Virtual Care Self Service | Health Cloud Administration

Make Video Visits even more convenient for patients by creating an Experience site with self-scheduling. Provide an intuitive video platform, automated appointment notifications, and easy access links for authenticated and guest users.

Available in: Enterprise and Unlimited Editions with Health Cloud, Video Calls Add-On license.

Health Cloud Customer Community or Health Cloud Customer Community Plus license

User Permissions Needed
To access Health Cloud objects:	Health Cloud Platform
To access Health Cloud objects for site users:	Health Cloud for Experience Cloud Sites
To administer Health Cloud site:	Health Cloud for Community
To administer Provider Search:	Health Cloud Provider Network Management
To edit OmniScripts:	OmniStudio Admin
To use OmniStudio:	OmniStudio User
To schedule appointments:	Health Cloud Appointment Management

Virtual Care Self-Service brings Provider Search, Intelligent Appointment Management, Salesforce Scheduler, and Video Visits features together with the power of OmniStudio and Digital Experiences to create an interactive interface for patients.

Get Your Org Ready for Video Visit Self-Service
Video Visits Self-Service requires enabling OmniStudio, Provider Search, Intelligent Appointment Management, Salesforce Scheduler, and Video Visits. Check that all of these features are enabled and configured.
Connect Appointment Reasons to Engagement Channel Types
Create engagement channels, such as in-person, video, and phone, that service resources can add to their shifts and work types. For self-service video appointment scheduling it’s necessary to create Engagement Channel Type records in addition to adding video to the Service Appointment default appointment.
Set Up an Experience Site for Self-Service Video Visits
Create an Experience Cloud site with self-service appointment and video visit capabilities so that your customers can self-schedule their video appointments.
Give Video Self-Service Users Access to Your Experience Cloud Site
Give Video Visits self-service users the profile, permission sets, and object access needed to scheduled appointments themselves.
Set Up an Email Appointment Link for Guest Users
Confirm a guest user’s appointment with an automated email that includes a button to access your Experience Cloud site where they can access their video visit.
Setup an Email Appointment Link for Authenticated Users
Let your patients know with an automated email that their appointment is confirmed. Provide a convenient button in the email to access your Experience Cloud site.