Set Up Queues to Handle Self Service Cases

When a user schedules an appointment, it may not be possible to automatically verify some information about the patient, such as their eligibility for services. Create queues to route these questions to a person for resolution.

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
  1. From Setup, in the Quick Find box, enter Queues, then select Queues.
  2. Click New.
  3. Give your queue a name. For example, Patient Appointment Request Queue.
  4. Move the Case object from Available Objects to Selected Objects and save.
  5. Click New to create another queue.
  6. Give your queue a name. For example, Benefit Verification Queue.
  7. Move the Case object from Available Objects to Selected Objects and save.