Create Appointment Reasons and Engagement Channel Types

Create appointment reasons to give patients easy-to-understand options when they book appointments through an Experience Cloud site. When a patient selects an appointment reason, it connects to the underlying work type to fetch available time slots. Use engagement channels to designate the channel for the appointment; such as in-person, video, and phone. The final step is to connect the appointment reason with the engagement channel type so that the scheduler is shown appointment slots that meet both criteria.

• Provide User-Friendly Appointment Reasons
  Give patients a set of easy-to-understand options to pick from when they’re asked the reason for booking an appointment through an Experience Cloud site.
• Create Engagement Channel Types for Intelligent Appointment Management
  Engagement channels are mediums, such as Phone, Video, and In Person that practitioners use to conduct appointments with patients. To define engagement channels for service appointments and to add the channels to shifts, create engagement channel types. If you already set up engagement channel types when you configured shifts for Salesforce Scheduler, you can skip this task.
• Create Appointment Reason Engagement Channel Types for Intelligent Appointment Management
  An appointment reason engagement channel type connects the appointment channel with the appointment reason. For example, create an appointment reason engagement channel type for an Annual Checkup appointment reason and an In Person engagement channel type.
• Set Up Static Resources for Appointment Reason Records
  Set up static resources to display the images used in Omnistudio Flexcards for appointment reasons. You can only use static resources within your Salesforce org, so you can’t host content here for other apps or websites.