Patient and provider record types and page layouts on person accounts
Key Takeaway
Give patients and providers separate record types on the Person Account object, each with its own page layout and picklist values, so each kind of record shows its own fields and options.
In Agentforce Health, patients and providers can both be stored as person accounts, so you need a way to tell them apart on screen. Record types and page layouts do that job. A Patient record type and a Provider record type can each have their own page layout, business process, and picklist values, so users see the data that fits the person they are working with.
What record types and page layouts do
Record types let you offer different business processes, picklist values, and page layouts to different users. A page layout controls the buttons, fields, related lists, and other elements that users with a given profile see when they create records with the associated record type.
Person accounts have their own page layouts, which can include these items:
- Account and contact fields
- Account custom links
- Account and contact related lists
A common design uses one record type for patient accounts and one for provider accounts, each with its own page layout, so patient records and provider records show different data.
A physical therapy group stores patients and providers as person accounts, with a Patient record type and a Provider record type. Nadia at the front desk opens Sam's patient record. The Patient page layout shows his insurance plan, and the "Status" picklist offers "New" and "Returning". She then opens the record of Dr. Okafor, a provider in the group. The Provider page layout shows her specialty and license number, and the "Status" picklist offers "Accepting referrals" and "On leave".