Valid healthcare provider criteria and their downstream effects
Key Takeaway
An account is a valid healthcare provider only when it is active and has at least one Healthcare Provider record with IsPrimaryProvider = true. The territory alignment jobs skip any account that fails this check, so the account isn't aligned to territories or shared with reps.
Life Sciences for Customer Engagement checks whether an account is a valid healthcare provider. The rule exists to protect data integrity. The territory alignment batch jobs apply the same check, so it decides whether an account gets aligned to territories and shared with field reps.
What makes a valid healthcare provider
An account is a valid healthcare provider only when both conditions hold. First, the account's IsActive field is true. Second, at least one Healthcare Provider record linked to the account has IsPrimaryProvider set to true.
Failing either condition is enough to fail the check. An active account with no primary Healthcare Provider record isn't valid. An inactive account that has a primary Healthcare Provider record isn't valid either. Having Healthcare Provider records isn't enough on its own, because at least one of them must be marked primary.