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Add Custom Fields for Provider Scheduling to the Appointment Guidance Flow
Appointment Guidance leads the call center agent through a screen flow to determine the correct visit type and provider for an appointment. Use custom fields in the flow to set the filter values in the provider preferences panel of the Intelligent Appointment Management console.
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 Manage Appointment |
| To open, edit, or create a flow | Manage Flow |
Before completing this task, enable Provider Search and Intelligent Appointment Management. Also, create the custom fields for Provider Search on both the record and the Care Provider Searchable Field object.
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Add the Care Provider Searchable Fields custom fields to the Healthcare Appointment
Scheduler Component.
- From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
- Select Edit next to the page that includes the Healthcare Appointment Scheduler component.
- In the details tab, under Search Panel Fields, select Add Field. Each time you click Add Field, any fields configured since the component was last updated are added. Click Add Field multiple times to see all available fields. The Add Field button becomes unavailable after all fields have been added.
- Drag fields into the desired display order.
- Save and activate the Lightning page.
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Create flow variables to output values to the provider preferences panel.
- From Setup, in the Quick Find box, enter Flows, and select Flows.
- Click New Flow.
- Click Start from Scratch, and then click Next.
- Select Screen Flow, then click Create.
- From the toolbox, click Manager.
- Click New Resource.
- For Resource Type, select Variable.
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For the variable API name, enter the API name of a field from the Care Provider
Searchable Field object. Also enter a description.
Note The API name of the flow variable must include only the field name, without the __c. For example, if the Care Provider Searchable Field Name is ProviderTypeSync__c, enter ProviderTypeSync.
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Select the Data Type. Only Text, Picklist, and Multi-Select Picklist are supported. The
flow sets the field’s value in the provider preferences panel depending on the field types of
the Care Provider Searchable Field and the flow variable.
Care Provider Searchable Field Type Flow Variable Field Type Result Text Text or Picklist Value of the flow output is set in the panel Picklist Text or Picklist Value of the flow output is set in the panel Multi-Select Picklist Text or Picklist Multiple values are concatenated with ; for text Multi-Select Picklist Multi-Select Picklist Iterate through values in the flow to set values on the Multi-Select Picklist - Click Done.
You can now create a custom flow to use for appointment guidance and include these custom fields. In that flow, you use these variables and assign values to them that set the provider preferences filter values in the Intelligent Appointment Management console.
