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Configure the Program Enrollment Flow

Use Flow Builder to automate your care program enrollment process. The enrollment flow helps your users select a program, add related products and providers, and capture the participant’s consent.

Required Editions

Available in: Lightning Experience

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

If your enrollment process requires that consent happen apart from enrollment, remove the Enrollment Consent Forms component from the Program Enrollment flow. Create a separate flow that uses the enrollee record and then add the Consent Form List View component to the flow.

Note
Note The Enrollment Consent Forms component is supported only when it's used with the ProgramManagement object. The Microsoft Edge browser isn’t supported for electronic signature capture during consent. Patient enrollment and the review and acceptance of consent documents not requiring a signature are supported in Microsoft Edge.
  1. From Setup, enter Flows in the Quick Find box, select Flows, and then click New Flow.
  2. In New Flow screen, select All + Template.
  3. Select the Program Enrollment flow type, and click Next.
  4. The elements for a basic enrollment and consent flow appear in the builder.
    Drag any additional elements you want to use onto the canvas.
  5. Select each of the flow elements and configure the screen properties.
  6. Save your flow.
  7. Add the Enroll in Program quick action to a record page.
    Note
    Note If you work in a Health Cloud org that was created before Winter ’20, add the Enroll in Program quick action to the Person Account or Account page layout. Newer orgs that use the delivered flow and page layout without making any changes don’t require this step.
    1. From the object management settings for Person Account, go to Page Layouts and select Person Account Layout.
    2. If the buttons in the Salesforce Mobile and Lightning Experience Actions section aren’t visible, click override the predefined actions.
    3. Click Mobile & Lightning Actions.
    4. Drag the Enroll in Program action into the Salesforce Mobile and Lightning Experience Actions section.
      Note
      Note Under Quick Actions, there’s an Enroll in Program action, but it isn’t supported in the Lightning app. Make sure to use the Enroll in Program action found in the Mobile & Lightning Actions section.
    5. Save your changes.