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Set Up Provider Search

Learning Objectives

After completing this unit, you’ll be able to:
  • Understand how provider search uses provider sync to look for information and return relevant results.
  • Learn how to add provider cards to a page layout.

Add Provider Search to the Page Layout

To configure provider search to meet the specific needs of your business and the target users of the search feature, you can:
  • Specify the fields to include in the search panel, the field sequence, and the fields to show in Basic and the Advanced sections.
  • Specify the fields to include in the search results section, the field sequence, and switch between showing or hiding field labels.
  • Customize the names of the search and results fields.

Before you begin to add provider search to the page layout, you need to enable provider search. In Setup, search for Provider Search. On the Provider Search Settings page, switch the Enable Provider Search toggle to Enabled.

The Provider Search page in Setup where you enable or disable Provider Search.

Now add provider search to the page layout.

  1. In Lightning App Builder, make the Provider Search component (1) available to Health Cloud console users by doing one of the following:
    • Drag the Provider Search component onto the Account Record Page.
    • Drag the Provider Search component on the Home page of your Health Cloud app.
    • Create an app that just contains the Provider Search component.
  2. To add your preferred fields to the Provider Search panel (2), in Search Panel Fields (3) click Add Field (4). Similarly, add fields in Advanced Search Fields (5) and Search Results Fields (6). The Account Record Page showing the Provider Search component, the Provider Search panel, and the available search and results fields.] You can also customize the field names. Click the field, edit the name, and click Done. An example showing a renamed search field.
  3. Save and activate the component.

Create Custom Search and Results Fields

If you want to search based on fields other than the standard fields that are provided in Health Cloud, you can add custom fields to the provider data model and expose them as search parameters and in the search result cards. To add a custom field:
  • Add the new field label to the Healthcare Provider or Healthcare Practitioner Facility object.
  • Add the new field label to the Care Provider Searchable Field object.
  • Map the two fields.

The procedure for adding a field label to the Healthcare Provider and Healthcare Practitioner Facility object is the same. In this example, add the new field to the Healthcare Provider object.

  1. From Setup, click Object Manager and click Healthcare Provider.
  2. Open Fields & Relationships and click New to create a custom field label.
  3. Select a data type and click Next.
  4. Enter the details for the new custom field and click Next. The Object Manager page showing the details of the Healthcare Provider object.
  5. Set the field-level security to determine whether the field is visible and editable or read-only for specific profiles. Field-level security allows you to control which fields are visible in different channels.
  6. Click Next and Save.

Next, follow the same steps to add the new field to the Care Provider Searchable Field object.

  1. Go back to the Object Manager and click Care Provider Searchable Field.
  2. Open Fields & Relationships and click New to create a new custom field label.
  3. Select a data type and click Next.
  4. Enter the details for the new custom field and click Next. Make sure to enter a different name from the one you specified in the Healthcare Provider object.
  5. Set the field-level security to determine whether the field is visible and editable or read only for specific profiles.
  6. Click Next and Save.

Now map the two fields.

  1. In Setup, click Care Provider Search Config.
  2. Click New Care Provider Search Config.
  3. Enter a label. The Name field automatically populates with the same entry.
  4. Select the appropriate choice from the Mapped Object dropdown list. For this example, select HealthcareProvider because the new field was added to the Healthcare Provider object.
  5. In Source Field, add the field name of the field label you added to the Healthcare Provider object. The Object Manager page showing the details of the Healthcare Provider object.
  6. In Target Field, add the field name of the field label you added to the Care Provider Searchable Field object.
  7. Click Save. The Setup page showing the details of the Care Provider Search Config object. The new field is available in the Search Panel and the Results Panel. Image showing the newly added field in the Provider Search panel, the search panel fields list, and results fields list.

To Sum Up

Now you know how to configure both the provider relationship cards and the provider search features to help reduce an agent’s daily grind. In Health Cloud, a great provider data model offers great solutions that ease your responsibilities. All contacts centered in one place can make a contact center agent’s load a whole lot lighter. Time for you to try it out for yourself!