Build a Provider Experience Cloud Site in Public Sector

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Caseworkers often lack direct insight into constituents’ progress with their scheduled benefits and their interactions with providers. Instead, they depend on the providers to keep them informed. Providers, meanwhile, find it challenging to regularly share reports of the services they deliver to clients.

To address these challenges, create a portal where providers can manage and track their services and give agencies and constituents visibility into their data and processes. This collaborative platform promotes efficient and transparent partnerships. 

Here are a few ways that providers can use the portal.

• Review and act on referral requests. 
• See individuals whose benefits are approved, see their assigned benefits, and enroll them in programs and benefits.
• Create benefit schedules and sessions. 
• Review scheduled sessions and mark attendance.
• Review their specialties, facilities, and credentials submitted to the agency, and keep the information up to date.

Public Sector includes an Experience Cloud site template with preconfigured pages for a provider portal. In addition to a home page and pages for login, self-registration, changing a password, and forgotten passwords, the Service Provider Portal Experience Cloud site template includes these pages:

• Clients
• Schedules
• Attendance

You can customize the pages at any time in Experience Builder.

• Provider Site Prerequisites
  Before you create a provider portal from the Experience Cloud site template in Public Sector, complete the prerequisites.
• Create an Experience Cloud Site from the Service Provider Portal Template in Public Sector Solutions
  Use a template to create an Experience Cloud site that includes pages for providers to process referral requests, track service delivery, and manage their information.
• Enable Chatter Feeds for Providers
  Turn on Chatter feed tracking for these objects so that record updates are available in a feed on the record page: Benefit Assignment, Benefit Schedule, Benefit Session, Referral. Also, enable Chatter on the provider site so that providers can view the feeds.