Refine the Householding Map for Care Coordinators (Managed Package Feature)

The householding map brings together patients or members, care plans, caregivers, households, businesses, and other people in one view. You can change the roles and relationships that appear in the map.

Note If you don’t see the Household option in the patient card navigation menu, add it using the CardView Dropdown custom setting. Use permission sets or profiles to grant users access to the contact role and account role record types for the Reciprocal Role object.

Note To visualize patient relationships without the Health Cloud managed package, see Actionable Relationship Center in Health Cloud.

• How Are Patient and Member Relationships Modeled?
  Health Cloud uses a household model to represent patients and members and their relationships with the people who participate in their care.
• Create a Custom Record Type to Represent Households
  Set up a custom household page layout with the appropriate fields and create a record type to represent it.
• Enable Users to Add Reciprocal Roles
  To enable your users to create reciprocal roles, grant them access to the contact role record type.
• Configure Reciprocal Roles
  Within a relationship, a reciprocal role is the role of one entity relative to another entity. For example, husband and wife, or caregiver and patient. We provide commonly used reciprocal role records. You can add reciprocal roles records to specify more granular roles for extended families, specific types of caregivers, or various professional affiliations.
• Update Roles for Account Contact Relationships
  You can create more roles to represent the types of people or companies that care coordinators add to the Household tab.
• Speed Up Account-Contact Relationship Calculations
  The Use Standard Trigger metadata type for Account-Contact Relationship Triggers speeds up relationship calculations for Accounts and Contacts.