Health Cloud Administration

Administer Health Cloud
Where Do I Start with Health Cloud?
Health Cloud Data Models
Health Cloud Provider Network and Relationship Management
Health Cloud Sales and Commercial Excellence
Health Cloud Utilization Management
Health Cloud for Life Sciences
Health Cloud for Insurance
Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
Set Up Health Cloud
Use the Health Cloud - Admin App
Customize the Health Cloud Console
Customize the Health Cloud Apps
Contact Center for Health Cloud
Code Sets and Code Set Bundles
Reporting in Health Cloud
Flow for Health Cloud
OmniStudio for Health Cloud
Help Patients Connect with Providers
Protect Personal Health Information
Experience Cloud Sites
Intelligent Appointment Management
Get Started with Intelligent Appointment Management
Create Work Type Code Set Bundles for Scheduling
Create Appointment Reasons and Engagement Channel Types
Set Up Your Back-End Scheduling System
Set Up an External Scheduling System
Set Up Salesforce Scheduler
Enable Salesforce Scheduler for Health Cloud
Configure Intelligent Appointment Management Settings for Salesforce Scheduler
Make Providers Available for Appointment Scheduling
Configure Operating Hours for Providers and Facilities
Create a Service Resource for Providers
Create a Service Territory for Facilities
Create a Service Territory Member
Create Appointment Modes
Assign Visit Types to Service Territories
Enable Shifts for Channel Support in Intelligent Appointment Management
Configure Intelligent Appointment Management Component
Enable Patients to Schedule Their Own Appointments
Appointment Guidance
Reduce Patient No-Shows with CRM Analytics Prediction
Virtual Care
Medication Management and Medication Review
Advanced Therapy Management
Intelligent Document Automation
Intelligent Document Reader
Intelligent Form Reader
Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
Integrated Care Management
Care Coordination for Slack
Unified Health Scoring
Home Health
Provide Easy Access to Protocols and Articles in Health Cloud
Provide Assessments and Surveys for Gathering Information and Feedback
Crisis Support Center Management
Manage Your Network of Providers
Behavioral Health App
Help High-Risk Patients and Members
Manage Care Requests
Verify Patient Benefits
Support Emergency Response Management and Contact Tracing
Use Care Programs to Track and Manage Cohorts of Patients and Members
Remote Monitoring Patients
Process Insurance Claims from External Sources
Automate Key User Tasks with Flows
Set up Action Plans
Manage Campaigns
Support and Manage Provider Referrals
CRM Analytics and Artificial Intelligence
Manage Commercial Excellence
Manage Inventories, Surgical Cases, and Cycle Counts with Intelligent Sales
Support Health Cloud for Mobile Users
Enhanced Timeline
Actionable Relationship Center in Health Cloud
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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.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use Salesforce Scheduler

Schedulable resource add-on

AND

Salesforce Platform Starter license
  1. From Setup, in the Quick Find box, enter Intelligent Appointment Management Configuration, and then select Intelligent Appointment Management Configuration.
  2. Click New Intelligent Appointment Management Configuration.
  3. Enter a label for the configuration.
  4. Enter the Named Credential that you created for this configuration.
    Salesforce Scheduler requires a Named Credential but doesn't use it. To create a mock Named Credential:
    1. From Setup, in the Quick Find box, enter Named Credential, and then select Named Credential.
    2. Click New Named Credential.
    3. Enter a Label of Appointment Management and a Name of Appointment_Management.
    4. The URL must be properly formatted, but the value doesn't matter. You can use https://www.example.com.
    5. Click Save.
  5. Enter the role of the Assigned Provider, for example Primary Care Physician. The Assigned Provider Role value must map to the assigned providers’ relationship with their patients defined in the Reciprocal Role record. See Set Up Reciprocal Roles and Relationships for Intelligent Appointment Management.
  6. Select Is Active.
    You can have multiple appointment configurations, but only one can be active at a time.

    A configuration record isn’t active by default. You must manually activate it and deactivate any other configuration records. At least one configuration record must be active for Intelligent Appointment Management to work.

    Important

  7. Save the configuration.