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Flexcards for the Contact Center

The contact center uses Flexcards to provide contact center agents with critical information about the patient’s details, health information, and insurance plan. Flexcards are customizable templates that you can configure and stylize.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
Note
Note The Omnistudio Admin license is required to customize Flexcards.

The Account Record Page Contact Center record page layout already includes these Flexcards: Advanced Patient Card (HealthCloudPtCardPatientCard), Profile Card (ContactCenterforHealthCloudProfileCard), and Member Plan Card (HealthCloudContactCenterMemberPlanList).

  • Advanced Patient Card for Contact Center
    In the Contact Center, Advanced Patient Card is an interactive Flexcard that contact center agents can use to review and create records about a patient’s health. The Account Record Page Contact Center record page layout already includes this Flexcard.
  • Profile Card and Member Plan Flexcards for Contact Center
    In the Contact Center, Profile Card and Member Plan Flexcards provide a quick summary of member information and insurance plan details. The Account Record Page Contact Center record page layout already includes these Flexcards.

See Also