Health Cloud Administration

Administer Health Cloud
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Types of People in Health Cloud
Quick Start List for a Successful Health Cloud Implementation
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Use the Health Cloud - Admin App
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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
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Document Generation in Health Cloud
Manage Patient or Member Care to Improve Outcomes
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Care Coordination for Slack
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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 Operating Hours for Providers and Facilities

Configure operating hours for providers and facilities to use when scheduling appointments in Intelligent Appointment Management.

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

Providers are represented as service resources and facilities are service territories. Providers are related to a facility using service territory member records. You can set up operating hours for a facility or for a provider at a specific facility.

There are a few ways to set up operating hours.

  • From the Operating Hours tab.

    Create operating hours this way for service territories (facilities).

  • From a service territory member record (which links a provider to a facility for scheduling), click Add Time Slots in the Operating Hours card.

    To access this record, open a service territory record and click the Related tab to view the Service Territory Members related list. Or from a service resource record, go to the Service Territories related list.

  • From a work type record (which represents a type of visit), click Add Time Slots in the Operating Hours card.

Here’s how to do it from the Operating Hours tab.

  1. From the App Launcher, find and select Salesforce Scheduler Setup.
    This app opens up multiple object tabs, including Service Territories, Service Resources, Operating Hours, and more.
  2. Go to the Operating Hours tab.
  3. Click New.
  4. Enter a name for the operating hours and select a time zone.
  5. To add a time slot, under Set Service Appointment Windows, click Add Row.
  6. Select a day, start time, and end time for the time slot. Optionally, select a work type.
    If the end time is on the next day, that time slot appears in the next day’s column while scheduling an appointment. For example, the start time is 8:00 PM on Tuesday and the end time is 12:00 AM on Wednesday. The time slot appears in the column for Wednesday and not in the column for Tuesday.
  7. If Concurrent Scheduling is enabled, you can also define time slots for concurrent appointments and specify the maximum number of appointments in a time slot. Under Set Concurrent Service Appointment Windows, click Add Row. For more information, see Define Time Slots for Concurrent Scheduling.

    Create concurrent time slots only for those operating hours that you plan to assign to service territory members. During appointment scheduling, only the concurrent time slots in the service territory member’s operating hours are available for selection. Any concurrent time slots in the work type’s or service territory’s operating hours aren’t available.

    Note

  8. Save your changes.

If you created operating hours for a facility, you can associate those hours to the facility when you create its service territory record.

Sync data for Provider Search to confirm that the operating hours data is shown in the Care Provider Searchable Field object.