---
schema_version: "1"
id: 4e761dcb04c0713e20d887091d29e99212d0296a557f5347f894bdcac9769d20
title: Manage Program-Patient Affiliations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_program_patient_affiliation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_program_patient_affiliation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 27b0fda405a9c1e7b21c6086a4f5eed27d8971a09ccffb4d335b53d2ea3eb762
description: Manage the associations between patients and the programs they’re enrolled in. This record can also link a person with the providers who care for them within their enrolled programs. Implement a custom integration or use Data Loader to import historical medical records from the EHR system. Then map the imported data to the fields that appear in this tab.
products:
  - Health
release: "264"
---
# Manage Program-Patient Affiliations

Manage the associations between patients and the programs they’re enrolled in. This record can also link a person with the providers who care for them within their enrolled programs. Implement a custom integration or use Data Loader to import historical medical records from the EHR system. Then map the imported data to the fields that appear in this tab.

### 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</p>
            </td>

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

At a minimum, you must populate the Program ID, Account ID, and Is Active fields for each record.

1. From the Health Cloud - Admin Home page, select the Program Patient Affiliation tab, and click **New**.
2. Enter the following:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113190e89">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113190e92">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Patient</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Lookup field to Account.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Program</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Program in which the person is enrolled.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Provider</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Name of the physician or other health care provider. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Status</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Status of the person's Medicare Chronic Care Management (CCM) program. </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Start Date</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Date when the person's enrollment in the program starts.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">End Date</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Date when the person's enrollment in the program ends.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Is Active</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">Indicates whether the enrollment of the person in the associated program is active.
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e89 ">
                  <samp class="parmname">Recalculate?</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d113190e92 ">
                  <p>Indicates whether new and relevant information about the person has been received that
                    triggers a recalculation of the appropriate program metrics.</p>
                  <div>
                    <p>Changes to the following fields trigger a recalculation of a patient’s risk score.</p>
                    <ul>
                      <li>Account: Disability, Enrollment Type, Institution, Medicaid, and OREC. </li>
                      <li>Contact: Birthdate and Gender. </li>
                      <li>EHR Condition: Date Asserted, Encounter, and Source System Modified. Adding or
                        deleting an EHR Condition record also triggers a recalculation.</li>
                      <li>EHR Encounter: Hospitalize Period End, Hospitalize Period Start, Period End, and
                        Period Start.</li>
                    </ul>
                  </div>
                </td>

              </tr>
            </tbody>
          </table>
3. Click **Save**.

#### See Also

- [Salesforce Help: Data Loader](https://help.salesforce.com/s/articleView?id=xcloud.data_loader_about.htm&type=5&language=en_US)