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            Schedule a Series of Related Appointments

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            Schedule a Series of Related Appointments

            Book a series of related appointments at once. Select a template that specifies the types of appointments to book in a series, in the right order, at the right time intervals. Then walk through the steps to book each of the appointments and confirm the availability of appointment slots each step of the way. You can skip appointments that you don’t want to schedule yet, and act promptly when notifications alert you to scheduling issues.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To schedule appointments: Health Cloud Appointment Management
            To use the home page:

            Omnistudio User permission set

            OR

            Omnistudio Admin permission set

            Depending on your org's configuration, you can book providers, assets, or both.

            1. From the patient’s account page or a clinical service request page, open the Appointment Management console.
            2. If your console shows an appointment list, click Schedule Appointments.
            3. Click Start Multi-Step Scheduling.
            4. Select a work procedure. A work procedure stores information about an overall process that involves several appointments, for example pre-surgical appointments or a vaccination series.
              The work procedure preview shows the appointments to schedule.
            5. Select a patient and click Next.
            6. To book multiple resources, for Scheduling Mode, select Multi-Resource Appointment. Or click Add Resources on a search result.
              If your org is configured for provider and asset scheduling, select which resource to schedule the appointment with.
            7. Gather the patient’s preferences for day, time, time zone, distance, and provider or asset for this appointment.
            8. To narrow the list of available appointment slots, apply filters.
            9. Select a time and click Next or click Skip Slot Selection to proceed without scheduling this appointment. Repeat this step for each appointment in the series.
            10. After the last appointment in the series, review the appointment details.
              To add non-bookable assets such as a wheelchair or cane to an appointment, select Add Assets. Then look up and select up to five assets.
              Add extra details in the Comments field.
            11. Click Confirm.

            See Also

             
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