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            Manage Your Patient or Member’s Households

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            Manage Your Patient or Member’s Households

            Get insight into a patient or member’s home life by managing a view of all households they belong to. You can add households as necessary and add or remove the people associated with each household.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            1. Create a Household Account
              Just as a house and its occupants make up a household unit, a household record type and its associated contacts make up a household in Salesforce. Create a household before you add it to the household map.
            2. Add a Household to the Map
              It’s quick and easy to add a patient or member's household to the map.
            3. Add People to a Household
              Add people to a household so that you have an accurate picture of the family and other caregivers living with the person you’re managing.
            4. Add Care Team Members to the Householding Map
              When a patient or member is created in Health Cloud, the householding map shows the person's name and the relationship groups associated with them: care plans, related accounts, and related contacts. When you add a care plan for the person, it appears in the map. Care plans show the members associated with each care plan that the person belongs to. You can add or remove care team members from a care plan.
             
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            Salesforce Help | Article