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            Set Up Capacity-Based Scheduling for Intelligent Appointment Management

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            Set Up Capacity-Based Scheduling for Intelligent Appointment Management

            Limit the number of appointments a scheduler can book for a given shift and type of work. For example, set a cap on the number of new patients a scheduler can book with a provider or at a clinic per day.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To administer Intelligent Appointment Management: Health Cloud Appointment Management permission set

            This feature requires the use of Salesforce Scheduler as the back-end scheduling system.

            1. If you haven't already done so, complete the Salesforce Scheduler prerequisites for capacity-based scheduling.
              1. Run a script that verifies that none of the existing Shift Work Topic records have the All Topics Supported field enabled. The script deletes such shift work topics and then creates individual shift work topics for all the work types or work type groups.
              2. Configure shifts.
              3. Complete the prerequisite tasks and then, in Setup, enable Multiple Topics for Shifts.
            2. In Setup, enable Capacity-Based Scheduling. Then update the capacity of your shift work topics.
              By default, after you enable capacity-based scheduling, the capacity of your shift work topics is set to 0. To populate capacity values in your shift work topics, you can run a script or manually set the capacity for the shift work topics.
            3. Specify the type of limit to use in service territories and the maximum capacity for shifts.
              1. In service territories, for Service Appointment Limit Type, select either Maximum Limit or Achievable Limit.
              2. In shifts, for Maximum Appointment Capacity, set the maximum number of appointments that can be scheduled.
            4. Add the Service Territory Capacity Summary component to the service resource or service territory page.

            See Also

             
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