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            Troubleshoot Intelligent Appointment Management Setup Issues

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            Troubleshoot Intelligent Appointment Management Setup Issues

            Save time during implementation and resolve configuration issues that come up later by running Health Cloud Troubleshooter. This diagnostic tool helps you verify that required records are set up correctly and that users have the relevant permissions. It identifies and fixes invalid data, missing data, and missing permissions.

            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 troubleshoot Intelligent Appointment Management, Intelligent Appointment Management must be enabled.

            Keep in mind that Troubleshooter doesn’t identify every possible issue. For example, Troubleshooter doesn’t diagnose configuration issues related to self-scheduling. To get help investigating issues not detected by Troubleshooter, contact Salesforce Customer Support.

            1. From Setup, find and select the Troubleshooter for Health Cloud.
            2. Troubleshoot data setup.
              1. Click Record Validation.
              2. Select a scheduling system, and enter a practitioner and facility. Optionally enter a patient and work type. Then click Validate.
              3. To fix missing or invalid data, click links to records. For details about setting up records, click the Help links in the search criteria.
              Health Cloud Troubleshooter validation results that include missing account facility data
            3. Troubleshoot data access.
              1. Click Object Access and Field Permissions.
              2. Enter a context and a user. Then click Check Access.
              3. Assign missing object access and field permissions to the specified user.
              Health Cloud Troubleshooter data access results
             
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