Modeling provider organizations and what they do
Key Takeaway
A provider organization is two linked records: a business account for who it is and a Healthcare Provider record for what it does.
Agentforce Health models a provider organization, such as a hospital, clinic, or physical therapy group, with two linked records. When a customer describes a provider, your job is to put each detail on the right record. Related objects then add the organization's locations, payer networks, specialties, and credentials.
The two linked records
The business account says who the organization is, with its name, address, and contact details. The Healthcare Provider record says what the organization does by storing business-level details, such as the provider type.
A business account by itself only says who the organization is, so details such as ProviderType and ProviderClass live on the Healthcare Provider record.
The Healthcare Provider record links back to the organization through its "Account" field (AccountId). To model a hospital, for example, you create a business account for the organization. You then create a Healthcare Provider record that references that business account and carries the provider type Hospital.
Northgate Diagnostics is a laboratory company. You create a business account named Northgate Diagnostics with its address and phone number. You then create a Healthcare Provider record for Northgate Diagnostics. Its Account field references the business account, and its provider type is Laboratory.