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.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

The Profile Card (ContactCenterforHealthCloudProfileCard) presents basic information such as name and age, and contact information.

Profile Card configured in the Contact Center.

The Member Plan Flexcard provides information about the patient’s insurance plans. The Member Plan Flexcard consists of two Flexcards:

  • HealthCloudContactCenterMemberPlanList: Collates all of a member’s insurance plans. This is a parent card under which HealthCloudContactCenterMemberPlanDetail is nested.
  • HealthCloudContactCenterMemberPlanDetail: Contains information about each member plan, including the effective start and end dates, the member number and issuer number.

Member Plan Card configured on the Contact Center.

Component or Object FlexCard Omnistudio Data Mapper
Profile ContactCenterforHealthCloudProfileCard ContactCenterforHealthCloudRetrieveProfileCard
Member Plans HealthCloudContactCenterMemberPlanList —
Member Plan Details HealthCloudContactCenterMemberPlanDetail HealthCloudContactCenterRetrieveMemberPlan