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Create Care Program Enrollee

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Create Care Program Enrollee

Create a Care Program Enrollee for the financial assistance program. You can create a care program enrollee directly from the Care Program Enrollee object or from the Care Program Enrollee Product object.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
User Permissions Needed
To create a care program enrollee:

Manage Financial Assistance Program permission set

AND

Health Cloud Starter permission set OR Health Cloud Foundation permission set
  1. From the App Launcher, find and select Care Program Enrollees.
  2. Click New.
  3. Enter the name for the care program enrollee.
  4. Select the account of the enrollee.
  5. Select the care program.
  6. Save the details.
 
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