Set Up Patient List Filters

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe ways to use patient lists.
  • Explain how Health Cloud uses cross object relationships.
  • Create cross object relationships to customize patient list filter options.

At Bloomington Caregivers, patient manager Leif Hansen and Salesforce admin Harryette Randall have been working together to display information about counseling sessions on patients’ timelines and cards.

Patient Lists

Patient lists are a special type of list that you can filter by specifying criteria from multiple related objects. For example, caregivers can create a list of all patients aged 65 with memory problems and kidney disease.

Example of three filters: EHR condition category contains memory, EHR condition category contains kidney, and account age equals 65.

This feature enables caregivers to manage their patients better by targeting care for patients with shared treatment protocols or medical conditions.

Cross Object Relationships 

Cross object relationships facilitate filtering patient or member lists by fields on separate but related objects. Suppose Leif wants to create a list of patients with diabetes. He needs access to fields in the EhrCondition object.

List of objects to create a patient list filter.

Leif could filter by Account, but the field picklist would include all fields for all objects that have a relationship with Account. Because many Health Cloud standard objects and custom objects (Campaign Manager and Contact, for example) are related to Account, the filter's field list would be unmanageably long.

Instead, Harryette considers a cross object relationship that serves as a bridge from Account to EhrCondition. That relationship gives the patient list access to EhrCondition fields to use in filters. A cross object relationship is perfect for filtering a list by fields on a separate object because it’s limited to the fields on one related object. Harryette is in luck because AccountToCondition is one of the cross object relationships that comes predefined in Health Cloud.

Health Cloud’s Predefined Cross Object Relationships

Cross Object Relationship Name
From Object
To Object
















Leif uses patient lists to create customized lists of his patients. Now he wants to create lists of patients that are filtered by information about their attendance at counseling sessions. That’s a job for a cross object relationship.

To ensure that Harryette adds only the fields that Leif wants to see in the patient list filter, she creates a cross object relationship that relates the Counseling Session object to the Account object.

Cross Object Relationship Name
From Object
To Object




Create a Cross Object Relationship

Harryette sets about creating the cross object relationship.

  1. From Health Cloud – Lightning Admin, click Cross Object Relationships and then New.
  2. Define a cross object relationship:
    1. Cross Object Relationship Name: Counseling Session Relationship
    2. From Object: Account
    3. To Object: Counseling_Session__c
    4. Relationship (optional): leave blank
    5. Reverse Relationship (optional): leave blank
  3. Click Save.

A new cross object relationship corresponding to the preceding steps.

Leif switches over to the Health Cloud – Lightning Console and creates a patient list. He can now use values from any field (2) in the Counseling Session object (1) to create custom patient lists.

Adding fields from Counseling Session object to create a patient list.

With customizable patient data displays, you can represent custom objects on the timeline and the patient card. You can set up customized patient lists and add filters to look up patients with specific criteria. To put what you learned in this module into practice right away, complete the Customize Patient Data Displays project.


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