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Customize Patient or Member Lists (Managed Package Feature)
Cross-object relationships control which objects and fields appear in the filter selection options when creating patient or member lists.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Health Cloud delivers a basic set of filters that you can use when you define a list. To add other custom records to the list filter options, create relationships that link records with each other. When your users view records, they can also see related data. You can define different types of relationships by creating custom relationship fields between objects.
Before creating relationships, determine which fields you want to expose in the filter and which object exposes those fields. Relationships between objects in Health Cloud determine sharing, required fields in page layouts, and which fields are available when you create a patient or member list.
To add a custom object to the list filter criteria, create a cross object relationship.
- From the App Launcher, find and select the Cross Object Relationships tab, and click New.
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Specify the details of the relationship:
Field Description Cross Object Relationship Name Name that describes the relationship. From Object Name of the parent object. This field is a required field, and in Health Cloud the object must be Accounts. To Object Name of the child object to include as an option in list filter criteria. Relationship Optionally, the name of the custom relationship. Reverse Relationship Optionally, the name of the object that is the originating or “from” object. - Save your changes.
The following table shows some of the cross object relationships that are pre-configured with Health Cloud. You can use this table as a reference to create other cross-object relationships and make more records and fields available when creating lists.
| Cross Object Relationship Name | From Object | To Object |
|---|---|---|
| AccountToCondition | Account | HealthCondition |
| AccountToContact | Account | Contact |
| AccountToEhrMedicationPrescriptions | Account | MedicationRequest |
| AcountToEncounter | Account | ClinicalEncounter |
| AccountToObservation | Account | CareObservation |
