Hello everyone,
I'm new to Health Cloud and have been learning about it for 3-4 days. I've also set up a Health Cloud Learning Org to explore and familiarize myself with its features.
I have a question regarding adding new patients and doctors. While exploring, I couldn't find an option to add a new patient or doctor in my learning org.
Could someone please guide me on how to add these records? Any advice or best practices would be greatly appreciated!
Thanks in advance!
Hi @Rushik Balar,
Please refer below help article to set up Healthcare Providers.
https://help.salesforce.com/s/articleView?id=sf.hc_provider_setup.htm&type=5
It provides detailed guidance on creating person accounts for practitioners and business accounts for facilities, as well as how to connect them effectively. This should help you add new patients and doctors in your Health Cloud Learning Org.
Here are some additional resources that may be helpful:
https://help.salesforce.com/s/articleView?id=sf.admin_planning.htm&type=5
If you find this information helpful, kindly mark it as the best answer. Thank you!