Turn on Person Accounts in Health Cloud

After you enable Person Accounts in your org, and if you’ve installed the Health Cloud managed package, update the Use Person Accounts custom setting so that you can use person accounts to represent patients and members in Health Cloud. Then assign the Person Account record type to user profiles to fully enable person accounts.

Required Editions

Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

Note Enable Person Accounts in your org before updating this setting.

1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
2. In the list of custom settings, click Manage next to the Use Person Account custom settings.
3. Click Edit next to Use Person Account.
4. Select Enable.
5. Save your changes.
6. From Setup, find and select Profiles, and then assign the Person Account record type to each user profile.
   1. In the Record Type Settings for each profile, find and edit the Accounts entity.
   2. Move the Person Account record type from Available Record Types to Selected Record Types.
   3. In the Business Account and Person Account Default Record Types section, verify the Person Account Default Record Type dropdown has Person Account selected, and then verify the Business Account Default Record Type dropdown has a value other than --Master-- selected.

See Also

• Assign Record Types and Page Layouts