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            Configure HCP and HCO Related Lists

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            Configure HCP and HCO Related Lists

            To go to related Institution Doctor accounts from an HCP or HCO, create related lists on the Account and Healthcare Provider pages.

            Required Editions

            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.
            User Permissions Needed
            To configure HCP and HCP related lists: Life Science Commercial Admin permission set
            1. Create a field set in the Healthcare Provider object to define the fields shown in the related list.
              1. From Setup, go to Object Manager, and find and select Healthcare Provider.
              2. Click Field Sets, and then click New. Enter a name and description for the field set.
                For example, Ins_Doc_related_list.
              3. Save your changes.
              4. Drag the fields to show in the related list and drop them to the In the Field Set list.
              5. Save your changes.
            2. Add a related list to the Account page to show the list of Institution Doctor accounts for an HCO.
              1. From Setup, go to Object Manager, and find and select Account.
              2. Click Lightning Record Pages.
              3. Select a page layout.
              4. Click Edit.
              5. Drag the Related List - Life Sciences component on to the record page.
              6. Set component properties.
                • For Object API Name, enter HealthcareProvider.
                • Enter a field set API name. For example, Ins_Doc_related_list.
                • Enter a label API name. For example, Institution Doctor HCPs.
                • For Icon, enter custom:custom15.
                • For Where Clause, enter `ParentOrganizationAccountId='{recordId}' and RecordType.Name = '<InsDocRecordType>'`.

                  Replace <InsDocRecordType> with the Institution Doctor record type that you’ve configured in the admin console.

                • For Relationship Field API Name, enter ParentOrganizationAccountId.
              7. Save your changes.
            3. Add a related list to the Healthcare Provider page to show the list of Institution Doctor accounts associated with an HCP.
              1. From Setup, go to Object Manager, and find and select Healthcare Provider.
              2. Click Lightning Record Pages.
              3. Select a page layout.
              4. Click Edit.
              5. Drag the Related List - Life Sciences component on to the record page.
              6. Set component properties.
                • For Object API Name, enter HealthcareProvider.
                • Enter a field set API name. For example, Ins_Doc_related_list.
                • Enter a label API name. For example, Institution Doctor HCPs.
                • For Icon, enter custom:custom15.
                • For Where Clause, enter `ParentOrganizationAccountId='{recordId}' and RecordType.Name = '<InsDocRecordType>'`.

                  Replace <InsDocRecordType> with the Institution Doctor record type you’ve configured in admin console. See Configure Institution Doctor Record Types.

                • For Relationship Field API Name, enter ParentOrganizationAccountId.
              7. Save your changes.
             
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