Sam clarified that Providers Seen should not be a manual typed entry. It should require selecting existing Litify parties/providers and identifying each provider's treatment category, such as physical therapy, emergency room, radiology, pain management, orthopedic surgeon, chiropractic, urgent care, etc.
I live-validated the current Litify schema and confirmed Sam's concern is correct.
Providers_Seen__c on litify_pm__Matter__c is currently:
Providers SeenText(255)That means it can accept inconsistent manual wording, abbreviations, misspellings, multiple providers in one string, and location ambiguity. It is not a structured list of provider parties.
Litify already has a stronger native pattern:
litify_pm__Role__clitify_pm__Matter__clitify_pm__Party__c, master-detail to Accountlitify_pm__Role__c, label Role Categorylitify_pm__Subtype__c, label Role Sub-CategoryExisting role categories include Health Care Facility, Doctor, and Records Provider. Existing role subcategories already include medical categories such as Hospital, Urgent Care Clinic, Radiologist, Orthopedic Surgeon, Pain management specialist, Emergency medicine specialist, Doctor's Office, Nursing Home, Neurological surgeon, and other specialist types.
The durable direction should be: stop treating Providers_Seen__c as a source of truth. Keep it only as a legacy/free-text note or hide/de-emphasize it. Use structured Role records or a configured provider related list where each row selects an existing Account/Party and assigns a treatment category/subcategory.
Primary_Treatment_Provider__c should remain a single lookup to Account. It should not become the multi-provider list. The multi-provider history belongs in structured roles/related-list rows.