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Add a Provider Search Page to Your Site
Enable patients to search for providers by adding a search component to an Experience Cloud site and configuring the component.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud and the Health Cloud Customer Community or Health Cloud Customer Community Plus license |
| User Permissions Needed | |
|---|---|
| To use Health Cloud for Communities | Health Cloud for Community add-on license AND Customer Community or Customer Community Plus add-on license |
Digital Experiences must be enabled to complete these steps.
- From Setup, under Digital Experiences, click All Sites.
-
Click Builder next to an existing site or click
New to create a site. Complete these steps only if you're creating a
new site.
- Select the Customer Account Portal Templateand then click Get Started.
- Enter a name and a URL for the site.
- Click Create.
- Click Builder.
- In the Builder navigation bar, click the dropdown next to the page name.
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Create a page for the provider search component.
- Click New Page, select Standard, and click New Blank Page.
- Select Flexible Layout.
- Enter the Page Name.
- Enter the URL.
-
Enter the API Name.
Note The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter ProviderSearch, the API name for the page is ProviderSearch__c.
-
On the Provider Search page, add the Provider Search component or the Criteria-Based Search
and Filter component.
Criteria-Based Search and Filter gives guest users the ability to search for records by multiple criteria, aggregate or filter the results, and then take actions on the results. For details see Add the Criteria-Based Search and Filter Component to an Experience Cloud Site.
- Publish the Experience site.
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Navigate to the Administration Workspace and add profiles and permission sets.
- In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Select Workspaces next to the Provider Search Experience site.
- Click the Administration tile.
- Click Members.
- Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
- Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
- Save your work.
- On the Administration panel, click Settings, and Activate the Experience site if this is a new site.
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