Set Up Reciprocal Roles and Relationships for Intelligent Appointment Management

Intelligent Appointment Management uses the relationships between a patient and their providers to surface appointments with existing providers at the top of the search results. Health Cloud uses two objects to represent the relationship between a patient and their assigned provider: the Reciprocal Role object and the Contact-Contact Relationship object. The Intelligent Appointment Management Configuration references the Reciprocal Role object.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To enable contact to contact relationships:	Customize Application

Set up custom tabs for Reciprocal Roles and Contact-Contact Relationship objects.
1. From Setup, in the Quick Find box, enter Tabs, and then select Tabs.
2. Click New.
3. For Object, select Reciprocal Roles.
4. Select a tab style, and then click Next.
5. The tab is visible to all profiles. Leave the setting as is and click Next.
6. Select the custom tabs for which the new custom tab is available.
7. Save your changes.
8. Repeat the steps for the Contact-Contact Relationship object.
Assign Account and Contact record types for the Reciprocal Role.
1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. Select the profile used by the admin. For example, System Administrator.
3. Under Record Type Settings, click Edit next to Reciprocal Roles.
4. Move Account Role and Contact Role from Available Record Types to Selected Record Types.
5. Save your changes.
Create a Reciprocal Role for the patient’s provider.
1. From the App Launcher, find and select Reciprocal Roles.
2. Click New.
3. Click Contact Role and then click Next.
4. Create a role for the patient’s provider. For example, Primary Care Physician.
5. In Inverse Role, enter Patient.
6. Save your changes.
Associate a patient to their providers using a Contact-Contact Relationship record. Create a Contact-Contact Relation with Contact as the patient record and Related Contact as the practitioner record. Add the Related Role as PCP.
1. From the App Launcher, find and select Contact-Contact Relations.
2. Click New.
3. For Contact, select the patient record.
4. For Related Contact, select the practitioner record.
5. For Related Role, add the Reciprocal Role you created. For example, PCP.
6. Select Active.
7. Save your changes.

Health Cloud Administration

Set Up Reciprocal Roles and Relationships for Intelligent Appointment Management