---
schema_version: "1"
id: 5f33cbcc52a54c594b53e3fca59dd8edf888d258bf9baf19f6120b5a9d5c90ac
title: Set Up Data for Provider Search
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_create_provider_search_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_create_provider_search_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c290e55789e2a8949c122b08e11a648a1305fb9ad186c7287a142e66e83e937e
description: Create records for practitioners and facilities that contain the basic information your users need in provider search results.
products:
  - Health
release: "264"
---
# Set Up Data for Provider Search

Create records for practitioners and facilities that contain the basic information your users need in provider search results.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
            </td>

          </tr>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d198490e66">User
              Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d198490e66 ">To use Provider Search:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d198490e66 ">
              <p>Health Cloud Provider Search permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Health Cloud Provider Relationship Management permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

To make the data in the provider search data model searchable, Health Cloud converts it into a searchable format using a background process called provider sync. The process moves the source data to a searchable object called Care Provider Searchable Field. This object speeds up provider searches because it gathers information ahead of time from various source fields across multiple objects.

For each provider and facility, create records that contain the basic information your users need in search results.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note These steps assume that you’re manually defining a few facilities and practitioners to get provider search up and running. For a real-world implementation, we recommend that you import the data using Data Loader or the Composite API.

1. Create a business account that represents a healthcare facility, and then create a healthcare provider record that represents the same healthcare facility. In the business account, specify a name, address, and phone number at minimum. In the healthcare provider record, specify the facility's business account in the Account field.
    
    Facilities include hospitals, clinics, private practices, labs, and other organizations that provide healthcare.
    
    For details, see [Create Records for Healthcare Organizations](https://help.salesforce.com/s/articleView?id=ind.hc_create_records_for_healthcare_organizations.htm&release=264.0.0&type=5 "Create a business account record to represent a healthcare facility as an organization and create a healthcare provider record to represent what the organization does.").
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)
    
    Note To improve search results, avoid using reserved characters in record names (? & | ! { } ( ) ^ ~ \* : \\ " ' +). Provider Search doesn’t properly interpret reserved characters and if a record name includes them, it doesn't appear in search results.
2. Create a person account to represent a healthcare practitioner as a person and then create a healthcare provider record that represents the same practitioner. In the person account, specify a first and last name at minimum. In the healthcare provider record, specify the practitioner's person account in the Contact field, and leave the Account field empty.
    
    Practitioners include doctors, chiropractors, and therapists.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)
    
    Note To avoid provider search sync issues, make sure to leave the Account field empty. If you set up a healthcare provider record for a practitioner by specifying a Contact field value, and add an Account field value later, Provider Search then behaves as if the record is a facility. The practitioner is no longer synced or available in Provider Search results. To resolve this issue, remove the Account field value and sync data manually.
    
    For details, see [Create Records for Healthcare Practitioners](https://help.salesforce.com/s/articleView?id=ind.hc_create_records_for_healthcare_practitioners.htm&release=264.0.0&type=5 "Create a person account record to represent a healthcare practitioner as a person and create a healthcare provider record to represent what the practitioner does.").
3. Create a healthcare practitioner facility record that defines a relationship between a practitioner and a facility. For account, specify the facility's business account record. For practitioner, specify the practitioner's person account record.
    
    You can create any number of healthcare practitioner facility records to match practitioners with facilities. For example, a doctor working at more than one hospital appears in a healthcare practitioner facility record for each hospital where they work.
    
    For a solo practitioner such as a family doctor in private practice, create a business account record for the practice and a person account record for the practitioner. Create a healthcare provider record that specifies the business account as the account and the person account as the contact. Then you create a healthcare practitioner facility record that connects the practitioner to the practice. For our purposes, a practice is a kind of facility.

To verify that your provider data is available for users to search, review the Provider Search Sync Logs. From the App Launcher, find and select **Provider Search Sync Logs**. In each log, the Sync Status field shows whether a provider’s data sync succeeded. If a provider's data didn't sync to a corresponding Care Provider Searchable Field record, the Message field shows errors.

The Provider Search Sync Logs enable users to check the sync status of providers that are set up for search. The Sync Status field reflects whether a provider’s sync is a Success or Failure. If a provider's data didn't successfully sync to the Care Provider Searchable Fields object, review the message.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note The Provider Search Sync Logs show information about the data that’s synchronized between the source records and the search object records. If something goes wrong when data in source records is created or updated, resolve the issue in the source records first. Then try syncing again.

#### See Also

- [Health Cloud Developer Guide: Care Provider Searchable Fields object](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_objects_careprovidersearchablefield.htm)
- [Health Cloud Developer Guide: Healthcare Provider object](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_objects_healthcareprovider.htm)
- [Health Cloud Developer Guide: Healthcare Practitioner Facility object](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/sforce_api_objects_healthcarepractitionerfacility.htm)