How to use it?

Adding injuries and treatments during intake qualification

Package Components

Objects

Component Name

Parent Object

Component Type

Injury -

# of Procedures Completed

Injury

Custom Field

Client

Injury

Custom Field

Intake

Injury

Custom Field

Matter

Injury

Custom Field

Body Part

Injury

Custom Field

Pain Level

Injury

Custom Field

Injury Date

Injury

Custom Field

Client Role

Injury

Custom Field

Status

Injury

Custom Field

Injuries/Symptoms

Injury

Custom Field

Diagnosis

Injury

Custom Field

Affected Areas

Injury

Custom Field

# of Procedures Recommended

Injury

Custom Field

Client Role

Injury

Custom Field

Procedure

Injury

Procedure

Custom Field

Matter

Procedure

Custom Field

Intake

Procedure

Custom Field

Procedure

Procedure

Custom Field

Doctor/Facility

Procedure

Custom Field

Procedure Completed

Procedure

Custom Field

Doctor/Facility Role

Procedure

Custom Field

Procedure Date

Procedure

Custom Field

Impairment Rating

Procedure

Custom Field

Status

Procedure

Custom Field

Request

Procedure

Request

Custom Field

Doctor/Facility

Request

Custom Field

Pages

Component Name

Parent Object

Component Type

Procedure_Record_Page

Procedure

Lightning Page

Injury_Record_Page

Injury

Lightning Page

Resources

Component Name

Parent Object

Component Type

Unrelated

Injury

Record Type

All

Injury

List View

Request Medical Bills

Procedure

Action

Add New Procedure

Injury

Action

Add New Injury

Intake

Action

Update Procedure

Procedure

Action

Procedure Layout

Procedure

Page Layout

Injury Layout

Injury

Page Layout

Update Injury

Injury

Action

Related

Injury

Record Type

Post installation steps

Step

Description

Add ‘Add New Injury’ action to Inatek managed page layout

  1. Go to Setup->Object

  2. Find Intake object

  3. Go to Page layout section

  4. Click on ‘Edit’ link near Intake object page layout page layout(define to which page layout this action should be used)

  5. In Page Layout component section click 'Mobile & Lightning Actions'

  6. Find 'Add New Injury' in 'Mobile & Lightning Actions'

  7. Move it to ‘Salesforce Mobile and Lightning Experience Actions’ section

  8. Click on 'Save' button

Was this article helpful?
0 out of 0 found this helpful