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.

Required Editions

Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To customize therapy orchestration flows:	Health Cloud Advanced Therapy Orchestration permission set

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.

1. From Setup, enter Flows, and then select Flows.
2. Select the Generate Work Order Steps for Patient Intake flow or the Generate Work Order Steps for Apheresis flow.
3. Click Save As.
4. Enter a name for your new flow. The API name is auto-populated.
   

   Tip Make a note of the API name as you must add it to the work procedure step record.
5. Make the following customizations.
   1. To add a care program enrollee work order step, click the between action elements.
   2. Select Action.
   3. In the New Action, for Action, select Create Care Program Enrollee Work Order Step.
   4. Enter a label. For example, Check Medication History. The API name is auto-populated.
   5. In Action Plan Template ID, add the ID of the published action plan template you created for a task specific to the new work order step.
      The Action Plan Template ID is in the URL of the browser on the Action Plan Template’s record.
   6. For Care Program Enrollee ID, select recordId.
   7. Select the label you created for the work order step.
   8. Add a sequence number.
   9. Save your changes.
   10. From the App Launcher, find and select Work Procedure Steps.
   11. Select the work procedure step where you want to add the new care program enrollee work order step.
   12. Click next to Associated Flow Name.
   13. Add the API name of the flow you created.
   14. Save your changes.

See Also

• Salesforce Help: Add and Edit Elements