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            Configure the Person Account Page Layout for the Behavioral Health App

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            Configure the Person Account Page Layout for the Behavioral Health App

            Customize the Person Account record page with content relevant to behavioral health specialists and then set the page as the default person account page for the Behavioral Health app. In the Behavioral Health app, behavioral health specialists can capture clinical notes, verify the member’s insurance plan details, and view clinical service requests and medication statements at a glance.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use the Behavioral Health app: Health Cloud Behavioral Health App permission set

            You turn on person accounts when you set up Health Cloud. Person accounts pull information from both Account and Contact fields (including first and last names, and email address) and present it as one record in Health Cloud.

            1. Customize the Person Account record page with content relevant to behavioral health specialists.
              1. From Setup, in Object Manager, find and select Person Account.
              2. Click Page Layout, and then click Person Account Layout.
              3. Click Fields.
              4. Move Gender and Birthdate to the editable part of the page.
              5. Click Related List.
              6. Move Clinical Service Requests, Medication Statements, Member Plans, and Notes to the editable part of the page. The Notes related list is only available if you've already enabled Notes in your org.
              7. Save your changes.
            2. Set your customized Person Account page layout as the default for the Behavioral Health app.
              1. From the App Launcher, find and select Accounts.
              2. Open any person account record.
              3. Click Gear, and then click Edit Page.
              4. Click Save and then click Activation.
              5. In the Activation: Account Record Page window, go to the App Default tab.
              6. Click Assign as App Default.
              7. In the Select Apps window, click Behavioral Health App.
              8. Click Next, click Next again, and then Save.

            See Also

             
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