Helping Hand Questions for Health-Cloud-Accredited-Professional

According to the Salesforce documentation, the following capabilities of the provider search would a customer service agent use to help payers find the right provider:

Control the list of fields displayed in the search panel and search results. The provider search allows customer service agents to customize which fields are displayed in the search panel and search results for different types of providers or facilities. This helps them find the most relevant information quickly and easily.

Use custom fields defined in healthcare provider and healthcare practitioner facility entities as part of the search provider. The provider search allows customer service agents to use custom fields defined in healthcare provider and healthcare practitioner facility entities as part of the search criteria or filters. This helps them narrow down their search results based on specific attributes or preferences.

A visit is an object that represents a field rep’s trip to a retail store or a customer location to perform certain tasks, such as selling products, conducting surveys, or taking orders1. A visit can be created from a work type, which is a template that defines the key parameters and skill requirements for the visit2. A visit can also be associated with a location, which is an object that stores the address and geolocation of a place where a visit can occur3.

A consultant should configure the visit object to track the surgical case visits for reps to sell their product leveraging Intelligent Sales. This way, the reps can use the Intelligent Sales app to create and manage their visits, view their assigned tasks, scan products, and capture signatures4. The consultant can also use work types to standardize the duration, preparation, and wrap-up time for each visit type, and use locations to specify the service territories where the visits can take place.

References:

1: Visit - Salesforce 2: WorkType | Field Service Developer Guide | Salesforce Developers