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            Set Up Optional Intelligent Appointment Management Features

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            Set Up Optional Intelligent Appointment Management Features

            Help schedulers connect patients with the most suitable providers by showing which providers accept new patients, and which providers are assigned to a patient or were previously assigned to a patient. Create appointment guidance that walks schedulers through the steps to schedule an appointment. Use predictive analytics to find ideal appointment times. Automatically send emails when appointments are scheduled or canceled.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            • Show Which Providers Accept New Patients
              Help schedulers can find suitable providers faster by using healthcare facility network records. The Panel Status indicates whether the practitioner is accepting new patients.
            • Show Assigned and Past Provider Badges
              Often, a number of care providers and healthcare practitioners are involved in a patient’s care. To easily schedule appointments with the required practitioner, such as the primary care physician, you must display assigned and past provider badges on the provider’s card.
            • Appointment Guidance
              Choosing the perfect appointment for a patient can be difficult, but logically walking through a flow that can take the guesswork out of it. Create a custom screen flow to launch in the Intelligent Appointment Management console that guides your call center operators or care coordinators when setting a patient appointment.
            • Verify Prerequisites for Appointments
              Ensure that patients receive the most appropriate care based on prerequisites such as their age and medical history. Build a prerequisite check flow that determines a patient's eligibility for a visit type, and then link your flow to a visit type. A prerequisites check in the scheduling workflow alerts schedulers and can prevent them from booking appointments if the patient doesn’t meet the required criteria.
            • Reduce Patient No-Shows with CRM Analytics Prediction
              Intelligently highlight the days and times a patient is most likely to attend based on the history of similar people by using the CRM Analytics Prediction for Intelligent Appointment Management add-on. When you identify ideal appointment times up front, you increase the likelihood of patients showing up for their appointments, save your staff from spending time on coordinating reschedules, and maximize your healthcare providers’ time.
            • Confirm Appointments by Email
              Provide patients with the most up-to-date information on appointments by sending emails when appointments are scheduled or canceled.
             
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