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            Create a Barrier

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            Create a Barrier

            When you receive new information about a challenge that a patient or member faces, you capture the information in a barrier card. Within the barrier record, you can select the type of barrier you’re entering. Then, add important information such as the person’s name, the status and priority of the barrier, the related case, and the effective dates. Barriers appear in the component in the order you create them. So the newest barrier appears first.

            Required Editions

            Add the Care Determinants Component on the account’s record page using Lightning App Builder.

            User Permissions Needed
            To create a care barrier Read, Create, and Edit on Care Barrier
            Read, Create, and Edit on Care Barrier Type
            Read and Edit on Account
            To relate a social determinant to a barrier Read, Create, and Edit on Care Barrier Determinant
            Read, Create, and Edit on Care Determinant
            Read, Create, and Edit on Care Determinant Type
            1. From the account’s record page, scroll down to Barriers. In the search box, enter the name of the barrier you want to find. If you can’t find it, you can add a barrier by clicking New Barrier.
            2. In Care Barrier Type, select an existing care barrier type. To create a care barrier type, click New Care Barrier Type.
            3. Enter a name for the barrier. This text appears as the heading of the barrier card or the title of the barrier if your organization shows in a list.
            4. Make sure the patient or member associated with the barrier is selected.
            5. Select a status for the barrier. Your Salesforce admin can configure the app so that only open barriers appear in the record.
            6. Select a priority for the barrier.
            7. To make the barrier type available to use, select Active.
            8. Search for the case or the account that this barrier is associated with.
            9. Optionally, select the date from when the barrier is no longer in effect.
            10. Optionally, select the date from when the barrier goes into effect.
            11. In Related Social Determinants, select at least one social determinant that is related to the barrier.
            12. To save the barrier and create related intervention tasks, click Save Barrier and Add Interventions. To save only the barrier, click Save Barrier.
             
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