Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add the Care Plan Interface to Record Pages

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Add the Care Plan Interface to Record Pages

            To give your users quick access to care plans, add the IndustriesHCCarePlanManager Omnistudio Flexcard to the person account, case, or clinical service request record pages. Flexcards display contextual information in an at-a-glance format and provide access to relevant tasks for the displayed data.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To modify pages: Customize Application
            1. Open a person account, case, or clinical service request record page in the Lightning App builder.
            2. Place the Flexcard component at an appropriate spot on your page layout.
              Tip
              Tip We recommend you create a dedicated tab on your page for this Flexcard and place it inside that tab.
            3. Select the Flexcard component you placed on the page.
            4. In the component properties pane, enter IndustriesHCCarePlanManager in the Flexcard Name field.
            5. In the Decision Table Name field, enter the API name of your response recommendations decision table.
            6. Save and activate the page.
             
            Loading
            Salesforce Help | Article