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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 or Life Sciences Cloud, and Einstein GPT Platform and Einstein GPT Prompt Builder Add-On licenses |
| 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.
- From the App Launcher, find and select Accounts.
- Click New.
- Select the appropriate person account record type for practioners.
- Enter the practitioner's first name and last name, and salutation if appropriate.
- Enter optional data such as the practitioner's address and contact information, and then save your changes
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Add a business identifier for the account such as the National Provider Identification
(NPI) number.
- From the account's related list, go to Identifiers and click New.
- For Parent Record, verify the account is selected.
- For ID Value, enter the identifier value specific to your country or region.
- Save your changes.
- From the App Launcher, find and select Healthcare Providers.
- Click New.
- For Healthcare Provider Name, enter the practitioner's full name.
- For Account, select the person account you created for the practitioner earlier.
- Enter optional data such as the provider type and provider class. For example, select Medical Doctor for the provider type and select Solo Practitioner fo the provider class.
- For Status, select Active to show the provider's current status is active.
- Save your changes.
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