Create a CRM Analytics App for Attendance Prediction

To provide predictions for appointment management, you need a CRM Analytics App. This app is where Einstein calculates the patient’s likelihood to attend.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use Einstein Discovery CRM Analytics for Healthcare

Einstein Discovery needs a minimum of 400 service appointment records to build the prediction model. Import this data from the external scheduling system using the Data Loader. These records can be up to 730 days old from the day of the import. The status category for records of completed appointments must be Completed. For incomplete appointments, the status category must be Cannot Complete and the status reason must be No Show. To stay synchronized with the external scheduling system and to get more accurate predictions, ensure that the status of each service appointment in Health Cloud is up to date.

  1. From Setup, in the Quick Find box, enter Getting Started, and then select Getting Started.
  2. Click Enable CRM Analytics.
  3. Click Launch CRM Analytics.
  4. On the Welcome, Admin User! page, click Create, and then select App.
  5. From Recommended Templates, select Einstein Discovery for Healthcare Analytics.
  6. Review the information on the Einstein Discovery for Healthcare Analytics Details page.
  7. On the Einstein Discovery for Healthcare Analytics - Pick answers to reuse page, select Create a brand new app, and then on the Einstein Discovery for Healthcare Analytics - Personalize page click Looks good, next.
    All the fields that are used to make appointment attendance predictions are selected by default. To create a prediction model, at least two fields are required. The City, Country, State, and Zip Code fields come from the Account object in Salesforce.
  8. Clear the fields that you don’t want included in your model, and then click Looks good, next. Don’t clear the Hours and Weekday fields.
  9. Enter a name for your app, and then click Create.