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            Provide Appointment Statuses and Status Categories

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            Provide Appointment Statuses and Status Categories

            Enable users to track the status of their appointments with customized statuses and status categories. You can add status values that are meaningful to your organization in the Status Values Picklist. Map the picklist vales to status categories to help users manage their appointments better.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Health Cloud Health Cloud Foundation permission set
            Note
            Note In the Service Appointment object, ensure that the field-level security of the Source System Identifier, Status Reason, Source System, and Parent Record Type fields is set to visible for all profiles.

            Statuses are grouped into four categories: Scheduled, Cannot Complete, Canceled, and Completed. Each status must map to one of the predefined status categories. If the status categories make sense to your users, you can reuse the status categories as statuses.

            Status Picklist Values and Their Definitions
            Status Picklist Values Meaning
            Scheduled The appointment slot is confirmed.
            Dispatched This value isn’t relevant for Intelligent Appointment Management.
            In Progress This value isn’t relevant for Intelligent Appointment Management.
            Cannot Complete The slot is no longer available.
            Completed The appointment is completed.
            Canceled

            The provider or the patient has canceled the appointment.

            This field is required. The user can cancel an appointment only if status value is configured for the Canceled category.
            Not Started This value isn’t relevant for Intelligent Appointment Management.
            None This value isn’t relevant for Intelligent Appointment Management.

            You can have multiple values for a category, but multiple categories can’t map to the same status value.

            1. From Setup, click the Object Manager tab.
            2. Click Service Appointment, then click Fields & Relationships.
            3. Click Status.
            4. In the Status Picklist Values section, select New, to create an appointment status value.
              1. Enter a value for Label. For example, Delayed.
              2. Enter the same value for API Name.
              3. Select a status category.
              4. Save your changes.
              5. Repeat these steps for each status your users need.
             
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