Provider Search

Set up provider search and help caseworkers find suitable providers who can deliver services to constituents and take actions on the providers. The search experience that caseworkers need varies by the provider type, the information they need to act, and the relevant actions that they can take. Use the Criteria-Based Search and Filter features to design varied provider search experiences by configuring the required search criteria, result fields, and actions for each experience. Customize the predefined provider search configuration or create your own configuration based on it.