On the Visits page, select a visit record and then click Request Visit Task Recommendations. On the AI Visit Recommendations page, select a visit recommendation record and then click Request Visit Task Recommendations.
Table of Contents
How do I add a provider search field to a patient?
If you want to find the new field, in Setup click the Health Cloud – Lightning Console App. From the Patient Tab, choose any patient. On the Person Account page, click the gear icon and select Edit Page. From the search box on the left type, Provider Search. Drag Provider Search to any space under the patient’s name.
How do I contact Salesforce support?
Click Contact Support. Click Create a Case on the “Create a Case” tile. Technical Support for questions about Salesforce products, developer support, feature activation, Marketing Clouds, Admin Assist, etc. Partner Program Support for questions about the partner program such as AppExchange service listing, billing, partner tiers, etc.
How do I add custom fields to the provider data model?
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.
What is careprovidersearchablefield in Salesforce?
The CareProviderSearchableField object, which holds a variety of information from certain fields in the provider data model, ensures faster provider searches. The provider search Lightning component queries this object instead of multiple objects to perform searches, which improves search performance.
Salesforce Intelligent Appointment Management
With the Salesforce Intelligent Appointment Management console, call center agents and care coordinators can schedule appointments for patients efficiently. Set up the console to work with an electronic health record (EHR) system or the Salesforce Scheduler, which acts as the back-end database server.
Radix Health DASH
DASH takes the rules frequently found in binders and post-it notes, and codifies them into a guided scheduling system standardized across your access center. Triage questions identify the right acuity, provider, or level of service. DASH even accounts for commonly identified, complex provider preferences.
SUMO Scheduler
SUMO’s scheduling platform seamlessly integrates into your existing patient journey touchpoints and processes, powering conversations that result in higher conversion rates and increased patient loyalty.
Appointiv
Appointiv makes complex appointment scheduling a breeze with a tailored, flexible solution that is 100% powered by Salesforce. Automate manual processes and watch your work start to flow! Appointiv is a native Salesforce app which means you simply download from the AppExchange and get started – no integration required!
Learning Objectives
Understand how provider search uses provider sync to look for information and return relevant results.
About Provider Search
Unlike the traditional approach of extracting data from your CRM system into a data warehouse for enabling provider search, Health Cloud directly provides provider search on top of your CRM data both for internal users and site members. This dramatically reduces implementation time and costs.
Add Provider Search to the Page Layout
Specify the fields to include in the search panel, the field sequence, and the fields to show in Basic and the Advanced sections.
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:
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.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
