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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.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
- Make sure you set up data in your org to represent the therapy.
- Create a care program and set the category as Advanced Therapy.
- Create a work procedure record and associate it with the care program. Add the orchestration flow’s API name in the Associated Flow Orchestrator Name field.
- Create work types for each therapy stage, such as apheresis or patient intake.
Note For work types that don’t require scheduling and have no associated service appointments, add an enrollment location (service territory) in the Care Program Enrollee record. Also, make sure that the related Service Territory Work Type record has a team associated with it, and that the team has a role and user assigned. - Create work procedure steps that correspond with the work types created.
- Create a participant role to represent the user who is assigned a therapy task. Set Up User Groups for Care Teams to enable multiple users with the same role to perform a therapy task.
- Create a team. Add team members and associate a participant role with the team member. The team member is associated with a user.
- Create an action plan template to create tasks for each step in a therapy stage.
- Create a task flow or component task. Task flows launch a flow, while component tasks take you to a screen or tab of your choice.
- Publish the template and copy the template ID.
- Create a work type step and associate it with the action plan template.
- As a prerequisite for the first time you run the orchestration flow, override the original evaluation flow. Even if you use a customized orchestration flow with the original evaluation flow, override it.
- Advanced Therapy Orchestration offers both linear flows and non-linear flows that help you
repeat stages. You can customize the flows any way you want, for example, to create
conditional branching. To set up customized workflows, follow these steps:
- Clone and customize the orchestration flow, and add your own evaluation flow. Make sure you add the API name of your customized orchestration flow to the work procedure record.
- Create component tasks to navigate to different screens.
- Update task status using a Lightning Message Channel.
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