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Household and relationship objects around a patient

Key Takeaway

Always model patients and members as person accounts, then link them with standard relationship objects. To relate two person accounts, such as spouses, use a Contact Contact Relationship record.

Patients and members get care from many people and organizations, such as family, caregivers, health plans, and service vendors. In Agentforce Health, the household data model represents the patient as a person account. Standard relationship objects then link that patient to households, organizations, and other people. They also record each party's role. Those links drive relationship views such as Actionable Relationship Center (ARC) graphs. Intelligent Appointment Management also uses them to find a patient's existing providers.

Person accounts for patients and members

Always model patients and members as person accounts, because you can't fully use Agentforce Health functionality otherwise.

In the traditional account-contact model, a contact exists only in relation to an organization. A person account represents a person without tying them to an organization. The same person account record can represent someone as both a patient and a member.

Salesforce Accredited Agentforce Health Professional Study Guide

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Given customer requirements, understand how to model patients, providers, healthcare facilities, etc., using the appropriate Agentforce Health objects

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