Intelligent Appointment Management uses a numeric ID to specify a practitioner or
facility. In the US, this ID is the National Provider Identifier (NPI), but you can substitute the
ID used in your country or region. To record a provider’s ID, create a Healthcare Provider NPI
record.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions Needed |
| To use Health Cloud |
Health Cloud Foundation permission set |
Practitioner NPI records apply only to provider scheduling. Facility NPI records apply to both
provider scheduling and asset scheduling.
You can create NPI records for practitioners and facilities even if you don’t use an external
scheduling system.
-
From the App Launcher, find and select Healthcare Provider
NPIs.
-
Click New.
-
Enter a name for the record.
-
For practitioners, enter Individual for NPI
Type and select a practitioner.
For facilities, enter Organization for NPI
Type and select an account that represents a facility.
Intelligent Appointment Management requires NPIs for practitioners, but not for
facilities.
-
Enter the NPI number.
-
Select Active.
-
Save your changes.