Health Cloud Administration
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Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Use the Health Cloud - Admin App
Flow for Health Cloud
Create Work Type Code Set Bundles for Scheduling
Configure Intelligent Appointment Management Component
Set Up an Experience Site for Self-Service Appointment Management
Add Fields to the Self-Service Intelligent Appointment Management Component
Migrate Intelligent Appointment Management Components to Another Org
Required OmniStudio Components
Configure the Self-Service Appointment Flow
Add Support for Google Map Data
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Set up Action Plans
Enable Patients to Schedule Their Own Appointments
Many patients and plan members prefer the control and convenience of booking their
appointments online rather than working through a call center. Set up an Experience site to
enable patients or their caregivers to find time slots and book appointments on their own, using
a configurable flow powered by OmniStudio.
Self-service appointments require the OmniStudio package. OmniStudio provides interface
components you can customize to enable users to book their own appointments through your
Experience site.
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Set Up an Experience Site for Self-Service Appointment Management
Add self-service appointment capability to an Experience Cloud site, then customize the appointment flow with OmniStudio. -
Add Fields to the Self-Service Intelligent Appointment Management Component
Provider language and gender are two examples of fields that you can add to the self-service Intelligent Appointment Management component to give patients further choices when filtering providers. -
Confirm Self-Service Appointments by Email
Provide patients with the most up-to-date information on appointments by sending emails when appointments are scheduled or canceled. -
Use Self-Scheduling Workflows on Your Experience Site
Make it easier for patients to schedule appointments by using pre-built self-scheduling and canceling workflows, and adding them to your Experience Site pages. -
Migrate Intelligent Appointment Management Components to Another Org
After you've had a look at what you can do with Intelligent Appointment Management, you can move the components to another existing Salesforce org within your organization. -
Required OmniStudio Components
Check that the required components are in place in your Experience Cloud org to support self-service appointments. -
Configure the Self-Service Appointment Flow
To customize the self-service appointment management flow, edit the steps of the healthCloudIAM OmniScripts. -
Add Support for Google Map Data
By default, the main OmniScript for Self-Service Appointment Management accepts only ZIP codes for location data. You can add support for Google Map data.