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.

  1. Create a practitioner relationship graph from a template.
    1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
    2. Select New Relationship Graph.
    3. On Default Templates tab, select Healthcare Practitioner.
    4. Click Create Graph.
    5. Enter a Label. We suggest Practitioner Relationship.
    6. Keep the default Developer Name.
    7. Select a Graph Type.
    8. Save your work.
  2. Add Patient Relationship Graph to a Person Account record page.
    1. From Setup, in the Quick Find Box, enter Lightning App Builder, and then select Lightning App Builder.
    2. Click Edit next to the page for your patient person account record.
    3. To create a tab for the relationship graph, select the details area, and click Add Tab.
    4. Select the tab label Relationships.
    5. On the details area, select the Relationships tab.
    6. From the component list select ARC Relationship Graph and drag it to the Relationships tab.
    7. Enter a Label. We suggest Relationship Graph.
    8. For the Graph Name, select the graph you created.
    9. Save your work.
    10. Activate the page.