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            Connect a Patient or Member with a Business

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            Connect a Patient or Member with a Business

            Sometimes managing a patient or member means that you also engage with related businesses, like medical supply companies or an insurance carrier. When you add these businesses to the householding map, you have this information at your fingertips.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            • Create a Business Account
              Create a business account before you add it to the Related Accounts card on the householding map.
            • Add a Business to the Map
              Create an account record for a related business before you add it to the map. You can also add relationships that the person has as related accounts and related contacts.
            • Account Fields
              Your page layout and field-level security settings determine which account fields are visible and editable. Here are the most common account fields used in business and household accounts.
             
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            Salesforce Help | Article