Control Provider Search Data with Custom Data Transformations

Create a custom DPE definition by cloning the standard Provider Search DPE definition, and then editing the cloned version.

Before you begin, review these considerations.

• If you use a custom DPE definition to sync data to Care Provider Searchable Field records, you must disable the Standard Provider Search Data Sync. Disabling this setting prevents the standard DPE definition from syncing data to the same records as your custom DPE definition.
• If you use a custom DPE definition to sync data to custom searchable object records, and you also use Intelligent Appointment Management, you must enable the Standard Provider Search Data Sync. Intelligent Appointment Management uses Care Provider Searchable Field records and doesn’t support custom searchable object records. Keep in mind that in this configuration, search results in Provider Search and Intelligent Appointment Management don’t necessarily match because different DPE definitions sync data to different searchable object records.

To get started, carefully review the standard Provider Search DPE definition and plan your changes.

• Learn About the Standard Provider Search DPE Definition
  A provider’s data is spread out across multiple objects, such as Healthcare Provider, Healthcare Practitioner Facility, and Healthcare Provider Taxonomy. The standard Provider Search Data Processing Engine (DPE) definition uses data from these objects to create and update searchable object records that correspond to each provider. Because of the DPE definition, when your users search for a provider, search results show a single record with the provider’s name, location, specialties, and other details derived from multiple objects and fields.
• Create a Custom Provider Search Data Processing Engine Definition
  Transform provider search data based on your business requirements by cloning the standard Provider Search Data Processing Engine (DPE) definition and then editing the cloned version. Your custom DPE definition can sync data to Care Provider Searchable Field records or to custom searchable object records.
• Revert to the Standard Provider Search Data Processing Engine Definition
  Deactivate your custom Data Processing Engine (DPE) definition and begin using the standard Provider Search DPE definition again to sync data to Care Provider Searchable Field records.