Configure the Service Appointment Tab for the Contact Center
Enable contact center agents to set up service appointments in the Contact Center. In
Lightning App Builder, create tabs for the Healthcare Appointment Scheduler component.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
User Permissions Needed
To use the Contact Center for Health Cloud
Contact Center for Health Cloud permission set
Reminder: Add the Service Appointments related list to the page layout when you configure
the Person Account page layout for the Contact Center.
From the App Launcher, find and select Contact Center.
Go to Accounts and select a person account record to open in the Contact Center.
Click the Gear icon, and then click Edit Page.
In the Lightning App Builder, select the person account’s tab section.
In the properties pane, click Add Tab.
Click the new tab, labeled Details, then click and select Custom.
Add a name for your tab. For example, Appointments.
Click Done.
Select the newly created tab, and move the Healthcare Appointment Scheduler component onto
the editable part of the tab.
Review the fields and remove any fields you don’t want to display on the Appointment
tab.
Repeat the prior steps to add a Care Barrier tab and move the Care Determinants component
to the tab.
You don’t need to add Care Determinants as a related list in the Person Account page
layout.
Save your changes, click Activate, and then set the page as the app
default for the Contact Center app.
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