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            Add a Practitioner, Identifier, and Healthcare Provider NPI

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            Add a Practitioner, Identifier, and Healthcare Provider NPI

            In the Health and Life Sciences industry, practitioners play a critical role by providing essential healthcare to patients. In a pharmacy benefits verification request, patient services representatives provide the name and an ID of the practitioner who takes care of patients. Pharmacy Benefits Verification uses a numeric ID to specify a practitioner. In the US, this ID is the National Provider Identifier (NPI), but you can substitute the ID used in your country or region.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To create account records:

            Health Cloud Starter (for Life Sciences Cloud) permission set

            OR

            Health Cloud Foundation (for Health Cloud) permission set
            To create identifier records: Manage Pharmacy Benefits Verification permission set
            To create healthcare provider npi records:

            Health Cloud Starter (for Life Sciences Cloud) OR Health Cloud Foundation (for Health Cloud) permission set

            Before you create a person account, make sure you add Email field on the Person Account page layout.

            Create a related list of identifiers for person account records. In pharmacy benefits verification, each practitioner record requires an identifier. This identifier populates the practitioner ID field in the verification request. Create a healthcare provider NPI to represent identifiers from the National Provider Identifier that are assigned to each practitioner.

            In pharmacy benefits verification, practitioners are represented as person account records.

            1. From the App Launcher, find and select Accounts.
            2. Click New.
            3. Select Person Account as the record type, and click Next.
            4. Enter the first and last name.
            5. Enter the birthdate, email, and phone.
            6. Select the gender.
            7. Save your changes.
            8. In the Identifiers related list, click New.
            9. In ID Value, enter the practitioner's national provider ID specific to your country or region.
            10. Enter the source system.
              For example, Infinitus.
            11. Save your changes.
            12. Create a Healthcare Provider NPI.
              1. From the App Launcher, find and select Healthcare Provider NPIs.
              2. Click New.
              3. Enter a name.
              4. Select an NPI Type.
              5. In Account, select the person account that you created for the practitioner earlier.
              6. Save your changes.
            13. Create Records for Healthcare Practitioners

            See Also

             
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