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            Create a Contact

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            Create a Contact

            Create a contact record for household members or other people who are related to the patient.

            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.
            2. In Lightning Experience, click + New Contact in the Related Contact picklist. In Salesforce Classic, click New.
            3. Select the Person Account record type.
              Business and Household record types are for creating accounts, not creating contacts.
            4. Click Next.
            5. Enter the contact’s last name.
            6. Enter the contact information that your company uses to manage contacts.
            7. Save your work.
            8. Select the related role that the person plays in relationship to the patient.
            9. Make the record active.
            10. Save your work.
             
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