Referral Management with Leads and Opportunities (Managed Package Feature)
Prior to Winter ‘24, users can track and prioritize referrals by using Lead and
Opportunity objects with custom fields included in Health Cloud packaged components.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
Important Instead of using Lead and Opportunity objects to manage referrals, use
the Clinical Service Request object and automation tools built for the FHIR R4-aligned
Clinical Data Model. To benefit from new and enhanced referral management features in the
future, you must use objects in the Clinical Data Model.
Create a Trigger to Maintain Lead Visibility Add a trigger that grants sharing access to the person who created the lead even when they’re no longer the lead’s owner. Granting sharing access enables the lead’s creator to track the referral after it’s converted to an opportunity.
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