---
schema_version: "1"
id: 968fa9db6fe14781bf23bfd878d05e32d7ca2cb1945fffcf8b09d174d39a0b02
title: Add Picklist Values and Page Layouts for CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_wave_upgrade_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_wave_upgrade_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 052d0df19b36b160be6a22c606b1be4ba71b9da42ee6fd9ac3ae2cf612985e43
description: "When you upgrade an existing Health Cloud org to use Analytics for Health Cloud: Risk Stratification, you must add extra picklist values to the Account record type. Also, make sure to add extra fields to the page layouts for objects that are used to calculate patient risk scores."
products:
  - Health
release: "264"
---
# Add Picklist Values and Page Layouts for CRM Analytics

When you upgrade an existing Health Cloud org to use Analytics for Health Cloud: Risk Stratification, you must add extra picklist values to the Account record type. Also, make sure to add extra fields to the page layouts for objects that are used to calculate patient risk scores.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <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>
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1. Add the custom picklist fields to the Account record type.
    1. From the object management settings for Accounts, go to **Record Types**.
    2. Select the **Person Account** record type.
    3. Click **Edit** for the following picklists and select all available values.
        
         
        | Field | Values |
        | --- | --- |
        | Enrollment Type | Dual, NonDual, FBDual, ESRD |
        | Medicare Enrollee | New Enrollee, Continued |
        | OREC | Age, Disabled |
    4. Save your work.
2. Add extra fields to the page layouts for the following objects. You can access the page layout from the object management settings for the object.
    
     
    | Objects | Fields to Add |
    | --- | --- |
    | Account (Patient Layout) | Disabled, Enrollment Type, Institution, Low Income, Medicaid Eligibility Status, Medicare Enrollee, OREC |
    | EHR Encounter | Hospitalize Period End, Hospitalize Period Start, Period End |
    | EHR Conditions | Code Label, Encounter, Source System Modified, Year Documented |
    | Contact (Patient Layout) | Gender |