Add a Quick Action Button to Confirm Booking Slots in Advanced Therapy Management
To confirm booking requests, configure a quick action button on the highlights panel of
a record page. You can configure the quick action button on the record pages of the Account, Case,
Opportunity, and Care Program Enrollee objects.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
User Permissions Needed
To access Multi-Step Scheduling features:
Multi-Step Scheduling permission set
OR
Manage Multi-Step Scheduling
features
When users submit a request for booking appointment slots, the appointments are submitted
for approval. Our automated and customizable Confirm Booking Request Salesforce Flow enables
internal users like gene therapy coordinators to approve the request. To help gene therapy
coordinators quickly access the flow, add the quick action button on the record page of a Care
Program Enrollee object.
From the object management settings for Care Program Enrollee, click Buttons,
Links, and Actions.
Click New Action, and enter these values:
For Action Type, select Flow.
For Flow, select Confirm Booking Request.
For Standard Label Type, select None.
For Label, enter Confirm Booking Request.
The Name field is auto-populated based on the Label field. Leave it as is.
Save your work.
Add the new action button to the Care Program Enrollee page layout.
From the object management settings for Care Program Enrollees, select Page
Layouts.
Select Care Program Enrollee Layout.
If the buttons in the Salesforce Mobile and Lightning Experience Actions section aren’t
visible, click override the predefined actions.
Drag the Confirm Booking Request action from Mobile and Lightning Actions (1) to the
Salesforce Mobile and Lightning Experience Actions section (2).
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