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ProviderOne — Utilities for Provider Data Model, Permissions & Reporting

By HealthDetail

The data model, permissions, and reporting foundation behind ProviderOne

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Free  

Never requires payment

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Industries
Government
Healthcare & Life Sciences
Public Sector
Business Need
IT & Administration
Data Management
Audit & Compliance
Requires
None
Compatible With
Service Cloud
Health Cloud
Government Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Health Cloud
Government Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
*Salesforce customers this is the base package that must be installed first. After installing this then you must install 1 or more of our other packages to access the Agentforce Actions! Non-Salesforce users can install via https://www.HealthDetail.com

App Details

Version
ProviderOne Utilities - System App Only Not Directly Used/Agentforce v1 2.29.0
Listed On
10/05/2022
Latest Release
07/10/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Person Accounts
Salesforce Shield
Lightning App Builder
Salesforce Mobile
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/09/2021

Additional Details

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.

Need help?

HealthDetail

Duluth GA

For support, visit HealthDetail.com, call us, or email our team. Need ongoing assistance? Ask about our Managed Service Provider offerings for expert customization and maintenance post-installation.

Support Phone470-202-0591
Other ResourcesEmailTerms & Conditions