Create a Practitioner Relationship Graph Using a Template
Use the healthcare practitioner relationship template in Actionable Relationship Center
(ARC) to create a graph that shows a practitioner’s relationships to facilities, provider NPIs,
provider specialties, certifications, and business licenses.
| Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To access Health Cloud Objects: | Health Cloud Foundation |
These instructions assume that you have the data setup for Healthcare Practitioners to display in the ARC relationship graph.
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Create a practitioner relationship graph from a template.
- From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
- Select New Relationship Graph.
- On Default Templates tab, select Healthcare Practitioner.
- Click Create Graph.
- Enter a Label. We suggest Practitioner Relationship.
- Keep the default Developer Name.
- Select a Graph Type.
- Save your work.
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Add Patient Relationship Graph to a Person Account record page.
- From Setup, in the Quick Find Box, enter Lightning App Builder, and then select Lightning App Builder.
- Click Edit next to the page for your patient person account record.
- To create a tab for the relationship graph, select the details area, and click Add Tab.
- Select the tab label Relationships.
- On the details area, select the Relationships tab.
- From the component list select ARC Relationship Graph and drag it to the Relationships tab.
- Enter a Label. We suggest Relationship Graph.
- For the Graph Name, select the graph you created.
- Save your work.
- Activate the page.