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Customize the Intelligent Appointment Management Home Page
A home page Omniscript included with Health Cloud gives schedulers and care coordinators access to appointment scheduling workflows and appointment guidance in one convenient location. Use the home page as is or customize the home page Omniscript and Flexcards to tailor the appointment scheduling experience to the unique needs of your organization.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To edit Lightning pages: | Customize Application |
| To edit Omniscripts and Flexcards: | Omnistudio Admin permission set |
| To use the home page: | Omnistudio User permission set OR Omnistudio Admin permission set |
The home page Omniscript included with Health Cloud includes Flexcards that provide access to single-resource, multi-resource, and multi-step appointment workflows, and to appointment guidance. Examples of customization include removing workflows or applying conditions to workflow visibility.
- From the App Launcher, find and select the OmniStudio app, then select OmniStudio Flexcards.
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Click a Flexcard name and then open the latest version of the Flexcard.
Flexcard Name Description HealthCloudIAMSingleResourceApptCard Launches the single-resource appointment scheduling workflow HealthCloudIAMMultiStepApptCard Launches the multi-step appointment scheduling workflow HealthCloudIAMMultiResourceApptCard Launches the multi-resource appointment scheduling workflow HealthCloudIAMRecurringApptCard Launches the recurring appointment scheduling workflow HealthCloudIAMApptGuidanceCard Launches the appointment guidance workflow - Click Clone.
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Select Flexcard elements and edit their properties. Then activate the customized
Flexcard.
A PubSub event on each Flexcard launches an appointment workflow. Each event uses a Channel Name of iamHomeScreen, an Event Name of showApptCard, and a unique input parameter key.
Flexcard Name Input Parameter Key HealthCloudIAMSingleResourceApptCard showSingleResourceApptCard HealthCloudIAMMultiStepApptCard showMultiStepApptCard HealthCloudIAMMultiResourceApptCard showMultiResourceApptCard HealthCloudIAMRecurringApptCard showRecurringApptCard HealthCloudIAMApptGuidanceCard showApptGuidanceCard - From the OmniStudio app menu, find and select Omniscripts.
- Click healthCloudIAM/HomePage, and then open the latest version of the Home Page Omniscript.
- Click New Version.
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Select Omniscript elements and edit their properties. Then activate the customized
Omniscript.
Actions in the Omniscript correspond to appointment workflow Flexcards in the previous step. Conditional View properties are set up to show each Flexcard if the workflow attribute is selected in the Healthcare Scheduler Lightning web component.Replace existing Flexcards with your custom Flexcards. To always show an appointment workflow on the home page, don't include a view condition. If you add view conditions, you must include these view conditions set as either
trueorfalse. The Healthcare Appointment Scheduler component relies on these view conditions and without them, the buttons that launch the appointment workflows don’t work.Flexcard View Condition Single-resource appointment workflow showSingleResourceApptCard Multi-step appointment workflow showMultiStepApptCard Multi-resource appointment workflow showMultiResourceApptCard Recurring appointment scheduling workflow showRecurringApptCard Appointment Guidance workflow showApptGuidanceCard - In the Lightning App Builder, edit a page with the Intelligent Appointment Management console such as the account page. Select the Healthcare Appointment Scheduler component on that page and then, for Home Page, select your customized Omniscript. The Omniscript appears on the Schedule Appointments tab.
- Save your changes.
