Implementing patients or members in Health Cloud requires careful configuration to accurately represent individual relationships and household structures.
1. Ensure the Account is the Parent to Household Accounts (Answer C):
Purpose: In Health Cloud, modeling household relationships is essential for understanding the familial and support networks of patients. By setting the Account as the parent to Household Accounts, you can effectively represent and manage these relationships.
Implementation Steps:
Create a Household Account to represent the family or support group.
Associate individual Person Accounts (patients) as members of this Household Account.
Use the Account Hierarchy to visualize and manage these relationships.
[Reference: Setting up household structures is a recommended practice in Health Cloud to manage patient relationships. , Salesforce, 2. Ensure the Person Account Object is Used (Answer D):, Purpose: Person Accounts in Salesforce combine the attributes of accounts and contacts into a single record, suitable for representing individual patients or members. This structure simplifies data management and aligns with Health Cloud's patient-centric model., Implementation Steps:, Ensure that Person Accounts are enabled in your Salesforce org., Configure page layouts and record types to support Person Accounts., Migrate existing individual records to Person Accounts if necessary., Reference: Utilizing Person Accounts is essential for representing patients in Health Cloud. , Confianza Salesforce Partner, 3. Ensure 1-to-1 Account to Contact Relationship (Answer E):, Purpose: Maintaining a one-to-one relationship between accounts and contacts ensures data integrity and simplifies the management of individual patient records. This setup is particularly important when Person Accounts are not used, as it emulates the combined record structure., Implementation Steps:, For each Contact, create a corresponding Account to maintain a 1:1 relationship., Implement automation (e.g., using Salesforce Flow) to enforce this relationship during record creation., Regularly audit records to ensure compliance with the 1:1 relationship model., Reference: Maintaining a 1:1 Account to Contact relationship is a best practice in Health, ]
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