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            Add a Patient, Identifier, Contact Point Phone, Contact Point Email, and Contact Point Address

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            Add a Patient, Identifier, Contact Point Phone, Contact Point Email, and Contact Point Address

            In pharmacy benefits verification, patients are represented as a person account. Create a person account to represent the patient, its identifier, contact point phone, contact point email , and contact point address. Identifiers are required for each patient to get their patient ID.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To create an account:

            Health Cloud Starter (for Life Sciences Cloud) permission set

            OR

            Health Cloud Foundation (for Health Cloud) permission set
            To create identifier records: Manage Pharmacy Benefits Verification permission set
            To create contact point address, contact point email, and contact point phone records: Manage Pharmacy Benefits Verification permission set

            Before you create a person account, make sure you add Gender and Birthdate fields on the Person Account page layout. And before you create contact point phone, contact point email, and contact point address, make sure you add them to the related list of Person Account page layout.

            1. From the App Launcher, find and select Accounts.
            2. Click New.
            3. Select Person Account as the record type, and click Next.
            4. Enter the first and last name.
            5. Enter the birthdate.
            6. Enter the gender.
            7. Enter the phone.
            8. Save your changes.
            9. Create an Identifier.
              1. In the Identifiers related list, click New.
              2. In ID Value, enter the value specific to your country or region.
              3. Enter the source system.
              4. Save your changes.
            10. Create a Contact Point Address.
              1. In the Contact Point Addresses related list, click New.
              2. Enter the name.
              3. Enter the city.
              4. Enter the state.
              5. Enter the country.
              6. Enter the postal code.
              7. Save your changes.
            11. Create a Contact Point Phone.
              1. In the Contact Point Phone related list, click New.
              2. Enter the phone type.
              3. Enter the telephone number.
              4. Save your changes.
            12. Create a Contact Point Email.
              1. In the Contact Point Email related list, click New.
              2. Enter the email address.
              3. Select Is Primary if this is a primary contact point email.
              4. Save your changes.

            See Also

             
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