Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
Code Sets and Code Set Bundles
Reporting in Health Cloud
Flow for Health Cloud
OmniStudio for Health Cloud
Help Patients Connect with Providers
Protect Personal Health Information
Experience Cloud Sites
Intelligent Appointment Management
Get Started with Intelligent Appointment Management
Create Work Type Code Set Bundles for Scheduling
Create Appointment Reasons and Engagement Channel Types
Set Up Your Back-End Scheduling System
Configure Intelligent Appointment Management Component
Enable Patients to Schedule Their Own Appointments
Set Up an Experience Site for Self-Service Appointment Management
Add Fields to the Self-Service Intelligent Appointment Management Component
Confirm Self-Service Appointments by Email
Use Self-Scheduling Workflows on Your Experience Site
Set Up Static Resources for Appointment Reason Records
Handle Asynchronous Self-Service Requests
Set Organization-Wide Defaults for Self-Scheduling Workflows
Create Sharing Rules for Self-Scheduling Workflows
Enable Self-Scheduling Workflows for External Use
Create Pages on Your Experience Site
Migrate Intelligent Appointment Management Components to Another Org
Required OmniStudio Components
Configure the Self-Service Appointment Flow
Add Support for Google Map Data
Appointment Guidance
Reduce Patient No-Shows with CRM Analytics Prediction
Virtual Care
Medication Management and Medication Review
Advanced Therapy Management
Intelligent Document Automation
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Integrated Care Management
Care Coordination for Slack
Unified Health Scoring
Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
Support Emergency Response Management and Contact Tracing
Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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Create Sharing Rules for Self-Scheduling Workflows

Create sharing rules to manage access to appointment scheduling objects that have external access set to private.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use self-service appointment scheduling:

OmniStudio in Lightning Experience Patient

AND

Appointment Scheduling on Health Cloud

  1. From Setup, in the Quick Find box, enter Security Sharing Settings, then select Security Sharing Settings.
  2. In the Account Sharing Rules section, click New.
    Enter these details:
    • Label: Account Sharing Settings
    • Rule Name: Account_Sharing_Settings
    • Select your rule type: Based on criteria
    • Criteria Field: Account Record Type
    • Operator: equals
    • Value: Business
    • Share With: Public Groups and All customer portal users
  3. In the Account Sharing Rules section, click New again.
    Enter these details:
    • Label: Account Sharing Settings Guest
    • Rule Name: Account_Sharing_Settings_Guest
    • Select your rule type: Guest user access, base on criteria
    • Criteria Field: Account Record Type
    • Operator: equals
    • Value: Business
    • Share With: Community Site Guest User
  4. Save your work.
  5. From Setup, in the Quick Find box, enter Digital Experiences, then select Settings.
  6. Under Sharing Sets, click New.
    1. Move these profiles to the Selected Profiles list:
      • HRT Customer Community Plus User
      • HRT Customer Community User
    2. Move these objects to the Selected Objects list:
      • Account
      • Service Appointment
  7. In the Configure Access section, click Set Up next to Account.
    Enter these details:
    • User: Contact.Account
    • Target Account: Id
    • Access Level: Read/Write
  8. Click Update.
  9. In the Configure Access section, click Set Up next to Service Appointment.
    Enter these details:
    • User: Contact.Account
    • Target Service Appointment: Account
    • Access Level: Read/Write
  10. Click Update and save your work.