The roles that people have in the healthcare world are incredibly varied. So you have
the flexibility to change the standard Health Cloud roles to ones that reflect how your
organization works.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
What if your organization is an extended care facility and calls the people you manage
residents rather than patients? Or instead of care coordinators, you have case managers who
interact with patients or members. It’s easy to change the text that appears throughout the
app.
From Setup, in the Quick Find box, enter Custom Metadata, then
select Custom Metadata Types.
Select Manage Records, next to Health Cloud
Setting.
Select the label you want to change and click Clone.
For example, Careplan Role Care Coordinator.
Note Care
Management doesn't support a custom care team role label for Careplan Role
Patient.
Modify the Setting Value field to reflect your customized role name, and select
Active.
When you activate your customized role name, it deactivates the original
setting.
Save your changes.
Note When you change the role settings, make sure to also update the corresponding roles
in the Assigned To picklist for the Care Plan Template Task object. When you change role names,
existing tasks retain the original role names in the Assigned to field. You can edit these tasks
to change to the new name.
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