Required OmniStudio Components

Check that the required components are in place in your Experience Cloud org to support self-service appointments.

Migrate these core Salesforce components if you've created them in your trial org.

  • Static Resources
  • Assignment Rules
  • Queues
  • Public Groups
  • WorkFlow Rules
  • Email Alerts
  • Email Templates
  • Appointment Reasons
  • Work Type Care Specialties

Note

Appointment Management OmniStudio Components

For the appointment booking part of the appointment flow to work, these OmniStudio components must be present in the org that provides the Experience Cloud site.

  • OmniScripts
    • healthCloudIAM/myAppointments
    • healthCloudIAM/selfService
    • healthCloudIAM/viewBenefits
  • Integration Procedures
    • GetMaps/AutoComplete
    • healthCloudIAM/bookAppointment
    • healthCloudIAM/channelSelection
    • healthCloudIAM/CreateGuestUser
    • healthCloudIAM/FetchProviderAndTimeSlots
    • healthCloudIAM/FetchProviderAndTimeSlotsFilter
    • healthCloudIAM/FetchServiceAppointments
    • healthCloudIAM/fetchSlotStatus
    • healthCloudIAM/FetchTimeSlots
    • healthCloudIAM/FetchTimeSlotsFilter
    • healthCloudIAM/IndividualFilterTimeSlots
    • healthCloudIAM/TransformBookAppointmentData
    • healthCloudIAM/TransformForNewPatient
    • healthCloudIAM/TransformIndividualProviderData
    • healthCloudIAM/TransformIndividualSlotsData
  • FlexCards
    • HealthCloudIAMAddNewInsurance
    • HealthCloudIAMAppointmentDetails
    • HealthCloudIAMAppointmentDetailsConfirmation
    • HealthCloudIAMBenefitsDetail
    • HealthCloudIAMCancelApptConfirmed
    • HealthCloudIAMCancelUpcomingAppointment
    • HealthCloudIAMChannelSelection
    • HealthCloudIAMDistanceFilter
    • HealthCloudIAMGuestAppointmentConfirmed
    • HealthCloudIAMInactiveBenefits
    • HealthCloudIAMInsuranceList
    • HealthCloudIAMNotAcceptingNewPatients
    • HealthCloudIAMPastAppointment
    • HealthCloudIAMPatientAppointmentConfirmed
    • HealthCloudIAMProviderExperience
    • HealthCloudIAMProviderList
    • HealthCloudIAMProviderTimeSlots
    • HealthCloudIAMReasonForVisit
    • HealthCloudIAMSelectNewSlot
    • HealthCloudIAMSingleProviderDetails
    • HealthCloudIAMSingleProviderTimeSlot
    • HealthCloudIAMViewActiveBenefits
  • DataRaptors
    • HealthCloudIAMAddReferralDetails
    • HealthCloudIAMCancelAppointmentParameters
    • HealthCloudIAMCreateCaseForInsurance
    • HealthCloudIAMCreateCaseForPortalUsers
    • HealthCloudIAMExtractAppointmentReason
    • HealthCloudIAMExtractChannel
    • HealthCloudIAMExtractCoverageBenefit
    • HealthCloudIAMExtractExternalDetails
    • HealthCloudIAMExtractFacilities
    • HealthCloudIAMExtractInsurance
    • HealthCloudIAMExtractMemberPlans
    • HealthCloudIAMExtractProviders
    • HealthCloudIAMExtractSchedulingSystem
    • HealthCloudIAMExtractServiceAppointments
    • HealthCloudIAMIdentifyMatchingSlot
    • HealthCloudIAMIndividualSlotsRequest
    • HealthCloudIAMTimeSlotFilterRequest
    • HealthCloudIAMTimeSlotRequest
    • HealthCloudIAMTimeSlotRequestForExperiencedPatient
    • HealthCloudIAMTimeSlotRequestForSoonerAppointment
    • HealthCloudIAMTransformBookAppointmentInput
    • HealthCloudIAMTransformCreatePatientInput
    • HealthCloudIAMTransformDataForBookAppointment
    • HealthCloudIAMTransformEHRParameters
    • HealthCloudIAMTransformIndividualProviderData
    • HealthCloudIAMTransformIndividualSearchResults
    • HealthCloudIAMTransformIndividualTimeZone
    • HealthCloudIAMTransformLSParameters
    • HealthCloudIAMTransformProviderSearchFiltersInput
    • HealthCloudIAMTransformProviderSearchInput
    • HealthCloudIAMTransformProviderSearchMatchingSlot
    • HealthCloudIAMTransformProviderSearchSoonestAppointment
    • HealthCloudIAMTranformSlotStatusInput
    • HealthCloudIAMTransformSoonestAppointmentFilter
    • HealthCloudIAMTransformSoonestAppointmentMerge
    • HealthCloudIAMTransformTimeZone