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            Affiliated Account Summary

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            Affiliated Account Summary

            The Affiliated Account Summary modal provides a customizable view that surfaces essential information about affiliated accounts. Users get immediate access to key details without having to navigate away from their current screen. The feature also includes a quick action button to help users create a visit directly from the summary.

            Required Editions

            Note
            Note Healthcare Provider (HCP) details are shown in the account summary only if the HCP is the primary provider for the account. Address details for an account are shown only if these two conditions are met: the account has an active provider account territory info (PATI) record, and it's linked to an active user territory record. The address is fetched from the preferred address field of the PATI record, which stores the associated contact point address.
            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            On the web, the Affiliated Account Summary modal only displays information related to the account. On the iPad, the Affiliated Account Summary modal consists of two tabs: Account and Account Plans.

            Account tab

            Both the default modal on the web and the Account tab on the mobile show account details and a "New Visit" quick action button. If needed, you can tailor the information that's shown in the Account tab by editing the Account Summary Columns field set on the Healthcare Provider and Contact Point Address objects. Before you add fields to the field set, make sure that the user has the approriate access.

            Account Plans tab

            On the iPad, the Account Plans tab displays the list of active account plans associated with the account, if any. However, as a prerequisite, you must set up object metadata cache settings for account plans.

             
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