Get to Know the Householding Map

You can get to the map using the patient card navigation menu or by selecting the Household subtab for a given person.

A basic map is created for every person that shows their care plan.

You can then add information and change the map.

• Create a household and then add it to the map.
• Collapse and expand the items in each list for easy viewing.
• Add family members or other people to the household.
• Manage the care team by adding or removing members. Changes made from the Care Plan tab and the Household tab appear in both tabs.
• Create business accounts like medical supply or patient transport companies and add them to the map.
• Add people who don’t live with the person and aren’t part of their care team, but still participate in their healthcare.
• Remove people or businesses that aren’t involved in the person's healthcare.

In Lightning Experience, you can hover over links in the record details to see a compact layout of the underlying record for that person or business.

In Salesforce Classic, click the record name to open it in another tab. For internal Salesforce users, you see their Chatter profile page.