Provider Search and provider relationship cards
Key Takeaway
Use Provider Search to find a provider. Use provider relationship cards to see a provider's connections on one record page.
Provider Search and provider relationship cards both work with complex provider data, but they meet different needs. Provider Search lets people find a suitable provider. Provider relationship cards show a provider's connections, such as the facilities where a practitioner works, so users don't have to click through related lists. The customer's requirement tells you which one to use.
When to use Provider Search
Use Provider Search when someone needs to find a suitable provider by criteria such as location, specialty, and whether the provider is accepting new patients.
Provider Search runs directly on your CRM data, so you don't need to extract provider data into a separate data warehouse. Skipping that extract cuts implementation time and cost.
Provider Search serves both internal and external users. Internal users get the Provider Search component on a Lightning page, such as an account record page or the home page, or in an app that contains only that component. Patients and members get the same component on an Experience Cloud site page through Experience Builder, so they can search without calling for help.
Priya just moved to a new city and needs a pediatrician for her son. She opens her health plan's Experience Cloud site as a guest user. She searches by location, specialty, and whether the provider is accepting new patients. She finds a nearby pediatrician without calling the plan for help.