Set Up Provider Search for Patients on an Experience Cloud Site

Enable patients to search for providers by adding the Provider Search component to an Experience Cloud site and configuring the component.
Available in: Enterprise and Unlimited Editions with Health Cloud and Health Cloud Customer Community or Health Cloud Customer Community Plus license.

User Permissions Needed
To use Health Cloud for Communities

Health Cloud for Community add-on license

AND

Customer Community or Customer Community Plus add-on license

Digital Experiences must be enabled to complete these steps.

  1. From Setup, under Digital Experiences, click All Sites.
  2. Click Builder next to an existing site or click New to create a site.
    1. Select the Customer Account Portal Template.
    2. Enter the Name. We suggest Patients.
    3. Enter the URL. We suggest patients.
    4. Click Create.
    5. Click Builder.
  3. In the Builder navigation bar, click the dropdown next to the page name.
  4. Create a page for the provider search component.
    1. Click New Page.
    2. Use a Standard page with a Flexible Layout.
    3. Enter the Page Name. We suggest Provider Search.
    4. Enter the URL. We suggest providersearch.
    5. Enter the API Name. We suggest ProviderSearch.

      The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter ProividerSearch, the API name for the page is ProviderSearch__c.

      Note

  5. On the Provider Search page, add the Provider Search component.
  6. Publish the Experience site.
  7. Navigate to the Administration Workspace and add profiles and permission sets.
    1. In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
    2. Select Workspaces next to the Provider Search Experience site.
    3. Click the Administration tile.
    4. Click Members.
    5. Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
    6. Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
    7. Save your work.
  8. On the Administration panel, click Settings, and Activate the Experience site.