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Provider Search Prerequisites
Before you set up provider search, complete the prerequisites.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To enable criteria-based search and filter and data pipelines: | Customize Application AND Data Pipelines Base User |
| To activate data integration rules: | Customize Application |
Assign Permissions for Provider Search
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Assign these permission sets to admins who configure provider search.
- Criteria-Based Search and Filter
- Program and Benefit Management Access
- Provider Management Access
- Public Sector Access
- Data Pipelines Base User
Alternatively, assign the admins the Public_Sector_Solutions_Admin permission set group to assign them the required permission sets. The permission set group also provides access to additional common features that the admins can set up for users.
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Assign these permission sets to caseworkers who use provider search.
- Criteria-Based Search and Filter
- Program and Benefit Management Access
- Provider Management Access
- Public Sector Access
Alternatively, assign the users the Social_Program_Management_Caseworker permission set group to assign them the required permission sets. The permission set group also provides access to additional common features.
Enable Provider Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable provider management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Provider Management, and then select Provider Management Settings.
- Turn on Provider Management: Let users manage a network of providers, their facilities, and their specialties.
- Turn on View Healthcare Details: Let users see healthcare-specific details for providers.
Enable Program and Benefit Management
Required Editions
| User Permissions Needed | |
|---|---|
| To enable program and benefit management settings: | Customize Application |
- From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
- Turn on Create and manage your programs, benefits, and goals.
- Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.
Enable Criteria-Based Search and Filter and Data Pipelines
- From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
- Turn on Criteria-Based Search and Filter.
- From Setup, in the Quick Find box, enter Data Pipelines, and then select Get Started.
- Turn on Data Pipelines.
Enable Geocodes for Account Shipping Address
To allow users to specify distance parameters when they search for providers, populate the Facility Address Latitude and Facility Address Longitude fields on the Benefit Provider Searchable Field object. The Data Processing Engine definition maps Facility Address Latitude and Facility Address Longitude to the Shipping Latitude and Shipping Longitude fields on Account. Turn on the data integration rule that adds geocodes to the Shipping Address field on accounts. Data Processing Engine copies the coordinates for a facility’s shipping address to Facility Address Latitude and Facility Address Longitude.
- From Setup, in the Quick Find box, enter Data Integration, and then select Data Integration Rules.
- Click Geocodes for Account Shipping Address.
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Click Activate.
The data integration rule updates account records with geocodes.
When you run the Data Processing Engine definition to compile provider data in the Benefit Provider Searchable Field object, the Shipping Latitude, Shipping Longitude, Facility Address Latitude, and Facility Address Longitude fields can cause numeric overflow in sfdcDigest. To ensure that Data Processing Engine runs successfully, use Data Manager to change the scale value for these fields.
- From the App Launcher, find and select Data Manager.
- Click Connections.
- Select SFDC_Local or a custom connection.
- In the Object column, click Account.
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In the Columns tab, in the Shipping Latitude column, and click
.
- In the Shipping Latitude pane, for Scale, enter 14. Then, close the pane.
- Change the Shipping Longitude scale to 14, as well.
- Save your work.
- Repeat the steps to set the scale to 14 for Facility Address Latitude and Facility Address Longitude on the Benefit Provider Searchable Field object.
