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Configure Provider Search with Criteria-Based Search and Filter
By using Provider Search with Criteria-Based Search and Filter, you can configure custom search criteria, search result filters, and the search result display. You can also customize search result actions. Users can search across a richer set of data and then copy records, create a report, and initiate a referral flow directly from 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 with Criteria-Based Search and Filter: | Criteria-Based Search and Filter permission set AND Health Cloud Provider Relationship Management or Health Cloud Provider Search permission set |
- If you haven't already done so, enable Criteria-Based Search and Filter. In Setup, turn on Criteria-Based Search and Filter and Data Pipelines.
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Create a search criteria configuration. See Configure the Search Criteria for a
Searchable Object.
If you select the card view, we recommend you use the HealthCloudPSProviderCardContainer OmniStudio FlexCard. To select or configure an OmniStudio FlexCard for the card view, users need the OmniStudio Admin permission set. Provider search results displayed as cards show fields specific to either practitioners or facilities. For example, cards for practitioners show fields related to education levels, training, medical licenses, board certifications, and hospital affiliations.
Note The HealthCloudPSProviderCardContainer OmniStudio FlexCard doesn’t currently support translated values for age groups and operating hours. To work around this limitation, create a custom OmniStudio FlexCard.When you select actions for the search results, you can choose these prebuilt actions. On Experience Cloud sites, the Copy Records action is available to authenticated and guest users. The Create Report and Create Referral actions aren’t available on Experience Cloud sites. For details about configuring the Copy Records and Create Report actions, see Set Up the Copy Records and Create Report Search Actions.Action Description Copy Records Copies data from selected search results.
To use the Copy Records search action, configure a new search action to use the Copy Records Lightning web component.
Create Report Creates a report using data from selected search results.
To use the Create Report search action, customize the Create Report flow to use a report template that meets your business needs. Then configure the Create Report search action to use your custom flow.
Create Referral Creates referral requests using data from selected search results -
Create a searchable object configuration. See Configure a Searchable
Object.
For Searchable Object, we recommend you use CareProviderSearchableField. If you create a custom searchable object for Provider Search, you must also create a custom Data Processing Engine definition.
- Set up search actions. See Set Up Search Actions in Criteria-Based Search and Filter.
- To give internal users access to search features, add the Criteria-Based Search and Filter component to a standard or custom Lightning page. For example, add it to the account record page and the home page of apps used by care coordinators. See Add the Criteria-Based Search and Filter Component to a Page.
- To give authenticated and guest users access to search features, add the Criteria-Based Search and Filter component to an Experience Cloud site. Select search configurations to display on the page and change or adjust the theme. See Add the Criteria-Based Search and Filter Component to an Experience Cloud Site.
