Help your pharmacists record the reasons why their patients opted out of a medication
therapy management care program. Patients can temporarily or permanently opt out at any time, so
it’s important to understand and track the reason why.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions
Needed |
| To configure the opt-out reasons: |
Create and Edit on Care Program Enrollee object |
Depending on your organization’s business needs, configure appropriate opt-out reasons.
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From Setup, open the Object Manager, and go to the Care Program Enrollee object.
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Under Fields & Relationships, click Opt Out Reason
Type.
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Click New in the Opt Out Reason Type Picklist Values
section.
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Enter a list of reasons that suit your needs. Enter each value on its own line.
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Save your changes.
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Under Page Layouts, verify if the Opt Out Reason Type field is visible on the Care
Program Enrollee page layout. If it isn't, add it to the page layout.
Now, when a patient opts out from the program, your pharmacists can go to the
corresponding Care Program Enrollee record and select one of the defined reasons from the
Opt Out Reason Type picklist.
