Define the relationship between a practitioner and a facility or organization by creating a healthcare practitioner facility record to represent the set of services that a practitioner provides at that facility or for that organization.
Required Editions
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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 |
A healthcare practitioner facility record specifies the facility’s account record and the practitioner’s contact record. Create multiple records if a practitioner works for more than one facility or organization.
If the healthcare practitioner provides primary care to the patient, make sure you select the Primary Care Physician checkbox.
- From the App Launcher, find and select Healthcare Practitioner Facilities.
- Click New.
- For Practioner Facility Name, enter a name such as Dr Meera Kaling at StayHealthy Hospital. We recommend you establish this naming convention or a similar naming convention for these records.
- Select Active.
- For Account, specify the account associated with the practitioner facility.
- For Practitioner, specify the practitioner that works at the facility. If you created a person account for the practitioner, select it in this field. Otherwise select the practitioner's contact record.
- If the facility is the practitioner's primary facility, select Primary Facility.
- If the practitioner provides primary care, select Primary Care Physician.
- Add other relevant information, and then save your changes.