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          Create a Practitioner Relationship Graph Using a Template

          Create a Practitioner Relationship Graph Using a Template

          Use the healthcare practitioner relationship template in Actionable Relationship Center (ARC) to create a graph that shows a practitioner’s relationships to facilities, provider NPIs, provider specialties, certifications, and business licenses.

          Required Editions

          Available in: Enterprise and Unlimited Editions with Health Cloud
          User Permissions Needed
          To access Health Cloud Objects: Health Cloud Foundation

          These instructions assume that you have set up person accounts for providers. If you have set up contact records for providers, create a Contact Relations graph and add it to the contact record page instead.

          1. Create a practitioner relationship graph from a template.
            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
            2. Select New Relationship Graph.
            3. On the Default Templates tab, select Healthcare Practitioner.
            4. Click Create Graph.
            5. Enter a label. We suggest Practitioner Relationship.
            6. Keep the default developer name.
            7. Select a graph type.
            8. Save your work.
          2. Add the provider relationship graph to a provider account record page.
            1. From Setup, in the Quick Find Box, enter Lightning App Builder, and then select Lightning App Builder.
            2. Click Edit next to the page for your provider person account record.
            3. To create a tab for the relationship graph, select the details area, and click Add Tab.
            4. Select the tab label Relationships.
            5. On the details area, select the Relationships tab.
            6. From the component list select ARC Relationship Graph and drag it to the Relationships tab.
            7. Enter a label. We suggest Relationship Graph.
            8. For the graph name, select the graph you created.
            9. Save your work.
            10. Activate the page if the page is not already activated.
           
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