---
schema_version: "1"
id: 0e10d1fdb5f3e113f43a095c8a9a704a121683e0645f304ecde7a98b740396ad
title: Create Page Layouts and Record Types for Patients and Providers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_person_account_page_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_person_account_page_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0cd21c9d896ace726fcd7550b0e13c3eb9638a161449c367a01ee2f80b8a407
description: Create multiple record types to offer different business processes, picklist values, and page layouts to different users. For example, differentiate your patient records from your provider records by creating a record type for patient accounts and a record type for provider accounts. You can configure page layouts and assign them to each record type to show different data for your patient versus your provider.
products:
  - Health
release: "264"
---
# Create Page Layouts and Record Types for Patients and Providers

Create multiple record types to offer different business processes, picklist values, and page layouts to different users. For example, differentiate your patient records from your provider records by creating a record type for patient accounts and a record type for provider accounts. You can configure page layouts and assign them to each record type to show different data for your patient versus your provider.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
            </td>

          </tr>
        </tbody>
      </table>

When you enable person accounts, a person account layout and a person account record type are created automatically. Create additional page layouts to hold the fields your organization uses for patients and providers. Person accounts have their own page layouts that can include account and contact fields, account custom links, and account and contact related lists. Next, create record types for patients and providers, and then assign the page layouts to the record types.

1. Create a page layout:
    1. From Setup, go to Object Manager.
    2. In the Quick Find box, enter Person Account, select **Person Account**, and then select **Page Layouts**.
    3. Click **New**.
    4. Select an existing page layout from the dropdown.
    5. Enter a name for the new layout, and then click **Save**. For example, enter Patient.
    6. Configure the layout to show the fields that your organization uses for patients.
    7. Save your work.
    8. Repeat these steps to create more page layouts as needed; for example, create a page layout for healthcare providers who are solo practitioners.
2. Create a record type:
    1. From Setup, go to Object Manager.
    2. In the Quick Find box, enter Person Account, select **Person Account**, and then select **Record Types**.
    3. Click **New**.
    4. Select the existing Person Account record type from the dropdown.
    5. Enter a label for the new record type. For example, enter Patient.
    6. Select **Active**.
    7. Select the profiles for which you want to make this record type available, and then make this the default record type for profiles as needed.
    8. Click **Next**.
    9. Select a page layout to assign to all the profiles you selected or assign a different page layout for each profile.
    10. Click **Save**.
    11. Repeat these steps to create more record types as needed; for example, create a record type for healthcare providers who are solo practitioners.

#### See Also

- [_Salesforce Help:_ Configure Health Cloud Profiles](https://help.salesforce.com/s/articleView?id=ind.admin_sys_admin_profile.htm&release=264.0.0&type=5 "Your org includes several standard profiles where you can edit a limited number of settings. You can assign these standard Salesforce profiles to your users. If you need custom profiles to extend visibility and provide access to certain objects, clone a standard profile and edit it to meet your organization’s needs. You can also adjust users’ profiles to determine their access to fields.")
- [_Salesforce Help_: Assign Record Types and Page Layouts in Profiles](https://help.salesforce.com/s/articleView?id=platform.users_profiles_record_types.htm&type=5&language=en_US)