Understand the capabilities of Provider Search and Provider Search with Criteria-Based Search and Filter and decide which features best meet your requirements.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
- Provider Search
- Starting in Winter ‘23, you can use Provider Search with Data Processing Engine (DPE).
- Provider Search with Criteria-Based Search and Filter
- Starting in Spring ‘24, you can enable Provider Search with Criteria-Based Search and Filter to design a more flexible and customizable Provider Search experience.
- Legacy Provider Search
- Provider Search in existing customer orgs with Health Cloud versions before Winter ‘23 is called Legacy Provider Search. If you’re an existing customer who uses Legacy Provider Search, we suggest that you upgrade to Provider Search or Provider Search with Criteria-Based Search and Filter for the best performance and scalability. To upgrade, enable the new Provider Search.
Provider Search and Criteria-Based Search and Filter
Decide which Provider Search features best match your requirements. For example, Provider Search with Criteria-Based Search and Filter gives you the flexibility to configure search result filters and the search result display, but it doesn’t support bed searches. In the same org, you can use Provider Search for some use cases and Provider Search with Criteria-Based Search and Filter for others.
| Feature | Provider Search | Provider Search with Criteria-Based Search and Filter |
| Processing Technology | Data Processing Engine | Data Processing Engine |
| On-demand data sync in sandbox | Yes | Yes |
| On-demand data sync in production | Yes | Yes |
| Add custom fields | Yes | Yes |
| Data Update Frequency | Every 24 hours | Every 24 hours |
| Searchable object | CareProviderSearchableField only | CareProviderSearchableField recommended |
| Experience Cloud site | Supported for authenticated and guest users | Supported for authenticated and guest users |
| Bed search | Supported | Not supported |
| Map view | Supported | Supported |
| Search result filters | Not supported | Grouping and aggregation or filter fields supported |
| Search results display | Not configurable | List view or card view using Omnistudio Flexcards supported |
| Search result sorting | Not configurable | Configurable for list view |
| Advanced search | Supported | Not supported |
| Actions from search results | Copy Selected Records, Generate Report, Create Referral | Copy Records, Create Report, Create Referral included, other actions configurable |
Legacy Provider Search
Review these important considerations:
- Standard Provider Search Data Sync shows as “Disabled” on the Provider Search Settings page for existing customers.
- Legacy Provider Search remains active for existing customers until Standard Provider Search Data Sync is enabled.
- Legacy Provider Search matches search terms to values in multiple fields. For example, a search for Diabetes in the Specialty field returns providers with Diabetes in the Specialty field as well as providers with Diabetes in a custom field. Starting in Summer ‘24, you can match values in the specified text or text area field, as opposed to matching values in any field. From Setup, in the Quick Find box, enter Provider Search, and then select Provider Search Settings. On the Getting Started tab, enable Provider Search Precise Matching. With Provider Search Precise Matching enabled, a search for Diabetes in the Specialty field returns only the providers with Diabetes in the Specialty field. The Provider Search Precise Matching setting doesn’t apply to searches run in the Criteria-Based Search and Filter component.
- Legacy Provider Search uses a Sync Job that runs every 6 hours. On-demand data synchronization is available only in sandbox orgs.
- Legacy Provider Search uses the same data model as Provider Search and Provider Search with Criteria-Based Search and Filter.
- You can continue to add custom fields to the Healthcare Provider and Healthcare Practitioner Facility objects and sync them to the Provider Search Searchable Field object.
- Legacy Provider Search isn’t available in Life Sciences Cloud.