Loading
Salesforce now sends email only from verified domains. Read More
Administer Health Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Manage a Patient or Member’s Relationships (Managed Package Feature)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Health Cloud

            Manage a Patient or Member’s Relationships (Managed Package Feature)

            Knowing who lives with the patient or member and seeing their role and relationship can be an important factor in ongoing care. A person's household includes caregivers, businesses, and others who are involved with their health.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To edit patient or member relationships: Health Cloud Standard
            Note
            Note To manage a patient or member’s relationships without the Health Cloud managed package, see Actionable Relationship Center in Health Cloud.
            • Get to Know the Householding Map
              The householding map gives you a complete view of the people under your care. It brings together patients or members and their care plans, caregivers, households, businesses, and others who are involved in the person’s care.
            • 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.
            • Connect a Patient or Member with a Business
              Sometimes managing a patient or member means that you also engage with related businesses, like medical supply companies or an insurance carrier. When you add these businesses to the householding map, you have this information at your fingertips.
            • Connect a Patient or Member with Another Person
              Add a caretaker, doctor, case worker, or other professional as a related contact. First, you create an account for the contact, because every contact belongs to an account in Salesforce. Then associate the person as a contact with the patient or member.
             
            Loading
            Salesforce Help | Article