Adding a member puts a person on a patient's Care Team and, depending on the access level, grants them visibility into that patient's care plan. You do this from the patient record using the Care Team component or the related action, with the patient already set up as a Person Account.
- Open the patient and find the Care Team
Navigate to the patient's record (a Person Account in Health Cloud) and open the Care Team component on the patient card or workspace. This is the roster you are adding to.
- Start a new Care Team member
Choose the action to add a member. Search for the person, whether that is an internal Salesforce user like a care coordinator, an external provider record, or a contact such as a relative.
- Set the role and access level
Pick the role that matches the person's function on this patient (for example Care Coordinator or Caregiver) and set the access level that controls how much of the care plan they can see and edit.
- Set the dates and save
Enter the effective date and, where the involvement is time-bound, an end date. Save the record so the member appears on the roster and the access takes effect.
The Person Account whose Care Team you are adding to. The member record is the junction between this patient and the person.
The person being added: a Salesforce user, an external provider, or a contact such as a family caregiver or emergency contact.
The member's function on the team, such as Primary Care Physician, Care Coordinator, Nurse, or Caregiver. Drives reporting and care plan task routing.
How much of the patient's care plan the member can see and edit. Coordinators typically get read and write, relatives read only.
- Access does not end on its own. A member keeps their granted visibility until you end-date or remove the membership, so off-board people promptly.
- The access level on the membership is what shares the care plan. Picking the wrong level either over-exposes a patient or blocks a coordinator from doing their job.
- A contact-only member, such as a relative who is not a Salesforce user, cannot log in. Internal coordination still needs a licensed user on the team.