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          Connect a Patient or Member with Another Person

          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.
           
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