Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Add Picklist Values and Page Layouts for CRM Analytics

You are here:

  1. Salesforce Help
  2. Docs
  3. Health

Add Picklist Values and Page Layouts for CRM Analytics

When you upgrade an existing Health Cloud org to use Analytics for Health Cloud: Risk Stratification, you must add extra picklist values to the Account record type. Also, make sure to add extra fields to the page layouts for objects that are used to calculate patient risk scores.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
  1. Add the custom picklist fields to the Account record type.
    1. From the object management settings for Accounts, go to Record Types.
    2. Select the Person Account record type.
    3. Click Edit for the following picklists and select all available values.
      Field Values
      Enrollment Type Dual, NonDual, FBDual, ESRD
      Medicare Enrollee New Enrollee, Continued
      OREC Age, Disabled
    4. Save your work.
  2. Add extra fields to the page layouts for the following objects. You can access the page layout from the object management settings for the object.
    Objects Fields to Add
    Account (Patient Layout) Disabled, Enrollment Type, Institution, Low Income, Medicaid Eligibility Status, Medicare Enrollee, OREC
    EHR Encounter Hospitalize Period End, Hospitalize Period Start, Period End
    EHR Conditions Code Label, Encounter, Source System Modified, Year Documented
    Contact (Patient Layout) Gender
 
Loading
Salesforce Help | Article