Add menu items into the Care Team Portal with Healthcare Operations Core

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Add more menu items into the Care Team Portal for easy user access.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Service Portals > Portals.
    2. Select Care Team Portal.
    3. Next to the Main menu field, select Preview this record and open the record.
    4. In the Menu Items related list, select More.
    5. In the Menu Items related list, select New.
    6. On the form, fill in the fields.
      For more information about the form fields and descriptions, see Menu Item form.
    7. Select Submit.