Healthcare Professional data model

Release version: Yokohama

Updated January 30, 2025

7 minutes to read

The Healthcare Professional data model stores confidential HR data, such as name, personal contact information, email addresses, professional liability insurance details, medical degree and employment history healthcare professional, previous employment history.

The Healthcare Professional Profile data model enables the organization to access and track information of the healthcare professional throughout the period of employment. Healthcare Professional Profile records are stored confidentially and are not publicly viewable.

Auto-create a Healthcare professional profile

Auto-create a healthcare professional profile when a manager or an hiring agent places an onboarding request for a healthcare professional. Store the details of the health care professional by maintaining strict edit or view permissions.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
On the form, fill in the required fields.
Most of the data in these fields are auto-filled based on information provided in healthcare employee onboarding form and details provided by healthcare professional on the profile intake forms in Employee Center. See Healthcare professional profile form.
Click Update.

Record Professional ID details

Store the professional ID details that a healthcare professional provides via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

About this task

Professional ID is a unique ID granted to a healthcare professional when the healthcare professional registers in a healthcare network.

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Professional ID related list, open the auto-created record.
On the form, fill in the required fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Professional ID form.
Click Update.

Record professional liability insurance

Store the professional liability insurance details that a healthcare professional provides via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Professional Liability Insurance related list, open the auto-created record.
On the form, fill in the required fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Professional liability Insurances form.
Click Update.

Add a professional reference

Store the professional reference details that a healthcare professional provides via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Professional Reference related list, open the auto-created record.
On the form, fill in the required fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Professional reference form.
Click Update.

Record professional specialty details

Store details of the healthcare area in which the healthcare professional specialises and has obtained the required trainings and certifications. These details are provided by healthcare professional via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Professional Specialty Details related list, open the auto-created record.
On the form, fill in the required fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Professional speciality form.
Click Update.

Record practice location

Record practice location details of the healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Practice Location related list, open the auto-created record.
On the form, fill in the fields.
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center.
Click Update.

Record malpractice claim history

Record Malpractice claim history of the healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Malpractice Claim History related list, click New.
On the form, fill in the fields.
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Malpractice history form.
Click Update.

Record education and training

Record education and training details of the healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Education and Training related list, select the auto-created record.
On the form, fill in the fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Education and Training form.
Click Update.

Record employment history

Store employment history details of the healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Employment History related list, select the auto-created record.
On the form, fill in the fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Employment history form.
Click Update.

Record language

Record languages spoken by the healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.profile_writer

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Languages Spoken related list, select the auto-created record.
On the form, fill in the fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Languages Spoken form.
Click Update.

Record hospital affiliations

Record the hospital affiliation details of healthcare provider. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: admin

About this task

Hospital affiliations provide details of affiliated hospitals at which the healthcare professional treats patients.

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Hospital Affiliations related list, select the auto-created record.
On the form, fill in the fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Hospital Affiliations form.
Click Update.

Record payer enrollments

Record payer enrollment details of healthcare professional. The healthcare professional provides these details via the profile intake forms in Employee Center.

Before you begin

Role required: sn_hc_professional.payer_writer

About this task

Payer enrollment is a process in which a medical provider registers in a healthcare insurance network.

allows patients to choose healthcare providers tied to an insurance network.
helps in on time payment to medical providers for healthcare services offered.

Procedure

Navigate to All > Healthcare Professional profile > Healthcare professional profiles.
Alternatively, you can also view the Healthcare Professional Profiles by navigating to All > Agent Workspace for HR Case Management. In Lists, select Healthcare Professional Profiles.
Open a Healthcare professional profile.
In the Payers Enrollment related list, select the auto-created record.
On the form, fill in the fields:
Most of the data in these fields are auto-filled based on information provided by healthcare professional on the profile intake forms in Employee Center. See Payers Enrollment form.
Click Update.