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ProviderOne — Agentforce Actions for NPI Lookup, Review & Save
Real-time healthcare NPI lookup, validation, and save for Salesforce
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- GovernmentHealthcare & Life SciencesPublic Sector
- Business Need
- Agent ProductivityData ManagementAudit & Compliance
- Requires
- Agentforce
- AppExchange Partner Products
- Compatible With
- Sales CloudPlatform CloudGovernment Cloud
Agentforce actions that let your team's agent look up live NPI data from the NPPES registry and save it straight into custom objects — so you can complete healthcare credentialing activities or stay ahead of provider directory deficiencies.
Highlights
Real-time NPI lookup against the public NPPES registry, callable directly from your Agentforce agent's conversation.
Look up a provider by NPI number or retrieve the NPI already stored on an Account or Contact via a connected flow.
Returns provider credentials, addresses, practice locations, and taxonomies/specialties in a single action call.
Save the full NPI record to our Salesforce custom objects included with the package, optionally linked to an existing Account or Contact. Want to store with your own objects? We can customize this for you!
Save Records re-fetches current data from NPPES at save time, so what's written to Salesforce reflects what's on file right now — not a stale snapshot.
NPI lookup is free, with no monthly cap on the number of lookups.
Save actions are billed through tiered plans — each tier includes a bundle of saves for one flat fee, with higher tiers available as your volume grows.
Useful for provider directory compliance, credentialing workflows, and sales or account-record enrichment alike — not locked to a single use case.
Type 1 NPIs link to Contacts and Type 2 NPIs link to Accounts, matching how NPPES distinguishes individual providers from organizations.
Provider Details
HealthDetail
Duluth GA
- Social ImpactDiverse-Owned BusinessThis company is at least 51% owned or operated by members of one or more of these groups: women, veterans, minorities, person(s) with disability(ies), and the LGTBQ community. To learn more, review the certification provided by the company.
- Diverse-Owned Business
Founded
2005
Website
Phone
470-202-0591HealthDetail’s ONE suite of apps and services on the AppExchange, which includes the flagship product, ProviderOne, help healthcare providers and their affiliated insurance plans, provider networks, accountable care organizations, managed care companies, vendors, partners and more maintain accurate healthcare provider and facility data. Provider directories, credentialing, compliance and more. Multiple modules to enable you to have just an appetizer or the whole enchilada including managed services to take the burden off of you. NPI, State and local licensing, No Surprises Act compliance and more! Take a look around here and download our FREE test drives and trials. More questions after that, get in touch with us to get you started!
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
The FREE action displays partial NPI data only — providers with many specialties or addresses won't show everything, and nothing is saved. A paid tier saves the full record to Salesforce Standard Objects and some ProviderOne Custom Objects
Paid tiers save the full NPI record to ProviderOne and Salesforce objects. Tiers include a save bundle, with per-record pricing beyond that. Saved Records/month Pro 50 - 50 Pro 200 - 200 Pro 500 - 500
Professional 50
$10 USD/user/month
Lowest Starting Price
Professional 200
$25 USD/user/month
Professional 500
$50 USD/user/month