Set Up Salesforce Scheduler | Health Cloud Administration

Using Salesforce Scheduler as the scheduling system for booking and managing appointments requires configuring operating hours, territories, facilities, and resources of the health care providers you’ll be scheduling appointments for.

Salesforce Scheduler is available for an extra cost in Lightning Experience.

Available in: Enterprise and Unlimited Editions

Enable Salesforce Scheduler for Health Cloud
Enable Salesforce Scheduler so you can book and manage patient appointments with Intelligent Appointment Management.
Configure Intelligent Appointment Management Settings for Salesforce Scheduler
Configure Intelligent Appointment Management settings for Salesforce Scheduler, including the Named Credential and the Assigned Provider Role.
Make Providers Available for Appointment Scheduling
To make a provider available for appointment scheduling, edit the Salesforce Scheduler permission set and then assign the permission set to all relevant providers.
Configure Operating Hours for Providers and Facilities
Configure operating hours for providers and facilities to use when scheduling appointments in Intelligent Appointment Management.
Create a Service Resource for Providers
Create service resource records to represent providers. You can then associate those providers with territories and visit types.
Create a Service Territory for Facilities
Create a service territory to represent a facility in which service resources operate. For example, you can represent a hospital as a service territory. Later, you can assign providers who practice at that hospital as service territory members.
Create a Service Territory Member
Providers are represented as service resources and facilities are represented as service territories. To associate a provider with a facility for scheduling, create a service territory member record.
Create Appointment Modes
A visit with a provider can take place over phone, video, or in person. To create an appointment mode, add the relevant appointment type picklist value.
Assign Visit Types to Service Territories
Map each visit type (work type) to a service territory.
Enable Shifts for Channel Support in Intelligent Appointment Management
Give providers the flexibility to take appointments from anywhere and define when they’re available on video, in person, or by phone. Create shifts that vary daily or weekly.