You are here:
Create Patients from Leads
Create patients from leads that are already in Salesforce.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To convert leads: | Convert Leads |
The Lead list view shows all the lead records that your company has created in Salesforce or imported into Salesforce through integration with an EHR system.
You can create patients from the Health Cloud console. You can also use the Health Cloud - Worklist app.
- From the worklist or the console, select Leads.
- In the Lead Views section, select a list view from the dropdown list to go directly to that list page, or click Create New View to define your own custom view.
- Select one or more lead records to convert into patient records.
- Click the Convert to Patient button.
-
Review any duplicate patients. If there are no duplicates, click
Next.
Before converting a lead, Salesforce checks for and lists records that contain duplicate values. The values in the Source System ID, Source System, and Medical Record Number fields must be unique. Also, the values in these fields can’t be associated with an existing Account record and must be associated with a valid record type. Duplicate records must be resolved before they can be converted.
You can still continue with the conversion process for leads without duplicates. Make note of which records need correcting, continue with conversion process, and correct the duplicates later, typically in the source system.
-
Optionally, type a name in the text box to search for and select the name of the care
coordinator to assign to the patients.
Note If you don’t assign a care coordinator during this step, you can assign one later in the Case Team section of the Care Plan case record. You can also have your admin create automatic case assignment rules.
- Click Next.
-
If your admin has enabled you to create multiple care plans, select the record type to use
for the primary care plan.
A primary care plan is created for every patient during the conversion process and added to the patient account. If your admin has enabled the ability to create multiple care plans, you can add other care plans in the future.
The Care Plan field on Account is automatically populated at the time of initial conversion. Your admin can set up a different process for updating that field, and create workflows for managing multiple open and closed care plans.
- Review the list of patients and the assigned coordinator, if one is assigned, and click Convert to finalize the conversion process.
