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            Add a Contact to the Map

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            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.
             
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            Salesforce Help | Article