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ProviderOne — Utilities for Provider Data Model, Permissions & Reporting

The data model, permissions, and reporting foundation behind ProviderOne

Overview

HealthDetail ONE Utilities is the foundation for our other applications, providing essential support and core functionality. Installed first, it enables seamless integration with solutions like MemberOne and ProviderOne.

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  • Adds Healthcare_Facility and Healthcare_Provider record types to standard Account and Contact — the same Account/Contact mapping ProviderOne's save action uses.

  • Installs the underlying data model — provider addresses, identifiers, specialties, and schedules — that ProviderOne's Save Records action writes to.

  • Includes an indexed NPI Number field for fast lookups across saved provider data.

  • 16 permission sets and matching custom permissions give granular, role-based control over provider, facility, address, and identifier access.

  • A guided installation wizard walks admins through setup step by step.

  • 23 pre-built reports and 7 dashboards covering providers, facilities, addresses, and identifier associations — ready to use after install.

  • Built-in error logging gives admins a place to troubleshoot issues without digging through debug logs.

  • Required foundation package — install this first, then install ProviderOne for NPI lookup and save actions.

  • No Agentforce actions of its own. NPI lookup and save live in the ProviderOne package, installed separately.

ProviderOne Utilities installs the data model, permissions, and reporting that HealthDetail's ProviderOne NPI Query and Save Records actions depend on. It adds Healthcare_Facility and Healthcare_Provider record types to Account and Contact, plus dedicated objects for provider addresses, identifiers, specialties, and schedules — including an indexed NPI Number field for fast lookups. Sixteen permission sets and matching custom permissions give admins granular control over who can create or view provider, facility, address, and identifier data. A guided installation wizard walks you through setup, and 23 reports plus 7 dashboards give visibility into your provider and facility data out of the box. This package has no Agentforce actions of its own — install it first, then install the ProviderOne package for NPI lookup and save. Free.

Categories

Business Needs
IT & Administration
Data Management
Audit & Compliance
Industries
Government
Healthcare & Life Sciences
Public Sector
Personas
Business Operations Manager
Consultant
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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