Choosing the right healthcare provider shouldn’t be a guessing game. With Salesforce Health Cloud’s out-of-the-box provider search functionality, organizations can empower both support staff and patients to quickly and accurately locate in-network providers that match specific needs without complicated custom code.
In our latest demo, Jideofor Onyeneho, Lead Technical Consultant, and Lauren Faig, Salesforce Solution Architect, walk through two real-world use cases that showcase the flexibility and depth of provider search within Salesforce: internal customer service and external patient self-service.
Two Use Cases, One Core Tool
1. Internal Support for Customer Service Teams
When patients call in for help finding care, your team can easily filter in-network providers by:
- Specialty and subspecialty (e.g., Primary Care, Chiropractic)
- Facility location and distance (e.g., within 5 miles of a zip code)
- Availability (e.g., accepting new patients)
- Identifiers like NPI
In just a few clicks, agents surface providers with operating hours, facility affiliations, and contact details—streamlining support and improving outcomes. Additional options like Gender Preference, Insurance validations and accepting new patient validations are also available.
2. Patient Self-Service via Experience Cloud
Patients can access the same powerful search capabilities through a branded Experience Cloud portal, either public-facing or behind login. They can:
- Search by provider name, specialty, or location
- Filter by language, insurance plan, or other custom fields
- View detailed provider and facility information
It’s a seamless way to deliver 24/7 access and empower patients to make informed decisions about their care while minimizing out of pocket expenses and patient leakage by reducing results that prompt out of network care.
Built with Standard Salesforce Tools
What’s under the hood? Mostly point-and-click configuration.
This demo uses the Care Provider Searchable Field object to manage search inputs like provider name, specialty, NPI, and facility name. Nearly all of the demo functionality is built using standard Salesforce tools, minimizing complexity while maximizing value.
Need more advanced functionality? Customization and integrations are always possible depending on your organization’s goals.
Let’s Talk About What This Could Look Like for You
Whether you’re just getting started with provider network management or looking to optimize an existing system, we’re here to help. Perficient’s Salesforce experts are ready to tailor a solution that aligns with your operational, compliance, and growth priorities.
Reach out to us today to schedule a conversation or request a personalized demo.
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