Help contact center agents view the member’s insurance plan details and medication
statements at a glance in the Contact Center. Add important fields like Gender and Birthdate to
the person account page layout so that they show up in the Profile card. Add Medication Statements
and Member Plans to the person account record’s related lists.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions Needed |
| To use the Contact Center for Health Cloud |
Contact Center for Health Cloud permission set |
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In Setup, go to Object Manager.
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Select Person Account, and then select Page Layouts.
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Click Person Account Layout.
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Move the Gender and Birthdate fields to the editable part of the page.
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Click Related Lists.
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Move the Medication Statements, Member Plans, and Service Appointments related lists to the
editable part of the page.
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Save your changes.
