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          Group Memberships and Households in Health Cloud

          Group Memberships and Households in Health Cloud

          Set up standard objects and guided flows to create and define groups of individuals, such as households. Then connect individuals and organizations to each other and track their relationships.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud

          Starting in Summer ‘23, enable Group Membership Settings to visualize a patient’s multiple relationships in an updated Household data model. You can use standard Salesforce objects to record the groups and households that a patient is a member of, the different accounts and contacts they’re related to, and their roles in each of these relationships.

          Then you can use the pre-configured patient relationship template in Actionable Relationship Center (ARC) to create a graph that shows a patient’s relationships to households, care plans, and other accounts. In the updated data model:

          • To relate two business accounts, use Account Account Relationship records
          • To relate two contacts or two person accounts, use Contact Contact Relationship records
          • Note
            Note When you create a Contact Contact Relationship record, create the Related Inverse Record manually.
          • To define the roles of two people in a relationship, use Party Role Relationship records
           
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          Salesforce Help | Article