---
schema_version: "1"
id: 0f74d0c0d0eeb4f758c3c9d50bbbb2eeb145a3f7d5ae51eb5075555bcb196d72
title: Add the Provider Search Component to a Record Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_provider_search_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_provider_search_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b699ba4b09b4bea52f2cc0658aec410599d20c35d27bf4dec5f94a32fde979c5
description: Add the Provider Search component to a Lightning page and customize your Health Cloud users’ search experience.
products:
  - Health
release: "264"
---
# Add the Provider Search Component to a Record Page

Add the Provider Search component to a Lightning page and customize your Health Cloud users’ search experience.

### 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>
        </tbody>
      </table>

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

Important These steps apply to Provider Search and Legacy Provider Search. If you use Provider Search with Criteria-Based Search and Filter, add the Criteria-Based Search and Filter to a Lightning page. See [Add the Criteria-Based Search and Filter Component to a Page](https://help.salesforce.com/s/articleView?id=ind.criteria_based_search_filter_component.htm&type=5&language=en_US).

Before you start, check that the maps and location service is turned on and that the data integration rule for geocoding in the Care Provider Searchable Fields object is enabled. Go to Setup, in the Quick Find Box enter Data Integration Rules, and select **Data Integration Rules**. Look for the **Geocodes for Care Provider Searchable Field Address** and check that the status is **Active**. Then look for the **Geocodes for Account Shipping Address** and check that the status is **Active**. If the setup is incomplete, contact your Salesforce account representative.

Optionally, set up dependent picklists to help users find the right choices faster when searching. For more information, see [Use Custom Fields to Run Provider Searches](https://help.salesforce.com/s/articleView?id=ind.admin_provider_search_custom_fields.htm&release=264.0.0&type=5 "In addition to the standard fields in the Provider data model, you can also run searches for providers using custom fields. To use your custom fields with Provider Search, map them to custom fields in the Care Provider Searchable Field object. You can also create custom fields to set up dependent picklists to help users search more easily.").

1. In Lightning App Builder, edit the page where you want to add the Provider Search component.
    - Place the Provider Search component on the account record page.
    - Place the component on the home page of your Health Cloud app.
    - Create an app that contains only the Provider Search component.
        
        ![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 In a standalone app, users can’t filter by eligibility according to insurance plan.
2. Drag the Provider Search component to the page.
3. In the properties panel, under Search Panel Fields, choose the fields users can search.
    
    Select **Required** for fields that must be supplied.
    
    ![Specifying a required field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/health/images/provider_search_required_fields.png)
4. Click **Add Field** to add additional fields to the search.
5. If you've added custom fields, under Advanced Search Fields, click **Add Field** to add them to the search.
6. If you have more fields than fit on a single screen, users can click **View Advanced Search** to show all fields. If you want users to see all fields at once, unselect **Hide Advanced Search**.
7. Under **Search Results Fields**, rearrange the selected field order as needed.
8. Save and activate your page.
9. In the App Launcher, search for the page or app and try it out.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_tip.png)
    
    Tip If you have a mobile app set up, some users can make phone calls directly from the provider search result card.

If you don't see search results immediately after setting up provider search, you can manually sync the data. Provider Search automatically syncs the data one time per day. Legacy Provider Search syncs the data every six hours.

#### See Also

- [_Salesforce Help_: Geocode Data Integration Rules](https://help.salesforce.com/s/articleView?id=sales.data_integration_geo_rules.htm&type=5&language=en_US)
- [_Salesforce Help_: Define Dependent Picklists](https://help.salesforce.com/s/articleView?id=platform.fields_defining_field_dependencies.htm&type=5&language=en_US)