Enable Users to Generate a Report of Provider Search Results

Upload a provider search report template, create a Document Generation Setting, and enable the action bar so that users can generate a report of provider search results.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To create document templates and generate documents:	DocGen Designer permission set license

Before you enable users to generate provider search reports, create a template. To learn how to create a template, see Deep Dive into OmniStudio Document Generation.

Here’s a sample template that you can use.

Provider Name	Specialty	Sub Specialty	National Provider Identifier	Provider Type	Operating Hours	Facility Name	Facility Street	Facility City	Facility State	Facility Postal Code	Facility Country
{{#ProviderSearchReport}}{{#record}}{{ProviderName}}	{{Specialty}}	{{SubSpecialty}}	{{NationalProviderIdentifier}}	{{ProviderType}}	{{OperatingHours}}	{{FacilityName}}	{{FacilityStreet}}	{{FacilityCity}}	{{FacilityState}}	{{FacilityPostalCode}}	{{FacilityCountry}} {{/record}}{{/ProviderSearchReport}}

Provider search report generation isn’t available for guest users and Community users.

Note

Upload and share the provider search report template with users.
For non-English users, make sure the template name is appended with the language code. For example, name a template for French users as fr_ProviderReportTemplate.
1. From the App Launcher, find and select Files.
2. Click Upload Files and select the provider search report template you created.
3. Click Done when the upload completes.
4. Locate the template you uploaded and click , then select Share.
5. Search for and select users who can access the template. For users who also need to generate reports, select Collaborator.
6. Click Share.

Create a Document Generation Setting record. If you already have one, skip this step.

From Setup, in the Quick Find box, enter Document Generation Settings, and then select Document Generation Settings.
Click New, enter these values, then click Create.

Field	Value
Label	Specify a value such as DocGen
API Name	Defaults to Label value
Document Template Library Name	DocgenDocumentTemplateLibrary (default)
Generation Mechanism	Server-Side
Preview Type	PDF
ServerSide Docgen Enabled	Check

You can only create one Document Generation Setting record.

Add the provider search report template name in Lightning App Builder and enable the Action bar.
1. In Lightning App Builder, open the page where you added the provider search component.
2. In the Properties pane, select Show action bar.
  The Action drop-down() in the provider search component includes the Generate Report option.
3. In the Properties pane, in the Provider Search Report Template field, enter the name of the provider search report template you uploaded.
4. Save your work.

Users can now select the relevant providers from search results and generate a provider search report.

Health Cloud Administration

Enable Users to Generate a Report of Provider Search Results

See Also