Loading
Sommario
Filtra per (0)Aggiungi
Seleziona filtri

          Nessun risultato
          Nessun risultato
          Ecco alcuni suggerimenti per la ricerca

          Controlla l'ortografia delle parole chiave.
          Usa termini di ricerca più generici.
          Seleziona meno filtri per ampliare la tua ricerca.

            Cerca in tutta la Guida di Salesforce
            Cerca in tutta la Guida di Salesforce
            Connect a Patient or Member with Another Person

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Connect a Patient or Member with Another Person

            Add a caretaker, doctor, case worker, or other professional as a related contact. First, you create an account for the contact, because every contact belongs to an account in Salesforce. Then associate the person as a contact with the patient or member.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            • Create a Contact
              Create a contact record for household members or other people who are related to the patient.
            • 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.
            • Contact Fields
              Your page layout and field-level security settings determine which contact fields are visible and editable. Here are the most common contact fields used to relate contacts to a patient.
             
            Caricamento
            Salesforce Help | Article