Appointment Guidance

Choosing the perfect appointment for a patient can be difficult, but logically walking through a flow that can take the guesswork out of it. Create a custom screen flow to launch in the Intelligent Appointment Management console that guides your call center operators or care coordinators when setting a patient appointment.

• Considerations for Appointment Guidance Flow
  The Appointment Guidance custom screen flow opens up a range of options for setting visit type, engagement channel, and provider preferences. There are important considerations to keep in mind when setting up the data so that you don’t cause errors in the search function for providers, assets, and appointment slots.
• 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.
• Create an Appointment Guidance Flow
  Create a custom screen flow that guides call center agents through the process of selecting the correct visit type and resources for a patient’s appointment. After a scheduler completes the appointment guidance steps, the flow sets the visit type, field values, and search preferences for the Intelligent Appointment Management console.
• Configure Appointment Guidance
  Provide call center agents or schedulers with guidance for choosing the best provider, facility, asset, and appointment slot for a patient. The Intelligent Appointment Management component includes the option to select a custom screen flow to use for Appointment Guidance.