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
PDF

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.
Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder: Customize Application
To view Lightning pages in the Lightning App Builder: View Setup and Configuration

Before configuring appointment guidance, create the custom screen flow for Appointment Guidance. For more information see Create an Appointment Guidance Flow.

  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. Open the attributes panel by selecting the Healthcare Appointment Scheduler component.
  4. In the field for Appointment Guidance Flow, select the custom appointment guidance screen flow that you created.
  5. To automatically launch the flow when the page loads, select Auto Launch Appointment Guidance. Otherwise, call center agents visiting this page must click Appointment Guidance.

    There’s a separate feature that is set in the Work Type Code Set Bundle object that automatically launches another Flow after a visit type is selected. If the output of your Appointment Guidance flow is one such visit type, then there’s the potential for an endless loop.

    Note

  6. To change the label for launching appointment guidance, enter a new name in the Label for Launching Appointment Guidance field. The default is Appointment Guidance. This field accepts custom labels in the format {!$Label.customLabelName}.
  7. To include filter fields that are set by the custom Appointment Guidance flow and not already displayed on the provider preferences panel, select Add Field in the Search Panel Fields section.

    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.

    Note

  8. Save and Activate the page.