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            Get Your Org Ready for Intelligent Appointment Management

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            Get Your Org Ready for Intelligent Appointment Management

            Enable the features and assign the permissions required for provider scheduling and asset scheduling.

            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
            To use Health Cloud console: Health Cloud Standard
            To enable Provider Search: Data Pipelines Base User
            To use Intelligent Appointment Management: Health Cloud Appointment Management
            1. Ensure that person accounts are enabled and configured for Health Cloud.
            2. Verify that the patient record layout includes the mailing address field.
              The mailing address field on the patient’s record is used for the driving distance filter.
            3. For provider scheduling, enable Data Pipelines. See Enable Data Pipelines for Provider Search.
            4. For provider scheduling, enable Provider Search. See Enable Provider Search.
            5. For the objects used in Intelligent Appointment Management, set the default internal access to Public Read Only. You do this from Setup, in Sharing Settings.
              If appointment schedulers book providers, assign these permissions. If you already use Provider Search, the Care Provider Searchable Field, Healthcare Practitioner Facility, and Healthcare Provider objects have the required sharing settings.
              OBJECT DEFAULT EXTERNAL ACCESS
              Care Provider Searchable Field Public Read Only
              Healthcare Practitioner Facility Public Read Only
              Healthcare Provider Public Read Only
              Healthcare Provider NPI Public Read Only
              Service Resource Public Read Only
              Service Territory Public Read Only
              Work Type Public Read Only
              If appointment schedulers book assets, assign these permissions.
              OBJECT DEFAULT EXTERNAL ACCESS
              Asset Public Read Only
              Service Resource Public Read Only
              Service Territory Public Read Only
              Work Type Public Read Only
              If schedulers use appointment availability data from an external electronic health record (EHR) system, assign these permissions.
              OBJECT DEFAULT EXTERNAL ACCESS
              Code Set Public Read Only
              Code Set Bundle Public Read Only
            6. For provider scheduling, set up providers and facilities.
              Record Purpose
              Healthcare provider Represents a facility
              Healthcare provider Represents a practitioner
              Healthcare practitioner facility

              Associates a practitioner with a facility

              In each healthcare practitioner facility record, enter details required for scheduling systems.

              • Enter operating hours. To display times in the correct timezones, Salesforce Scheduler and external scheduling systems use the operating hours from healthcare practitioner facility records. During appointment scheduling, Intelligent Appointment Management shows time slots in the time zone of the logged-in user.
              • If you use Salesforce Scheduler as your back-end scheduling system, select the relevant Service Territory Member.
              • If you use an external scheduling system, for Source System, enter your electronic health record (EHR) system.
              Care provider facility specialty

              Associate a practitioner with their specialties. In a later task, you associate visit types with these specialties.

              Create a care provider facility specialty record for each healthcare practitioner facility record.
            7. For asset scheduling, create asset type, asset, and work type asset type records.
            8. For provider scheduling, sync and verify Provider Search data. From Setup, go to Provider Search Settings and click Manual Data Sync to sync the data in the new records you created. Then review the Care Provider Searchable Field records and confirm that they show the data you expect.

            Now you’re ready to enable Intelligent Appointment Management.

            See Also

             
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