Create Appointment Modes

A visit with a provider can take place over phone, video, or in person. To create an appointment mode, add the relevant appointment type picklist value.

Available in: Enterprise and Unlimited Editions with Health Cloud.

Salesforce Scheduler is available for an additional cost in Lightning Experience.

User Permissions Needed
To use Salesforce Scheduler:	Schedulable resource add-on AND Salesforce Platform Starter license

User Permissions Needed

To use Salesforce Scheduler:

Schedulable resource add-on

AND

Salesforce Platform Starter license

To use the video visit feature, configuring Appointment Modes is required.

Important

From Setup, click Object Manager.
Select Work Type.
Select Fields & Relationships, and then select Default Appointment Type.
In the Default Appointment Type Picklist Values section, click New.
Enter the picklist values, such as phone, office, or video. Each value goes on its own line.
Save your changes.

Lightning Design System provides utility icons that you can use on lightning pages. Salesforce Scheduler uses utility icons to show icons for appointment types. By default, the API name of a picklist value is the same as the picklist value. Salesforce Scheduler verifies whether the API name of a Default Appointment Type picklist value matches the name of a utility icon that Lightning Design System provides. If the names match, Salesforce Scheduler uses the icon with the same name. If the names don't match, Salesforce Scheduler uses the default lightning icon. See Lightning Design System: Utility Icons.

To edit the icons for appointment types, edit the API names and then enter the names of utility icons that you want to use.

Health Cloud Administration

Create Appointment Modes