Customize Patient or Member Lists

Cross-object relationships control which objects and fields appear in the filter selection options when creating patient or member lists.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Health Cloud delivers a basic set of filters that you can use when you define a list. To add other custom records to the list filter options, create relationships that link records with each other. When your users view records, they can also see related data. You can define different types of relationships by creating custom relationship fields between objects. For example, to add fields related to immunizations to the list filters, you create a relationship between Account and EhrImmunization__c.

Before creating relationships, determine which fields you want to expose in the filter and which object exposes those fields. Relationships between objects in Health Cloud determine sharing, required fields in page layouts, and which fields are available when you create a patient or member list.

The Account object must be one of the two objects in your cross-object relationship.

Note

To see a list of Health Cloud objects and fields, see the Health Cloud Object Reference Guide.

To add a custom object to the list filter criteria, create a cross object relationship.

From the Health Cloud - Lightning Admin home page, find and select the Cross Object Relationships tab, and click New.

Specify the details of the relationship:

Field	Description
Cross Object Relationship Name	Name that describes the relationship.
From Object	Name of the parent object. This field is a required field, and in Health Cloud the object must be `Accounts`.
To Object	Name of the child object to include as an option in list filter criteria.
Relationship	Optionally, the name of the custom relationship.
Reverse Relationship	Optionally, the name of the object that is the originating or “from” object.

Save your changes.

The following table shows some of the cross object relationships that are pre-configured with Health Cloud. You can use this table as a reference to create other cross-object relationships and make more records and fields available when creating lists.

Cross Object Relationship Name	From Object	To Object
AccountToCondition	Account	EhrCondition__c
AccountToContact	Account	Contact
AccountToEhrMedicationPrescriptions	Account	EhrMedicationPrescription__c
AcountToEncounter	Account	EhrEncounter__c
AccountToObservation	Account	EhrObservation__c

Health Cloud Administration

Customize Patient or Member Lists