact center agents view the member’s insurance plan details and medication
statements at a glance in the Contact Center. Add important fields like Gender and Birthdate to
the person account page layout so that it shows up in the Profile card. Add Medication Statement
and Member Plans to the person account record’s related lists.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
User Permissions Needed
To use the Contact Center for Health Cloud
Contact Center for Health Cloud permission set
In Setup, go to Object Manager.
Select Person Account, and then select Page Layouts.
Click Person Account Layout.
Move the Gender and Birthdate fields to the editable part of the page.
Click Related Lists.
Move the Medication Statements, Member Plans, and Service Appointments related lists to the
editable part of the page.
Save your changes.
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