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            Synchronize Provider Search Data Manually

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            Synchronize Provider Search Data Manually

            The standard Data Processing Engine (DPE) definition automatically updates the Care Provider Searchable Field records used for Provider Search one time per day. If you’re testing your setup and don’t want to wait for the automatic data sync, use the on-demand manual data sync.

            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 sync data: Data Pipelines Base User permission set

            For Provider Search and Provider Search with Criteria-Based Search and Filter, on-demand data synchronization and daily sync jobs use the data pipelines recipe run time limit of 30 hours per month.

            For Legacy Provider Search, on-demand data synchronization is available only in sandbox orgs.

            1. From Setup, in the Quick Find box, enter Provider Search Settings, and then select Provider Search Settings.
            2. Click Manual Sync Data.
              It takes time to sync the data. For Provider Search, only one data pipeline recipe can run at a time. Use the Jobs Monitor tab of Data Manager to see the status of your sync. Use the Usage tab to see the current hours of recipe job run time for the month.
            3. After the data is synchronized, run a provider search and check that everything is working as expected.
              For each facility and each practitioner you've created, confirm there’s an equivalent Care Provider Searchable Field record.
              If you don't find the expected Care Provider Searchable Field records, use the error messages in the Provider Search Sync Logs to troubleshoot. 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.

            See Also

             
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