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
Get Your Org Ready for Intelligent Appointment Management
Enable Intelligent Appointment Management
Create Call Center Agent and Care Coordinator Users
Enable Care Coordinators to Schedule Appointments for Patients
Show Assigned and Past Provider Badges
Configure Visit Types
Add National Provider Identifiers
Connect Healthcare Practitioners with Facilities
Create Care Specialty Records
Create Care Provider Facility Specialty Records
Link a Visit Type to a Care Specialty
Provide Appointment Statuses and Status Categories
Set Up Reciprocal Roles and Relationships for 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
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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Provide Appointment Statuses and Status Categories

Enable users to track the status of their appointments with customized statuses and status categories. You can add status values that are meaningful to your organization in the Status Values Picklist. Map the picklist vales to status categories to help users manage their appointments better.

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

Make sure that the field-level security of the Source System Identifier, Status Reason, Source System, and Parent Record Type fields is set to visible for all profiles.

Note

Statuses are grouped into four categories: Scheduled, Cannot Complete, Canceled, and Completed. Each status must map to one of the predefined status categories. If the status categories make sense to your users, you can reuse the status categories as statuses.

Table 1. Status Picklist Values and Their Definitions
Status Picklist Values Meaning
Scheduled The appointment slot is confirmed.
Dispatched This value isn’t relevant for Intelligent Appointment Management.
In Progress This value isn’t relevant for Intelligent Appointment Management.
Cannot Complete The slot is no longer available.
Completed The appointment is completed.
Canceled The provider or the patient has canceled the appointment.

This field is required. The user can cancel an appointment only if status value is configured for the Canceled category.
Not Started This value isn’t relevant for Intelligent Appointment Management.
None This value isn’t relevant for Intelligent Appointment Management.

You can have multiple values for a category, but multiple categories can’t map to the same status value.

  1. From Setup, click the Object Manager tab.
  2. Click Service Appointment, then click Fields & Relationships.
  3. Click Status.
  4. In the Status Picklist Values section, select New, to create an appointment status value.
    1. Enter a value for Label. For example, Delayed.
    2. Enter the same value for API Name.
    3. Select a status category.
    4. Save your changes.
    5. Repeat these steps for each status your users need.