Set Up Data for Provider Search

To use Provider Search you need records with basic information for practitioners, facilities, and their relationships.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

To make the data in the provider search data model searchable, Health Cloud converts it into a searchable format using a background process called provider sync. The process moves the source data to a searchable object called Care Provider Searchable Fields. This object speeds up provider searches because it gathers information ahead of time from various source fields across multiple objects.

For each provider and facility, create records that contain the basic information your users will need in search results.

These steps assume that you’re manually defining a few facilities and practitioners to get provider search up and running. For a real-world implementation, we recommend that you import the data using Data Loader or the Composite API.

Note

To define a facility, such as a hospital, clinic, private practice, lab, or other organization, create a Healthcare Provider record and specify the facility in the Account field.
For a practitioner, such as a doctor, chiropractor, or therapist, create a Healthcare Provider record and associate the practitioner with a facility.
1. Create a Healthcare Provider record and specify the practitioner’s Contact record in the Contact field (leaving the Account field empty).
  
  Make sure to leave the Account field empty to avoid provider search sync issues.
  Note
2. Create a Healthcare Practitioner Facility record specifying the facility’s Account record in the Account field and the practitioner’s Contact record in the Contact field.
For a solo practitioner, such as a family doctor in private practice, you need an Account record for the practice, a Contact record for the practitioner, and a Healthcare Practitioner Facility record that connects the practitioner to the practice. (For our purposes here, a practice is considered a kind of facility.)
Note
To define a relationship between a practitioner and a facility, create a Healthcare Practitioner Facility record specifying both the facility’s Account record and the practitioner’s Contact record. You can create any number of Healthcare Practitioner Facility records matching practitioners with facilities.
For example, a doctor working at more than one hospital will appear in a Healthcare Practitioner Facility record for each hospital where they work.

Make sure these fields are populated, at minimum:

Source Field	Target Field in CareProviderSearchableField	Required for Practitioner	Required for Facility
Account.Name	FacilityName
Account.ShippingAddress	Address
Account.Phone	FacilityPhone
Contact.FirstName	ProviderName
Contact.LastName	ProviderName
HealthcareProvider.Account	(Lookup to Account object)
HealthcareProvider.Practitioner	(Lookup to Contact object)
HealthcarePractitionerFacility.Account	(Lookup to Account object)
HealthcarePractitionerFacility.Practitioner	(Lookup to Contact object)

For Provider Search Legacy the data is updated every six hours. However, you can manually update this data in your sandbox org at any time.

For Provider Search using Data Processing Engine, the data is automatically updated one time per day. You can manually update this data in your sandbox or production org at any time.

To verify that your provider data is available for users to search, find Provider Search Sync Logs in the app launcher.

The Provider Search Sync Logs enable users to check the sync status of providers that are set up for search. The Sync Status field reflects whether a provider’s sync is a Success or Failure. If a provider's data didn't successfully sync to the Care Provider Searchable Fields object, review the message.

The Provider Search sync log only covers data being synchronized between source objects and the search object. If something is going wrong when data is created or updated in the source object, try resolving the issue there first, then retry the sync.

Note

Health Cloud Administration

Set Up Data for Provider Search

See Also