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
Configure Intelligent Appointment Management Component
Enable Patients to Schedule Their Own Appointments
Appointment Guidance
Considerations for Appointment Guidance Flow
Add Custom Fields to Appointment Guidance Flow
Create an Appointment Guidance Flow
Appointment Guidance Flow Example
Configure 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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Add Custom Fields to Appointment Guidance Flow

Appointment Guidance leads the call center agent through a screen flow to determine the correct visit type and provider for an appointment. Use custom fields in the flow to set the filter values in the provider preferences panel of the Intelligent Appointment Management console.
Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use Intelligent Appointment Management: Health Cloud Manage Appointment
To open, edit, or create a flow Manage Flow

Before completing this task, enable Provider Search and Intelligent Appointment Management. Also, create the custom fields for Provider Search on both the record and the Care Provider Searchable Field object.

  1. Add the Care Provider Searchable Fields custom fields to the Healthcare Appointment Scheduler Component.
    1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
    2. Select Edit next to the page that includes the Healthcare Appointment Scheduler component.
    3. In the details tab, under Search Panel Fields, select Add Field. Each time you click Add Field any new fields since the component was last updated are added. Click multiple times to see all available fields. The Add Field button deactivates when all fields have been added.
    4. Drag fields into the desired display order.
  2. Save and Activate the Lightning page.
  3. Create flow variables to output values to the provider preferences panel.
    1. From Setup, in the Quick Find box, enter Flows, and select Flows.
    2. Click New Flow.
    3. Select Screen Flow, then click Create.
    4. From the toolbox, click Manager.
    5. Click New Resource.
    6. For Resource Type, select Variable.
    7. Enter an API name and Description for your variable.

      The API name of the flow variable must include only the field name, without the __c. For example if the Care Provider Searchable Field Name is ProviderTypeSync__c, you’d enter ProviderTypeSync.

      Note

  4. Select the Data Type. Only Text, Picklist, and Multi-Select Picklist are supported. The flow sets the field’s value in the provider preferences panel depending on the field types of the Care Provider Searchable Field and the flow variable.
    Care Provider Searchable Field Type Flow Variable Field Type Result
    Text Text or Picklist Value of the flow output is set in panel
    Picklist Text or Picklist Value of the flow output is set in panel
    Multi-Select Picklist Text or Picklist Multiple values are concatenated with ; for text
    Multi-Select Picklist Multi-Select Picklist Iterate through values in flow to set values on the Multi-Select Picklist
  5. Click Done.
You can now create a custom flow to use for appointment guidance and include these custom fields. In that flow, you use these variables and assign values to them that will set the provider preferences filter values in the Intelligent Appointment Management console.