Connect Healthcare Practitioners with Facilities

Enable patients to find their healthcare practitioners faster by associating the healthcare practitioner records with a facility. If the healthcare practitioner provides primary care to the patient, make sure you select the checkbox for the Primary Care Physician field.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use Health Cloud Health Cloud Foundation permission set
  1. From the App Launcher, find and select Healthcare Practitioner Facilities.
  2. Click New.
  3. Enter a name for the practitioner’s facility.
  4. Select Active.
  5. For Account, specify the account associated with the practitioner facility.
  6. For Practitioner, specify the practitioner that works at the facility.
  7. If the facility is the practitioner's primary facility, select Primary Facility.
  8. If the practitioner provides primary care, select Primary Care Physician.

    Make sure the Service Territory Member field looks up to the relevant Healthcare Practitioner Facility record if you’re using Salesforce Scheduler. This is not required if you’re using an external data source.

    Note

  9. Add any other information you need, and then save your changes.
    Image of a healthcare practitioner facility record.

Sync data for Provider Search to confirm that the Healthcare Practitioner Facility data is shown in the Care Provider Searchable Field object.