Configure Intelligent Appointment Management Component

Configure the Intelligent Appointment Management console to make it easy to find the perfect appointment for a patient.
Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To use Health Cloud Health Cloud Foundation
To edit Lightning Pages: Customize Application
To use Intelligent Appointment Management Health Cloud Appointment Management
  1. In Setup, in the Quick Find box, enter Lightning App Builder, then select Lightning App Builder.
  2. Select the page that includes the Intelligent Appointment Management Console and click Edit.
  3. Select the Healthcare Appointment Scheduler component to view the attributes.
  4. Configure the Appointment Guidance Flow and Label.

    See Appointment Guidance for more information about configuring this feature.

    Note

  5. To add new fields in the Search Panel Fields, Advanced Search Fields, or Search Results fields areas, 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 will deactivate when all fields have been added.
  6. Remove any fields that you don’t want to display to users.
  7. Select the Hide Advanced Search option to initially hide the advanced search options unless it is expanded by the user.
  8. Set the Distance Unit that is used to search for appointments within a certain distance of the patient’s address.
  9. Select the Show Provider Badge option if you want to indicate which providers have been associated with this patient in the past.