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.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

In the Related Accounts tile of the Household tab, click + Add Account.
Select the business that you want to relate to the patient or member. If you can’t find the account name, create an account.
Select the business’s participating role in the account. You can select multiple roles by pressing the Ctrl key while selecting roles.
Don’t edit the person's name in the Contact field.
Save your work.

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