---
schema_version: "1"
id: 2c9453dc02c9602d4b1fca63bd674d7d766a6f0f49c320472ab3b22ee4821b86
title: Refine the Householding Map for Care Coordinators (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_household_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_household_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d73a1fa666297bdd319452d7aa99f12a23becc4299fc1430ab815b9cf7ebd52
description: The householding map brings together patients or members, care plans, caregivers, households, businesses, and other people in one view. You can change the roles and relationships that appear in the map.
products:
  - Health
release: "264"
---
# Refine the Householding Map for Care Coordinators (Managed Package Feature)

The householding map brings together patients or members, care plans, caregivers, households, businesses, and other people in one view. You can change the roles and relationships that appear in the map.

![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 If you don’t see the Household option in the patient card navigation menu, add it using the [CardView Dropdown custom setting](https://help.salesforce.com/s/articleView?id=ind.admin_card_view_menu.htm&release=264.0.0&type=5 "Make it quick and easy for care coordinators to get to the information they need. Specify which subtabs open, and in what order, when a care coordinator opens a patient record in the console."). Use permission sets or profiles to grant users access to the contact role and account role record types for the Reciprocal Role object.

![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 To visualize patient relationships without the Health Cloud managed package, see [Actionable Relationship Center in Health Cloud](https://help.salesforce.com/s/articleView?id=ind.hc_actionable_relationship_center.htm&release=264.0.0&type=5 "Explore multiple layers of a patient’s connections with other people, providers, and caregivers by using the Actionable Relationship Center (ARC). Set up the ARC so that your users can start using pre-configured healthcare ARC graphs on record pages. Additionally, support account hierarchy management and define the starting point of the graph as an anchor node to help users visualize its parent entities.").

- **[How Are Patient and Member Relationships Modeled?](https://help.salesforce.com/s/articleView?id=ind.admin_data_model_hh.htm&release=264.0.0&type=5)**  
    Health Cloud uses a household model to represent patients and members and their relationships with the people who participate in their care.
- **[Create a Custom Record Type to Represent Households](https://help.salesforce.com/s/articleView?id=ind.household_page_layout.htm&release=264.0.0&type=5)**  
    Set up a custom household page layout with the appropriate fields and create a record type to represent it.
- **[Enable Users to Add Reciprocal Roles](https://help.salesforce.com/s/articleView?id=ind.record_settings_reciprocal_role.htm&release=264.0.0&type=5)**  
    To enable your users to create reciprocal roles, grant them access to the contact role record type.
- **[Configure Reciprocal Roles](https://help.salesforce.com/s/articleView?id=ind.admin_households_config_reciprocal_roles.htm&release=264.0.0&type=5)**  
    Within a relationship, a reciprocal role is the role of one entity relative to another entity. For example, husband and wife, or caregiver and patient. We provide commonly used reciprocal role records. You can add reciprocal role records to specify more granular roles for extended families, specific types of caregivers, or various professional affiliations.
- **[Update Roles for Account Contact Relationships](https://help.salesforce.com/s/articleView?id=ind.admin_update_account_contact_roles.htm&release=264.0.0&type=5)**  
    You can create more roles to represent the types of people or companies that care coordinators add to the Household tab.
- **[Speed Up Account Contact Relationship Calculations](https://help.salesforce.com/s/articleView?id=ind.admin_account_contact_relationship.htm&release=264.0.0&type=5)**  
    The Use Standard Trigger metadata type for Account Contact Relationship Triggers speeds up relationship calculations for Accounts and Contacts.