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            Configure Reasons for Care Program Opt-Out

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            Configure Reasons for Care Program Opt-Out

            Help your pharmacists record the reasons why their patients opted out of a medication therapy management care program. Patients can temporarily or permanently opt-out at any time, so it’s important to understand and track the reason why.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To configure the opt-out reasons: Create and Edit on Care Program Enrollee object

            Depending on your organization’s business needs, configure appropriate opt-out reasons.

            1. From Setup, open the Object Manager, and go to the Care Program Enrollee object.
            2. Under Fields & Relationships, click Opt Out Reason Type.
            3. Click New in the Opt Out Reason Type Picklist Values section.
            4. Enter a list of reasons that suit your needs. Enter each value on its own line.
            5. Save your changes.
            6. Under Page Layouts, verify if the Opt Out Reason Type field is visible on the Care Program Enrollee page layout. If it isn't, add it to the page layout.
              Now, when a patient opts out from the program, your pharmacists can go to the corresponding Care Program Enrollee record and select one of the defined reasons from the Opt Out Reason Type picklist.
             
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