Appointment Guidance | Health Cloud Administration

Choosing the perfect appointment for a patient can be difficult, but logically walking through a flow that can take the guesswork out of it. Create a custom screen flow to launch in the Intelligent Appointment Management console that guides your call center operators or care coordinators when setting a patient appointment.

Considerations for Appointment Guidance Flow
The Appointment Guidance custom screen flow opens up a range of options for setting visit type, provider preferences, and engagement channel. There are important considerations to keep in mind when setting up the data so that you don’t cause errors in the search function for providers and appointment slots.
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.
Create an Appointment Guidance Flow
Create a custom screen flow to guide call center agents through the process of selecting the correct visit type and provider for a patient’s appointment. When an agent completes the appointment guidance process, the flow sets the visit type and field values for the Healthcare Appointment Scheduler component. Additionally, the variables in the flow are matched against Provider Search fields to set the provider preferences in the component.
Appointment Guidance Flow Example
Appointment Guidance is a custom created screen flow and the simplistic example below is provided to show the basic steps. The example flow shows how to retrieve data from the patient record if the Intelligent Appointment Management console is on the patient account page. Then the example shows how to create a screen with a simple yes and no question. Finally, it shows how to set a standard output variable in the flow to set provider preferences in the console.
Configure Appointment Guidance
Provide call center agents or schedulers with guidance for choosing the best provider, facility, and appointment slot for a patient. The Intelligent Appointment Management component includes the option to select a custom screen flow to use for Appointment Guidance.