Intelligent Appointment Management uses a numeric ID to specify a practitioner or
facility. In the US, this ID is the National Provider Identifier (NPI), but you can substitute the
ID used in your country or region. To record a provider’s ID, create a Healthcare Provider NPI
record.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
User Permissions Needed
To use Health Cloud
Health Cloud Foundation permission set
Practitioner NPI records apply only to provider scheduling. Facility NPI records apply to both
provider scheduling and asset scheduling.
Note If you use an external scheduling system and a provider has no NPI configured, the
Appointment Management console doesn't display time slots for that provider.
You can create NPI records for practitioners and facilities even if you don’t use an external
scheduling system.
From the App Launcher, find and select Healthcare Provider
NPIs.
Click New.
Enter a name for the record.
For practitioners, enter Individual for NPI
Type and select a practitioner.
For facilities, enter Organization for NPI
Type and select an account that represents a facility.
Intelligent Appointment Management requires NPIs for practitioners, but not for
facilities.
Enter the NPI number.
Select Active.
Save your changes.
Sync Provider Search data and confirm that the healthcare provider NPIs sync to the Care
Provider Searchable Field records. See Synchronize Provider Search Data Manually.
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