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            Create Page Layouts and Record Types for Patients and Providers

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            Create Page Layouts and Record Types for Patients and Providers

            Create multiple record types to offer different business processes, picklist values, and page layouts to different users. For example, differentiate your patient records from your provider records by creating a record type for patient accounts and a record type for provider accounts. You can configure page layouts and assign them to each record type to show different data for your patient versus your provider.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

            When you enable person accounts, a person account layout and a person account record type are created automatically. Create additional page layouts to hold the fields your organization uses for patients and providers. Person accounts have their own page layouts that can include account and contact fields, account custom links, and account and contact related lists. Next, create record types for patients and providers, and then assign the page layouts to the record types.

            1. Create a page layout:
              1. From Setup, go to Object Manager.
              2. In the Quick Find box, enter Person Account, select Person Account, and then select Page Layouts.
              3. Click New.
              4. Select an existing page layout from the dropdown.
              5. Enter a name for the new layout, and then click Save. For example, enter Patient.
              6. Configure the layout to show the fields that your organization uses for patients.
              7. Save your work.
              8. Repeat these steps to create more page layouts as needed; for example, create a page layout for healthcare providers who are solo practitioners.
            2. Create a record type:
              1. From Setup, go to Object Manager.
              2. In the Quick Find box, enter Person Account, select Person Account, and then select Record Types.
              3. Click New.
              4. Select the existing Person Account record type from the dropdown.
              5. Enter a label for the new record type. For example, enter Patient.
              6. Select Active.
              7. Select the profiles for which you want to make this record type available, and then make this the default record type for profiles as needed.
              8. Click Next.
              9. Select a page layout to assign to all the profiles you selected or assign a different page layout for each profile.
              10. Click Save.
              11. Repeat these steps to create more record types as needed; for example, create a record type for healthcare providers who are solo practitioners.

            See Also

             
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