Health Cloud Administration
jSet Up Automatic Case Assignment for Appointment Requests
When a guest user schedules an appointment, you might not be able to automatically
verify some information about them, such as their eligibility for services. Create queues to
route these questions to a person for resolution.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use Health Cloud | Health Cloud Foundation permission set |
- From Setup, in the Quick Find box, enter Case Assignment Rules, then select Case Assignment Rules.
- Click New.
- Give the rule a name. For example, Appointment Management Case Assignment Rule.
- Click Save, then click the rule you created.
- Click New under Rule Entries.
- Enter 1 for the Sort Order.
- Use the dropdowns under Field to select .
- Under Select the user or queue to assign the case to, select Queue and search for the Benefit Verification Request queue that you created.
- If your organization has case teams to handle appointment management requests, specify them.
- Click Save, then click New under Rule Entries again.
- Enter 2 for the Sort Order.
- Use the dropdowns under Field to select .
- Under Select the user or queue to assign the case to, select Queue and search for the Appointment Scheduling Request queue that you created.
- If your organization has case teams to handle appointment management requests, specify them, then save.