Learn About Therapy Orchestration

In Advanced Therapy Management, a therapy workflow involves multiple stages that occur in sequence or in parallel, such as patient intake, apheresis, manufacturing, and infusion. Each stage has multiple substages that must be completed in sequential order. For example, the apheresis stage has substages like verification of patient identity, collection of the biosample, and delivery of the biosample. Each substage consists of tasks that are assigned to different users and can be performed in parallel.

To orchestrate a therapy, first you must set up the relevant therapy records before the flow is executed (setup construct). Make sure you configure a care program, a corresponding work procedure, work procedure steps, work types, work type steps, and action plan templates with task flows or component tasks. At the time of execution of the flows (runtime construct), care program enrollee work order, care program enrollee work order step, and assessment task records are generated. You can set up teams, team members, and participant roles to assign the tasks to users.

Therapy Orchestration offers two sample flows that are customizable templates that you can clone to add, modify, or remove substages, per your requirements. The sample flows generate care program enrollee work order steps for Patient Intake and Apheresis. You can clone and customize the sample flows to set up care program enrollee work order steps for other work procedure steps, like Manufacturing and Infusion.

• Generate Work Order Steps for Patient Intake
• Generate Work Order Steps for Apheresis

Note Starting from Winter ‘24, you can’t view or add new data in the Associated Flow Name field on the Work Procedure Step object. You can continue executing the Generate Work Order Steps for Patient Intake and Generate Work Order Steps for Apheresis flows using data that was stored in the Associated Flow Name field before Winter ‘24. However, this approach isn’t recommended. Instead, create records for substages in a therapy stage using Work Type Step records, and associate an action plan template with the work type step to create therapy tasks.

Apart from the sample flows, Therapy Orchestration provides a simplified framework for implementing all the different stages, substages, and tasks of a therapy using an orchestration flow that loops through other flows.

After you run the flows, you can follow the details of the orchestration, including the status and the date it was created, in the Orchestration Run records. In the Related tab, view the therapy stages and steps that are executed.

• Assign Permission Sets Licenses and Permission Set to Therapy Orchestration Users
  Enable users to execute advanced therapy workflows and automate task assignment by assigning the required permission sets licenses and corresponding permission sets.
• Configure Data Capture for Objects
  To make sure that the orchestrator is notified of any changes to the Care Program Enrollee Work Order and Care Program Enrollee Work Order Step records, configure data capture for these objects.
• Configure Flow Events in Advanced Therapy Management
  To resume the Advanced Therapy Management flow orchestrator, turn off the flow events.
• Add Lightning App Builder Components to Track Step Progress
  Help users track the progress of therapy steps or substages (work procedure steps) and tasks (care program enrollee work order steps) by adding the Work Procedure Step Progression and Work Order Step Progression components to the Care Program Enrollee record page. These components enable users to view completed, current, and upcoming tasks.
• Quick Guide to a Successful Therapy Orchestration
  Find the list of Therapy Orchestration tasks you perform in a particular order to configure the right data, and run the default flows and your own customized flows in one place.
• Considerations for Running the Default Therapy Orchestration Flows
  Perform prerequisite tasks before you run the default flows for therapy orchestration.
• Prepare to Run the Therapy Orchestration Flows in Advanced Therapies
  Therapy Orchestration’s flows are highly flexible and you can customize them according to the needs of your Salesforce org. Add, remove, and modify therapy stages and steps, and create action plan templates for the different stakeholders in a therapy. Create work type steps to represent each therapy step and associate it with an action plan template. Add team members who can be assigned a task in a therapy step.
• Manually Assign Therapy Tasks to Users
  Make sure stakeholders in a therapy step don’t miss their assigned tasks due to configuration errors. Create a custom field on the Assessment Task object and configure an Apex trigger to assign therapy tasks using criteria-based sharing.
• Create a Lightning Aura Component for Tasks in Therapy Orchestration
  Help users perform component tasks that involve navigating to different screens. Set up a Lightning Aura Component to help users navigate to the Schedule Appointments tab to book slots as part of a component task.
• Update Component Task Status with Lightning Message Channel
  To change the status of a component task, publish a message through a Lightning message channel and create a Lightning aura component.
• Repeat Stages In a Therapy Orchestration
  Advanced Therapy Orchestration helps you perform two types of flows: linear flows and non-linear flows that repeat stages. While linear flows are the norm, non-linear flows are built to intervene in situations when things don’t go according to plan.
• Use Advanced Scheduling and Decision Tables
  Provide flexibility for users to find appropriate appointment slots with Advanced Scheduling settings. Accommodate operational and regulatory variances in lead time based on country or service territory. Help users select their preferred locations for performing therapy processes based on priority-based override rules. Customize field lists that store therapy task data according to the country of enrollment.
• Get to Know Custody Management
  Advanced Therapy Management’s Chain of Custody (CoC) and Chain of Identity (CoI) capabilities help you comply with pharmaceutical regulations and uphold safety standards across the lifecycle of an advanced therapy. CoC helps you maintain a digital trail of the patient’s collected biosample as it passes through the various stages, steps, and tasks of an advanced therapy. CoI ensures that the right patient receives the right treatment by assigning a unique identifier to the collected biosample.
• Generate Customized Work Order Steps or Therapy Tasks for Users
  The Generate Work Order Steps for Patient Intake flow and the Generate Work Order Steps for Apheresis flow create runtime records of care program enrollee work order steps. Care program enrollee work order steps are then assigned to different stakeholders as tasks in a therapy. For example, Biosample Collection is a care program enrollee work order step or a task assigned to a lab technician. You can clone the flows to create work order steps for other therapy stages like Manufacturing and Infusion. Also, you can customize the default flows to add, remove, or modify work order steps for apheresis and patient intake, and delegate tasks to various stakeholders in your org.