How Are Patient and Member Relationships Modeled?

Householding Objects

Before Summer ‘23, or in orgs with Group Membership Settings disabled, you can relate the patient or member to relationship groups that include care plans and external contacts and accounts. In this data model:

• A household is an account with the Household record type. The household is related to a person account using the Account Contact Relationship standard object.
• A contact is related to another contact using the custom Contact Contact Relationship object.

The householding map gives you a complete view of the people under your care. After you build households, you add them to the householding map manually.

Object	Standard or Custom	Represents	Record Types
Account	Standard	Business Institution Group	Business Institution Household
Account Contact Relationship	Standard	The membership in a relationship group and the relationship between a person and an account. The membership in a relationship group lets you roll up a member’s information to the group. For a business account to be a member of a relationship group, the business must first be related to a person in the group. Note The Use Standard Trigger metadata type for Account-Contact Relationship Triggers can speed up relationship calculations for Accounts and Contacts. To see these fields update faster, go to the Custom Metadata Types page in Setup, and click Manage Records next to Use Standard Trigger. Then click Edit next to Account Contact Relationship Trigger. On the Use Standard Trigger (Managed) page, turn on the Active checkbox, and save your changes.	N/A
Contact Contact Relationship	Standard	The relationship between two contacts.	N/A
Person Account	Standard	Individual person	Person
Reciprocal Role	Custom	The complementary role implied by the relationship of a person to another person or entity. For example, Parent is the reciprocal role for Child.	N/A