Create user records that include permission for participants to log in to a site in
order to review and consent to the related forms. Person accounts store information about specific
people by combining certain account and contact fields into one record. Person accounts are the
recommended record types for care plan participants.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
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Make sure to enable Experience Cloud in your org.
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From the App Launcher, find and select Accounts.
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To open a patient’s record page, click the name of a patient
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Click
, and select Enable Customer
User.
This option opens a new user record in your Salesforce org with some details prepopulated
from the contact record.
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Edit the user record for this external user and assign the Customer Community Plus license
and the cloned Customer Community Plus profile.
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Click Save.
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Select Permission Sets and add the cloned Health Cloud Starter (for
Life Sciences Cloud) or Health Cloud Foundation (for Health Cloud) permission set and the
permission set you created to manage access to consent forms.
