Learn About Multi-Step Scheduling

Admins can also configure shifts of service resources assigned to a service territory for a work type (work procedure step). Multi-Step Scheduling collates all of this data on two new tabs: Schedule Appointments and Reschedule Appointments. When users conduct basic and advanced searches, they view available time slots for all work types configured as per the time required to complete each work type. Users can then book their preferred slots for all work types, and reschedule and cancel appointments as well.

You can use Multi-Step Scheduling both in the context of Life Sciences Cloud and with other products.

Note When you enable Salesforce Scheduler settings, make sure to leave the Schedule Appointments Using Engagement Channels setting disabled. Advanced Therapy Management does not support multi-step scheduling with Engagement Channels.

• Assign Permission Sets and Permission Set Licenses To Your Advanced Therapy Management Users
  Help users manage slots with Advanced Therapy Management by assigning them the required permission sets and permission set licenses.
• Enable Salesforce Scheduler Settings
  Define the availabilities of service resources for work at a service territory by associating shifts with work types. To do this, you must first enable the Salesforce Scheduler for Health Cloud setting.
• Add the Appointment Slots Lightning Component to a Record Page
  Enable users to view and manage their scheduled and canceled appointments, and create new ones, by adding the Appointment Slots Lightning component to a record page. You can configure the Appointment Slots Lightning component on the record page of an Account, Case, Opportunity, or Care Program Enrollee object.
• Configure Scheduling Policies for Advanced Therapy Management
  Make it easy for multi-step scheduling users to find and book appropriate slots. Configure time slot intervals to determine the intervals in which each appointment starts. Also enable Salesforce Scheduler to use service territory member’s shifts to search for slots.
• Considerations for Defining Availability of Slots
  Get to know about the advantages and disadvantages of using time slots versus shifts to define the availability of appointment slots.
• Turn on Field-Level Security for Time Slots
  Help users seamlessly search for slots by enabling the field-level security settings for the Maximum Appointment field in the Time Slot object. This setting is required for our internal APIs to fetch results for available slots.
• Set Up Data For Advanced Therapy Management in Your Org
  Empower users to schedule appointments easily across multiple sites. To use Multi-Step Scheduling effectively, set up the required data for all objects in Advanced Therapy Management’s data model.
• What Is Partial Rescheduling in Advanced Therapy?
  Unlike a complete reschedule, partial reschedule cancels slots downstream from the work types you start with, and creates appointments in the existing service appointment group.
• Visibility for Buttons in Appointment Slot Component
  In Advanced Therapy Management, the status of the related service appointment group and the individual service appointments in the group determines the visibility of the Book New Slots, Reschedule Slots, and Cancel Slots buttons. You can provide conditional visibility of the Reschedule and Cancel buttons by cloning the Determine Cancel and Reschedule Button Visibility flow.
• 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.
• How Are Slot Results Optimized in Advanced Therapy Management?
  To offer the most optimized search results for available appointment slots, Advanced Therapy Management’s Multi-Step Scheduling filters slot results through a combination of internal and external checks.
• Keep Track of the Total Number of Patients Enrolled in Advanced Therapies
  You can easily track the total number of enrollees in advanced therapies. This helps plan for enrollee count upgrades to accommodate increasing enrollees in advanced therapies. Usage-based entitlement details provide more information about the enrollee count that you can use for billing purposes.