Give your users a streamlined, guided care program enrollment process. Use Flow Builder to clone and configure the Program Enrollment flow and take advantage of the rich care program management data model.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
Considerations for Program Enrollment
You can enroll a care program enrollee in the same program only once. When you create a program enrollment record for an existing care program enrollee and program combination, the operation fails with this error: The selected enrollee is already associated with the program. Specify another program or enrollee and try again.
This constraint also applies to bulk operations. For example, when you use Data Loader to create program enrollment records for the same care program enrollee and program, the duplicate records fail with the same error. Make sure that each record in your data load has a unique care program enrollee and program combination.
- Configure User Permissions and Sharing Rules
Set up organization-wide default sharing settings and grant specific access to the objects that make up a care program. Create and clone permission sets to give users the correct access to forms and other data. - Create User Records for Care Program Site Participants
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. - Create a Care Program and Add Related Records
To create a care program, define the program and the relationships and activities within it. Also create a care program product and care program provider and other records as needed. - Create a Care Program Goal
Create a Care Program Goal, and associate it with a care program. - Care Program Providers
To help a care team identify the primary healthcare practitioner associated with a care program provider, create an association between the practitioner and the provider. This link also allows the care team to look up all the healthcare practitioners involved with a care program provider. - 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.