Customize the Patient Card
The Patient Card
Patient cards display summary medical information at a glance. Leif wants to see in the patient card what type of therapy sessions his patients attend. Leif also suggests showing the field label in Spanish for the Spanish-speaking employees of Bloomington Caregivers.
Customize the Patient Card
For standard Health Cloud objects, visibility on the patient card is determined by the HealthCloudGA__IsVisibleOnPatientCard__c field, but you can’t use the HealthCloudGA__ prefix in field names for custom objects. That’s why, earlier in this project, you created an Is_Visible_on_Patient_Card__c field which serves the same purpose. You use that field now to ensure that physical therapy sessions (which are custom objects) are always displayed on your custom patient card.
- If you’re not already in Health Cloud – Lightning Admin, open it from the App Launcher () now.
- In the search box, enter
Patient Card
and select Patient Card Configurations. - Click New.
- Define a patient card configuration:
- Patient Card Configuration Name:
Therapy Session
- Object Name:
Physical_Therapy_Session__c
- Field Name:
Therapy_Type__c
- Friendly Field Name:
Therapy Session Type
- Sort Order:
8.0
- Sort By:
Session_Date__c
- Language: English (United States) (autofilled)
- Active: selected
- Ascending: not selected
- Patient Account Lookup: Account__c (autofilled)
- Limit:
1
- Override Filter Field:
Is_Visible_On_Patient_Card__c
- Patient Card Configuration Name:
- Save the configuration.
Create a Spanish Field Label
Translation Workbench (a tool that creates translations for customizations in your org) can’t translate field labels. To create a Spanish version of the Therapy Session Type field label, clone the English version, creating a new configuration for the Spanish field label.
- Clone the Therapy Session patient card configuration.
- Update these fields:
- Patient Card Configuration Name:
Therapy Session (Spanish)
- Friendly Field Name:
Tipo de sesión de terapia
- Sort Order:
8.1
Each configuration must have a unique sort order. - Language: Spanish (Mexico)
This setting causes the patient card to display the Spanish field label when the logged-in user’s language is Spanish (Mexico).
- Patient Card Configuration Name:
- Save the configuration.
Next, you add Charles Green to a new Physical Therapy Session and create a custom patient list.