Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Recurring Scheduling for Intelligent Appointment Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Set Up Recurring Scheduling for Intelligent Appointment Management

            Simplify the process of scheduling ongoing care such as physical therapy appointments that occur at regular intervals at a specified frequency. Add recurring scheduling to the Intelligent Appointment Management home page or the appointment guidance flow.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Intelligent Appointment Management: Health Cloud Appointment Management permission set
            To edit Lightning pages: Customize Application

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

            1. To add recurring scheduling to the Intelligent Appointment Management home page, use Lightning App Builder.
              1. Open a page with the Intelligent Appointment Management component, such as a person account, clinical service request, or task page.
              2. Click the Setup icon, and then select Edit page.
              3. Click the tab used for appointment scheduling, and then click the Healthcare Appointment Scheduler component.
              4. Make sure a home page Omniscript such as healthCloudIAM_HomePage_multiLanguage is specified.
              5. Select Show recurring scheduling.
            2. To add recurring scheduling to your appointment guidance flow, set the SchedulingOption output variable to Recurring. For details, see Create an Appointment Guidance Flow.
             
            Loading
            Salesforce Help | Article