Adapt the Patient Card in the Console

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe the contents of the patient card.
  • Identify what you can customize on the patient card.
  • Add new fields to the patient card.

Patient Display Summary

Harryette knows that care coordinators regularly use the patient card in the Health Cloud console for a quick view of information related to the patient. A patient’s data is displayed in three sections in the console: Patient Navigation, Patient Info, and the Patient Card.

Patient Summary includes Patient Navigation, Patient Info, and Patient Card.

  • The Patient Navigation menu (1) lets care coordinators navigate to the pages they need straight from the patient card. Harryette can customize the items that appear in the navigation menu. For example, she can add navigation items to one of the default menu categories, or she can add a category with new child navigation options.
  • The Patient Info section (2) provides basic identification information about the patient, such as birthday and gender, and a thumbnail photo, if one is available.
  • The section labeled Patient Card (3) contains contact information and medical record fields. By default, this section shows details such as medications and allergies. Harryette can customize this list and add fields from the source record system.

The Patient Card

Patient cards display summary medical information at a glance. Frozen on the left-hand side of the console, the patient card is often referenced by care coordinators when they’re walking patients through care plans, writing an email, or submitting a claim for approval. They consult it for information about a patient’s conditions, prescriptions, appointments, and other details from the patient’s medical records.

Now Leif wants the patient card to show what type of counseling sessions his patients attend. Leif also suggests showing the field label in Spanish for the Spanish-speaking colleagues and members of Bloomington Caregivers.

There’s one thing to consider here: Field labels aren’t available for localization using the Translation Workbench (a Salesforce tool that helps you specify languages you want to translate, create translations for customizations you make in your org, and more). To add a translation, you can add a field in one language—for example, English—and clone the configuration record. Then update the cloned record with the translated text and set the Language field appropriately. The system then displays the label text that matches the user’s language setting.

Because you can’t have two records with the same sort order, you need a different version number for cloned records. For example, if the English record has a sort order of 3, then assign a Spanish version 3.1.

With this information in mind, here’s how Harryette customizes the patient card in the console.

Customize the Patient Card

Now Harryette is ready to set up a new patient card configuration. Here’s how she does it.

  1. From the Health Cloud – Lightning Admin app, click Patient Card Configuration, then New.
  2. Define a patient card configuration:
    1. Patient Card Configuration Name: Latest counseling session
    2. Object Name: Latest counseling session
    3. Field Name: Session_Type__c
    4. Friendly Field Name: Counseling Session Type
    5. Sort Order: 8
    6. Sort By: Session_Date__c
    7. Language: English (United States)
    8. Active: Selected
    9. Ascending: Not selected
    10. Patient Account Lookup: Patient__c
    11. Limit: 1
    12. Override Filter Field: Is_Visible_On_Patient_Card__c
  3. Click Save.
  4. Clone the English record and update it with these values:
    1. Patient Card Configuration Name: Latest counseling session (Spanish)
    2. Friendly Field Name: Tipo de sesión de asesoramiento
    3. Sort Order: 8.1
    4. Language: Español (Mexico)
  5. Click Save.

The patient card displays Counseling Session Type.

The next time Leif checks one of his patient's records, he sees information on the last counseling session the patient attended.

To do the steps yourself, complete the hands-on activities in the Customize Patient Data Displays project.
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