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            Create Provider Cards for a Facility

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            Create Provider Cards for a Facility

            Design cards to show your users information about providers and the facilities where they work. For example, a network specialist may need to know at a glance which facilities Dr. Carol Peterson is practicing at and when she is there.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            This card type will live on the Contact record page for practitioners. We’ve set up the information sources to support this information:

            • Effective To
            • Effective From
            • Operating Hours
            • Time zone
            • Payer Network Name
            • Network Type
            • Driving Directions
            1. In Setup, go to Relationship Card Type Manager and, in the dropdown next to a card that you've created (such as Doctor-Hospital Relationship), click Edit Card Fields.
            2. For Indirect Source Object, select Healthcare Practitioner Facility, then select the Effective To and Effective From fields and click Add Selected Fields to Card.
            3. Now we'll go get the operating hours information from the Operating Hours object, which is directly related to our base Healthcare Practitioner Facility object.
              1. Click Select fields from parent or child object related to HealthCarePractitionerFacility.
                These are the fields that enable the relationship from the initial object.
              2. Under Select Object, choose Operating Hours, and under Select Field, choose the OperatingHoursId lookup field.
              3. Select Name from the list of fields, and click Add Selected Fields to Card.
            4. Get the insurance plan information from the Healthcare Payer Network object, which is related to our base Healthcare Practitioner Facility object through the Healthcare Facility Network object.
              1. Click Select fields from related object two levels away from HealthCarePractitionerFacility.
              2. Under Select Object, choose Healthcare Facility Network, and under Select Field, choose the FacilityNetworkId lookup field.
              3. In the next Select Object field, choose Healthcare Payer Network, and under Select Field, choose the PayerNetworkId lookup field.
              4. Select Network Type and Payer Network Name from the list of fields, then click Add Selected Fields to Card.
            5. Get the driving directions from the Location object, which is related to the Healthcare Practitioner Facility object through two intermediary objects: Account and Associated Location.
              1. Click Select fields from related object three levels away from HealthCarePractitionerFacility.
              2. Under Select Object, choose Account, and under Select Field, choose the AccountId lookup field.
              3. In the next Select Object field, choose AssociatedLocation, and under Select Field, choose the ParentRecordId lookup field.
              4. In the third Select Object field, choose Location, and under Select Field, choose the LocationId lookup field.
              5. Select Driving Directions from the list of fields, then click Add Selected Fields to Card.
              6. Save your work.
              The fields you've selected are shown in the panel on the right. Change their order and rename them as needed. For example, "Name" isn't a very intuitive label for the field that displays the doctor's available hours. You might want to rename that to something like "Hours Available."
            6. In Setup, go to the Lightning Application Builder and select Contact.
            7. Drop the Relationship Card component from the left panel onto the Account record page.
            8. In the Configuration panel on the right, specify a heading for the tab.
              The default heading is “Relationship,” but you may want something more specific, such as “Health Care Providers.”
            9. For Card Type, select the name of the card you created that you want to show on this page.
            10. Save the page.
             
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