HCP and HCO account modeling with Healthcare Provider records
Key Takeaway
Each HCP and HCO is an Account paired with a Healthcare Provider record. Life Sciences Cloud for Customer Engagement treats an account as a valid healthcare provider only when the Account has IsActive = true and at least one associated Healthcare Provider record has IsPrimaryProvider = true.
In Agentforce Life Sciences, every healthcare professional (HCP) and healthcare organization (HCO) is modeled as two linked records: a Salesforce Account and a Healthcare Provider record. The Account says who the provider is. The Healthcare Provider record says what the provider does. Visit planning, sampling, and compliant engagement all depend on this structured provider data.
Two linked records per provider
Every provider record starts with two linked objects. The Account represents the person or organization. An HCP is a person account. An HCO is a business account.
The Healthcare Provider record extends the account with life-sciences-specific details, such as provider type, classification, and regulatory information. The Healthcare Provider record is the base of the pair. Its AccountId field references the account it belongs to.
For a practitioner, the person account and the Healthcare Provider record together represent the FHIR Practitioner resource in Salesforce.
Model providers with both a person account and a Healthcare Provider record. If you model providers only as person accounts, you may not be able to use features such as provider search.
A medical device company onboards Dr. Hana Sato, a cardiologist, and Lakeside Heart Institute. Dr. Sato gets a person account plus a Healthcare Provider record whose AccountId points to her person account. Lakeside Heart Institute gets a business account plus its own Healthcare Provider record that points to the business account.