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ProviderOne

Agentforce Actions for NPI Lookup, Review & Save To Health Cloud

By HealthDetailIT & Administration

Rating
Not rated yet
Reviews
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Pricing
Free
Paid plans from $100 per company per month
Listed since
2018

About ProviderOne

Healthcare NPI lookup, validation, and save for Salesforce Health Cloud.

ProviderOne installs two Agentforce actions — NPI Query and Save Records — that bring real-time healthcare provider data from the NPPES public registry into Salesforce.

NPI Query looks up a provider by NPI number, or, on an Account or Contact record, lets a connected flow pull the NPI already on file. Results include credentials, addresses, practice locations, and taxonomies.

Save Records writes the full provider record to Health Cloud objects such as CareTaxonomy, HealthcareProviderNpi, Location and more! Whether you're validating provider directory accuracy ahead of a compliance audit, supporting credentialing workflows, or enriching sales and account records with verified provider data, ProviderOne gives your Agentforce-powered team a governed way to pull from NPPES and write back to the Salesforce Health Cloud.

NPI Query is free with no monthly cap; Save Records is a paid, per-record action.

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 record.
  • Returns provider credentials, addresses, practice locations, and taxonomies/specialties in a single action call.
  • Save the full NPI record to your Health Cloud objects — a few fields without a direct equivalent are saved to supporting custom objects. Want to store with your own objects? We can customize this for you!
  • Save Records 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 Healthcare Provider (Contacts) and Type 2 NPIs link to Healthcare Provider (Accounts), matching how NPPES distinguishes individual providers from organizations.

Screenshots

Retrieve provider information directly from CMS NPI services.

Image 1 of 7

Retrieve provider information directly from CMS NPI services.

Pricing

Free, paid plans from $100 per company per month.

ProviderOne plans
PlanPriceBilled
Professional 50$100 per companyMonthly
Professional 200$250 per companyMonthly
Professional 500$500 per companyMonthly

Paid tiers save the full NPI record to Health Cloud objects — a few unmapped fields go to custom objects. Tiers include a save bundle, with per-record pricing beyond that. Saved Records/month Pro 50 - 50 Pro 200 - 200 Pro 500 - 500

The publisher offers discounts.

Compatibility

Works with
  • Platform Cloud
  • Health Cloud
  • Government Cloud
Requires
  • Health Cloud
  • Einstein 1
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 9, 2021
Industries
  • Government
  • Healthcare & Life Sciences
  • Public Sector
Languages
  • English

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