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Public Sector Documentation
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            Search for Providers

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            Search for Providers

            Search for a provider from the Benefit Assignments related list or from a Lightning page. Specify search criteria, group and sort search results, and then select the best match for your constituent.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To use provider search:

            Criteria-Based Search and Filter

            AND

            Program and Benefit Management Access

            AND

            Provider Management Access

            AND

            Public Sector Access

            Depending on how your Salesforce admin has set up the search experience, access provider search from the Benefit Assignments related list or from a Lightning page, such as your org’s home page .

            Use provider search to find providers in your network who can deliver services to constituents. Search for providers based on criteria such as:

            • The name and type of benefit
            • The name and type of provider
            • Specialties offered by providers
            • The name of a provider facility
            • A provider facility’s hours of operation
            • Distance range

            Group results by a field such as the provider type and sort results by the provider’s name or other criteria. Select suitable providers and apply an action to them. For example, start a flow to create a referral for a constituent to visit a provider facility.

            Considerations for Using Provider Search

            • The search results panel shows up to 2,000 records. So if a search generates 2,500 results, provider search only shows 2,000 records in the results panel. If you apply aggregation criteria, provider search filters the 2,000 records in the results panel to match the criteria. It doesn’t filter all 2,500 results.
            • You can view up to 10 groups in the search results.
            • The Relative Location field shows a city name, but you can also search by street name, state or province, or any other address attribute that Google MapsTM can use to extract information.
             
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