Modeling provider branches and healthcare facilities
Key Takeaway
Model a local branch with three records of its own: a business account under the parent organization's business account, a Healthcare Provider record, and a Healthcare Facility record.
In Agentforce Health, a healthcare organization and each of its branches are modeled with several linked records, not one. Each branch gets its own records, so other objects can tie practitioners, working hours, payer networks, and specialties to that specific location.
Every provider is an entity plus what it does
The Provider data model represents healthcare providers, both individual practitioners and facilities. The model also covers the networks they participate in, their specialties, and their credentials.
Every provider is modeled as an entity plus what it does. A provider organization is a business account plus a Healthcare Provider record. The Healthcare Provider record stores the organization's business-level details, such as provider type. The record references the business account in its "Account" field.
Individual practitioners follow the same pattern: a person account plus a Healthcare Provider record. Contacts are also allowed, but Salesforce strongly recommends person accounts because contact-based providers have limited capabilities.