Individual practitioner records: person and role objects
Key Takeaway
Model an individual practitioner as a person account plus a related Healthcare Provider record for each provider role.
In Agentforce Health, practitioners include doctors, nurses, physical therapists, and other clinical staff. An individual practitioner is modeled with two linked records: one for who the person is and one for what the person does. The split matters because the two records together let the practitioner appear in features such as provider search.
Two parts for every healthcare provider
Every healthcare provider is modeled in two parts. One record represents the provider as a person or an organization. A Healthcare Provider record represents what the provider does.
An organization follows the same two-part pattern as an individual practitioner, with a different person-or-organization record.
| Person or organization record | What the provider does | |
|---|---|---|
| Individual practitioner | Person account (the Account object with a Person record type) | Healthcare Provider record |
| Organization | Business account (the Account object with a Business record type) | Healthcare Provider record |