Learn About Therapy Orchestration

Advanced Therapy Management’s Therapy Orchestration helps you implement complex workflows for therapies using Salesforce Flows. In Therapy Orchestration, a parent orchestration flow references a series of subflows that execute all the components of a therapy. Each flow is highly flexible and can be customized according to the specific needs of your Salesforce org. You can automatically assign tasks at every step of the therapy to the relevant stakeholders involved, and easily monitor therapy progress from patient intake to infusion.

Available in: Lightning Experience

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

In Advanced Therapy Management, a therapy workflow involves multiple stages that occur in sequence or in parallel, such as patient intake, apheresis, manufacturing, and infusion. Each stage has multiple substages that must be completed in sequential order. For example, the apheresis stage has substages like verification of patient identity, collection of the biosample, and delivery of the biosample. Each substage consists of tasks that are assigned to different users and can be performed in parallel.

To orchestrate a therapy, first you must set up the relevant therapy records before the flow is executed (setup construct). Make sure you configure a care program, a corresponding work procedure, work procedure steps, work types, work type steps, and action plan templates with task flows or component tasks. At the time of execution of the flows (runtime construct), care program enrollee work order, care program enrollee work order step, and assessment task records are generated. You can set up teams, team members, and participant roles to assign the tasks to users.

Keep in mind the terms used to refer to therapy stages, substages, and tasks throughout Advanced Therapy Management.
Level Example Setup Construct Runtime Construct
Therapy Cell and Gene Therapy Care Program, Work Procedure None
Stage Apheresis Work Type, Work Procedure Step Care Program Enrollee Work Order
Step or Substage Create Patient Identity Verification Step Work Type Step, Action Plan Template Care Program Enrollee Work Order Step
Task Document Scan Task Definitions in Action Plan Template Assessment Tasks (such as Flow and Component Tasks)

Therapy Orchestration offers two sample flows that are customizable templates that you can clone to add, modify, or remove substages, per your requirements. The sample flows generate care program enrollee work order steps for Patient Intake and Apheresis. You can clone and customize the sample flows to set up care program enrollee work order steps for other work procedure steps, like Manufacturing and Infusion.

  • Generate Work Order Steps for Patient Intake
  • Generate Work Order Steps for Apheresis

Starting from Winter ‘24, you can’t view or add new data in the Associated Flow Name field on the Work Procedure Step object. You can continue executing the Generate Work Order Steps for Patient Intake and Generate Work Order Steps for Apheresis flows using data that was stored in the Associated Flow Name field before Winter ‘24. However, this approach isn’t recommended. Instead, create records for substages in a therapy stage using Work Type Step records, and associate an action plan template with the work type step to create therapy tasks.

Note

Apart from the sample flows, Therapy Orchestration provides a simplified framework for implementing all the different stages, substages, and tasks of a therapy using an orchestration flow that loops through other flows.

Flow Name Flow Type Purpose
Process Advanced Therapy Work Orders Flow Orchestration Loops through four autolaunched flows and one evaluation subflow to complete all the stages of an advanced therapy.
Start Therapy Work Order Autolaunched flow Initiates therapy stages and generates runtime records called Care Program Enrollee Work Orders.
Start Therapy Work Order Step Autolaunched flow Initiates therapy substages and generates runtime records called Care Program Enrollee Work Order Steps using the Create Care Program Enrollee Work Order Step invocable action. This invocable action also generates tasks based on the actionPlanTemplateId input parameter, and assigns the task to a care team member with a corresponding role.
Evaluate Step and Task Completion Status Evaluation flow Checks whether all the tasks and custody records associated with a substage are complete. When all tasks are completed, the orchestrator transitions to the next substage in the sequence.
Create Custody Chain Entries Autolaunched flow Creates custody chain entry records. Optionally, the flow also creates a custody item.
Override Custody Verification Type When Work Order Is Changed Record triggered autolaunched flow Creates custody records when the status of a care program enrollee work order changes to In Progress.
Override Custody Verification Type When Work Order Step Is Changed Record triggered autolaunched flow Creates custody records when the status of a care program enrollee work order step changes to In Progress.
Complete Therapy Work Order Step Autolaunched flow Sets the Care Program Enrollee Work Order Step status to complete, and ends the substage.
Complete Therapy Work Order Autolaunched flow Sets the Care Program Enrollee Work Order status to complete, and ends the stage.

After you run the flows, you can follow the details of the orchestration, including the status and the date it was created, in the Orchestration Run records. In the Related tab, view the therapy stages and steps that are executed.