Create Profiles for Advanced Therapy Management Users

Users with different roles work on different aspects of Advanced Therapy Management. The user who searches for slots with the help of Multi-Step Scheduling creates the booking request. An internal user then reviews and confirms the booking. Based on your organization’s roles and personas, set up profiles for users who book slots and users who confirm the requests.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


User Permissions Needed
To create profiles: Manage Profiles and Permission Sets

In bio pharmaceutical companies that conduct advanced therapies, qualified treatment center (QTC) coordinators manage slot bookings and submit requests for scheduling appointments for care program enrollees. The gene therapy coordinators (GTC) then review and confirm the booking requests so that appointments are booked for the various work procedure steps.

  1. From Setup, in the Quick Find box, enter Profiles, and select Profiles.
  2. Click New Profile.
  3. For Existing Profile, select Standard User.
  4. Add a profile name for the user who creates the booking request. For example, QTC Coordinator.
  5. Save your changes.
Repeat the steps to create the profile for the user who confirms the request. For example, for advanced therapy users, create a GTC profile.