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            Enroll a Participant in a Care Program

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            3. Administer Life Sciences Cloud

            Enroll a Participant in a Care Program

            It’s quick and easy to enroll someone in a care program and capture their consent to participate.

            Required Editions

            Available in: Lightning Experience

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

            Screenshot of completed patient consent form.

            1. From the Detail page of a participant’s Person Account record, select Enroll in Program.
            2. Select the care program from the list of available programs.
            3. Click Next.
            4. Select the products that are related to the program and click Next.
              To filter the list to see only the products you’ve selected, click Show Selected.
            5. Select the providers associated with the product and click Next.
              If the product doesn’t have an associated provider, you can skip it and click Next.
            6. Review the products and providers associated with the program.
              You can navigate to previous screens, and make changes, if necessary.
            7. Click Enroll.
            8. If the participant is present with you, have them review any related consent forms by selecting the name of the form.
            9. Have the participant sign in the signature box and click Consent for forms that require a signature or click Accept for forms that are informational only.
            10. Click Finish.
            Note
            Note When the participant isn’t physically present, they can log into the Experience Cloud site and see which programs have forms to review and to provide consent for. The care program card indicates that there are forms to review. When the participant selects the card, the Care Program Enrollee page opens so that they can review forms and provide consent, if necessary.
             
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