Loading
Ongoing maintenance for Salesforce HelpRead More
Administer Health Cloud
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Add a Contact to the Map

          Add a Contact to the Map

          Add people who have a role to play in the patient’s healthcare, but aren’t a member of a household or care team.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud

          User Permissions Needed
          To edit patient relationships: Health Cloud Standard
          1. In the Related Contact tile of the Household tab, click + Add Contact.
            If you can’t find the name of the person, create a contact.
          2. Don’t edit the patient’s name in the Contact field.
          3. For the Related Contact, select an existing contact.
          4. In the Related Role field, select the new contact’s participating role in relationship to the patient.
            In Lightning Experience, you can select multiple roles for a contact. Customize the roles in the picklist by editing the field.
          5. Make the record active, and save your work.
           
          Loading
          Salesforce Help | Article