Set Up Healthcare Providers

Set up records for healthcare providers such as the practitioners (people) who take care of patients and the facilities (organizations) where patients are cared for. Practitioners include doctors, nurses, physical therapists, and other clinical staff. Facilities include hospitals, clinics, labs, and other organizations.

When you set up healthcare provider data, create a record to represent the provider as a person or an organization, and then create a record to represent what the provider does.

For organizations, create accounts with a Business record type.

For people, create person accounts or contacts, but we strongly recommend person accounts. A person account combines an account and a contact. Person accounts are a better fit for healthcare providers who are their own independent entity with practicing rights at a number of locations. These individuals have their own unique identification number, such as a National Provider Identifier (NPI), which follows them regardless of where they work. If you map individual providers as contacts, there are limited capabilities for these records.

To represent providers in terms of what they do, create healthcare provider records. These records store business-level details about the healthcare organization or person, such as the provider type.

A person account record and a healthcare provider record combine to represent the FHIR Practitioner resource in Salesforce. The healthcare provider record is the base, and it references the person account record using the AccountId field.

Note Model providers using both the Healthcare Provider object and person accounts to ensure they’re aligned to the FHIR Practitioner resource and they can appear in features such as provider search. If you model providers only as person accounts, you may not be able to use features such as provider search.

To define the relationship between a practitioner and a facility, create a healthcare practitioner facility record that specifies the facility’s account record and the practitioner’s person account or contact record. Healthcare practitioner facility records represent the set of services that a practitioner provides at a specific location.

Create additional records to store provider care specialties, certifications, education, and licenses, and for the payer network that a healthcare provider is affiliated with.

• 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.
• Create Records for Healthcare Organizations
  Create a business account record to represent a healthcare facility as an organization and create a healthcare provider record to represent what the organization does.
• Create Healthcare Facilities
  Create a healthcare facility record to represent the facility's physical, geographic, or functional details. A healthcare organization’s local branches or facilities need healthcare facility records that reference a business account and a healthcare provider record for that specific branch or facility.
• Connect Healthcare Practitioners with Facilities
  Define the relationship between a practitioner and a facility or organization by creating a healthcare practitioner facility record to represent the set of services that a practitioner provides at that facility or for that organization.
• Create Healthcare Facility and Payer Networks
  Create healthcare payer network records for insurance network groups, and then create healthcare facility network records to identify the payer network that a facility or organization is a part of.
• Create Care Specialty Records
  Healthcare providers can have multiple specialties and subspecialties. Create care specialty and healthcare provider specialty records to represent them. You can also classify specialties and subspecialties using taxonomy records.
• Create Care Provider Facility Specialty Records
  Create care provider facility specialty records to represent all the specialties that the practitioner provides at a specific facility or for a specific organization. These records help patients find a provider by the specialties they offer at a facility.
• Add Healthcare Provider Credentials
  Create records to store healthcare provider credentials such as accreditations, awards, board certifications, business licenses, and education.