Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Show Assigned and Past Provider Badges

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Show Assigned and Past Provider Badges

            Often, a number of care providers and healthcare practitioners are involved in a patient’s care. To easily schedule appointments with the required practitioner, such as the primary care physician, you must display assigned and past provider badges on the provider’s card.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To provide access to features not covered under the Health Cloud Standard permission set: Health Cloud Permission Set License

            If you’re bringing in patients from an external system, such as an EHR system, make sure you create an Intelligent Appointment Management URL Configuration. See Connect to the External Scheduling System.

            1. Configure Intelligent Appointment Management to use standard objects.
              1. From Setup, in the Quick Find box, enter Health Cloud Settings, and then select Health Cloud Settings.
              2. Enable Standard Objects for Account and Contact Relations.
            2. Map relationships between contacts, households, and business accounts by using objects in the group membership model.
              1. To represent household members and relationships between business accounts and households, use Contact Contact Relationship and Party Role Relationship records.
              2. Complete the prerequisites for Group Membership, and then enable Group Membership Settings. From Setup, in the Quick Find box, enter Group Membership, and then select Group Membership Settings. Turn on group membership.
              For details about the group membership model, see Group Membership and Households.
            3. From the App Launcher, select Healthcare Practitioner Facility, then go to a record associated with a Primary Care Physician.
              1. Make sure the checkbox for Primary Care Physician is selected. See Connect Healthcare Practitioners with Facilities.
              2. If you're using Salesforce Scheduler, make sure the provider is referenced in the Service Territory Member field.
            4. If you haven’t already done so, add the Healthcare Appointment Scheduler component to the patient’s Person Account page layout and select the Show provider badge attribute. See Add the Intelligent Appointment Management Component to Record Pages .
            5. Show assigned and past providers in the Appointments tab. The Past Provider badge automatically appears when the patient's medical data for the last year includes providers the patient has received care from.
              1. From the App Launcher, find and select Accounts to list the Person Accounts that represent patients.
              2. Open the record for a patient by clicking the name.
              3. In the Appointments tab, select a visit type.
              4. Select your preferences for the provider. Select the day and time when you want to schedule the appointment, the provider, their specialty, and the facility they’re associated with.
              5. Select Search.
                Assigned and past providers show assigned and past provider badges in the search results.

                Assigned provider badge appears under the provider's name in the Schedule Appointment tab on the patient's record page.

             
            Loading
            Salesforce Help | Article