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            Create Records for Healthcare Practitioners

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            Create Records for Healthcare Practitioners

            Create a person account record to represent a healthcare practitioner as a person and create a healthcare provider record to represent what the practitioner does.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Provider Relationship Management: Health Cloud Provider Relationship Management

            Healthcare provider records store business-level details about the healthcare organization or person, such as the provider type.

            1. From the App Launcher, find and select Accounts.
            2. Click New.
            3. Select the appropriate person account record type for practitioners.
            4. Enter the practitioner's first name and last name, and salutation if appropriate.
            5. Enter optional data such as the practitioner's address and contact information, and then save your changes
            6. From the App Launcher, find and select Healthcare Providers.
            7. Click New.
            8. For Healthcare Provider Name, enter the practitioner's full name.
            9. For Practitioner, select the contact that represents the practitioner.
              If you use Provider Search, you must leave the Account field empty to prevent provider search sync issues. For details, see Set Up Data for Provider Search.
            10. Enter optional data such as the provider type and provider class. For example, select Medical Doctor for the provider type and select Solo Practitioner for the provider class.
            11. For Status, select Active to show the provider's status is active.
            12. Save your changes.
             
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