Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
Code Sets and Code Set Bundles
Reporting in Health Cloud
Flow for Health Cloud
OmniStudio for Health Cloud
Help Patients Connect with Providers
Provider Search
Compare Provider Search and Legacy Provider Search
Set Up Provider Search
Set Up Data for Provider Search
Use Custom Fields to Run Provider Searches
Give Users Access to Provider Search
Prepare to Enable Provider Search
Enable Provider Search
Verify Access for Fields Used in Provider Search
Configure Provider Search for Users
Enable Users to Copy Provider Search Results
Enable Users to Generate a Report of Provider Search Results
Let Site Users Search for Providers
Enable Guest Users to Search for Providers
Synchronize Provider Search Data Manually
Provider Search Fields
Provider Search Limitations
Provider Cards
Protect Personal Health Information
Experience Cloud Sites
Intelligent Appointment Management
Virtual Care
Medication Management and Medication Review
Advanced Therapy Management
Intelligent Document Automation
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Integrated Care Management
Care Coordination for Slack
Unified Health Scoring
Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
Support Emergency Response Management and Contact Tracing
Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
PDF

Use Custom Fields to Run Provider Searches

In addition to the standard fields in the Provider data model, you can also run searches for providers using custom fields. To use your custom fields with Provider Search, map them to custom fields in the Care Provider Searchable Field object. You can also create custom fields to set up dependent picklists to help users search more easily.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use Data Processing Engine: Data Pipelines Base User
To enable Data Pipelines: Customize Application

Consider the following when creating custom fields:

  • Provider Search uses Data Pipeline definitions with Data Processing Engine to generate the searchable records.
  • Enabling Data Pipelines automatically creates the Analytics Cloud Integration User profile and grants visibility to any standard or custom fields in the org.
  • The Analytics Cloud Integration User profile requires Read access on all objects, fields, and custom fields used in Provider search. If you create custom fields after enabling Data Pipelines, be sure to update field visibility for the Analytics Cloud Integration User.
  • The custom fields must be in either the HealthcareProvider or HealthcarePractitionerFacility objects.
  • The custom fields must be of type Text, Picklist, or Picklist (Multi-Select).

If you’re creating custom fields to use with dependent picklists for searches, your fields must use the same object. For example, you can create a custom field on one of the source objects used with provider search, then set up a field dependency to an existing field on the same source object. To store the data from your custom field, create a new field on Care Provider Searchable Field and map the new fields. Then when you set up your Provider Search component, you can include the new field you created on the Care Provider Searchable Field object that uses the dependency.

To create a custom field for use in provider search:
  1. From Object Manager, find and select Care Provider Searchable Field.
  2. Create a text field to map to the custom field that you want to use in your searches.
    Make a note of the API name you set for this new field.
  3. Grant visibility access to the Analytics Cloud Integration User for the new field.
  4. In Setup, use the Quick Find box to find Care Provider Search Config.
  5. Click New Care Provider Search Config.
  6. Enter these values.
    Field Value
    Label A label for the mapping configuration.
    Name The API name of the mapping configuration.
    Mapped Object The object that has your custom field.

    You can use custom fields from only the HealthcareProvider and HealthcarePractitionerFacility objects.

    Note
    Source Field Enter the API name of the custom field you want to use.
    Target Field Enter the API name of the custom text field that you created in Care Provider Searchable Field.

    For Text Area (Long) there is a limitation of 4000 characters and anything exceeding that will be truncated after the provider search sync job is finished.

    Note
  7. Select IsActive.
  8. Save your configuration.
  9. Open a page configured with the Provider Search component in Lightning App Builder.
  10. Under Advanced Search Fields, click Add Field.
  11. Save and activate your configuration.