---
schema_version: "1"
id: 658783752dd20e8410cb10a48981a1b3a9ef5a7dfa62dba07a6464cc0d01d5d9
title: Customize Patient or Member Lists (Managed Package Feature)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_cross_object_rel.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_cross_object_rel.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c86c36e2a8b745fe22a5a9f61f30048745a8f4297b3cb30c839c5cb5af28a6d5
description: Cross-object relationships control which objects and fields appear in the filter selection options when creating patient or member lists.
products:
  - Health
release: "264"
---
# Customize Patient or Member Lists (Managed Package Feature)

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

### Required Editions

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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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.

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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

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

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

1. From the App Launcher, find and select the Cross Object Relationships tab, and click **New**.
2. 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. |
3. 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 | HealthCondition |
| AccountToContact | Account | Contact |
| AccountToEhrMedicationPrescriptions | Account | MedicationRequest |
| AccountToEncounter | Account | ClinicalEncounter |
| AccountToObservation | Account | CareObservation |