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            Create Records for Healthcare Organizations

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            Create Records for Healthcare Organizations

            Create a business account record to represent a healthcare facility as an organization and create a healthcare provider record to represent what the organization does.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Provider Relationship Management: Health Cloud Provider Relationship Management

            Healthcare provider records store business-level details about the healthcare organization or person, such as the provider type.

            1. From the App Launcher, find and select Accounts.
            2. Click New.
            3. Select the appropriate business account record type for the provider organization.
            4. Enter the name of the organization.
            5. Enter the organization's address and contact information.
            6. Save your changes.
            7. From the App Launcher, find and select Healthcare Providers.
            8. Click New.
            9. For Healthcare Provider Name, enter the organization's name.
            10. For Account, select the business account you created for the organization earlier.
            11. Enter optional data such as the provider type. For example, select Hospital for the provider type.
            12. For Status, select Active to show the provider's current status is active.
            13. Save your changes.
             
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