Enable Salesforce Scheduler and Omni-Channel for Utilization Management

Let your users schedule peer-to-peer review meetings with their healthcare providers by enabling Salesforce Scheduler and Omni-Channel.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud and the Lightning Scheduler Add-On license


User Permissions Needed
To enable Salesforce Scheduler Lightning Scheduler Add-On license
  1. From Setup, enter Scheduler in the Quick Find box, then select Salesforce Scheduler Settings.
  2. Enable Event Management.
  3. Next, from Setup, enter Omni-Channel in the Quick Find box, then select Omni-Channel Settings.
  4. Enable Omni-Channel.