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            Verify Prerequisites for Appointments

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            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.

            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
            To create and edit a flow: Manage Flow permission
            To schedule appointments with prerequisite checks: Run Flow permission

            To get started faster, clone and customize the Check Appointment Prerequisites flow included with Health Cloud. This flow determines whether a patient meets the age requirements for an appointment. It includes customizable warning messages and errors to indicate that an appointment can’t be booked.

            To incorporate complex logic into your flow, invoke a Context Service action or a Business Rules Engine lookup table or expression set.

            Users who schedule multi-resource appointments need Read access to the Work Type Code Set Bundle object’s Flow Name and Prerequisites Check fields.

            1. Build a prerequisite check flow.
              1. From Setup, find and select Flows.
              2. To clone the prebuilt flow, click Check Appointment Prerequisites, and then click Save As New Flow. Or, to create a flow from scratch, click New Flow.
              3. Add and customize flow resources and elements to suit your business needs. Include decision paths that enforce prerequisite rules and messaging for flow users.
              4. Save and activate the flow.
            2. Link your flow to a visit type.
              1. From the App Launcher, find and select Work Type Code Set Bundles. Then click the work type code set bundle for the visit type that has prerequisites.
              2. Select Prerequisites Check.
              3. For Flow Name, specify the name of your prerequisite check flow.

            See Also

             
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