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Set Up Data for Provider Search
Create records for practitioners and facilities that contain the basic information your users need in provider search results.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To use Provider Search: | Health Cloud Provider Search permission set OR Health Cloud Provider Relationship Management permission set |
To make the data in the provider search data model searchable, Health Cloud converts it into a searchable format using a background process called provider sync. The process moves the source data to a searchable object called Care Provider Searchable Field. This object speeds up provider searches because it gathers information ahead of time from various source fields across multiple objects.
For each provider and facility, create records that contain the basic information your users need in search results.
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Create a business account that represents a healthcare facility, and then
create a healthcare provider record that represents the same healthcare
facility. In the business account, specify a name, address, and phone number at
minimum. In the healthcare provider record, specify the facility's business
account in the Account field.
Facilities include hospitals, clinics, private practices, labs, and other organizations that provide healthcare.For details, see Create Records for Healthcare Organizations.
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Create a person account to represent a healthcare practitioner as a person and
then create a healthcare provider record that represents the samepractitioner.
In the person account, specify a first and last name at minimum. In the
healthcare provider record, specify the practitioner's person account in the
Contact field, and leave the Account field empty.
Practitioners include doctors, chiropractors, and therapists.Note To avoid provider search sync issues, make sure to leave the Account field empty. If you set up a healthcare provider record for a practitioner by specifying a Contact field value, and add an Account field value later, Provider Search then behaves as if the record is a facility. The practitioner is no longer synced or available in Provider Search results. To resolve this issue, remove the Account field value and sync data manually.For details, see Create Records for Healthcare Practitioners.
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Create a healthcare practitioner facility record that defines a relationship
between a practitioner and a facility. For account, specify the facility's
business account record. For practitioner, specify the practitioner's person
account record.
You can create any number of healthcare practitioner facility records to match practitioners with facilities. For example, a doctor working at more than one hospital appears in a healthcare practitioner facility record for each hospital where they work.For a solo practitioner such as a family doctor in private practice, create a business account record for the practice and a person account record for the practitioner. Create a healthcare provider record that specifies the business account as the account and the person account as the contact. Then you create a healthcare practitioner facility record that connects the practitioner to the practice. For our purposes, a practice is a kind of facility.
To verify that your provider data is available for users to search, review the Provider Search Sync Logs. From the App Launcher, find and select Provider Search Sync Logs. In each log, the Sync Status field shows whether a provider’s data sync succeeded. If a provider's data didn't sync to a corresponding Care Provider Searchable Field record, the Message field shows errors.
The Provider Search Sync Logs enable users to check the sync status of providers that are set up for search. The Sync Status field reflects whether a provider’s sync is a Success or Failure. If a provider's data didn't successfully sync to the Care Provider Searchable Fields object, review the message.
