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Set Up Advanced Therapy Management
Advanced Therapy Management’s Multi-Step Scheduling feature supports slot management and scheduling across multiple territories in a single place, to help users easily search for and book appointments across multiple sites. Advanced Therapy Orchestration provides flexible workflows that automatically execute all the components of an advanced therapy, from therapy stages and substages to individual tasks.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
In the healthcare industry, advanced therapy refers to an innovative medical practice that uses genetics and biomarker information to manufacture personalized medication for patients with rare illnesses. The therapy involves multiple steps that are typically performed in different locations.
For example, in cell and gene therapy, the procedure involves:
- Apheresis—A biosample is collected from a patient.
- Manufacturing—The biosample is treated in a cell lab, where cells are isolated, genetically engineered, and grown.
- Infusion—The genetically treated biosample is introduced back into the patient's body to help eliminate abnormal and mutated genes that cause illness.
Personalized medicine requires smooth workflows and process integration across provider and pharmaceutical industries.
Advanced Therapy Management offers slot management and capacity configuration capabilities, so that admins can configure availability of resources at their assigned territories, and create and publish slots accordingly. Advanced Therapy Management’s Multi-Step Scheduling brings together data about different sites, resources, and appointment slots in one place. Advanced Therapy Orchestration provides an orchestration flow that references subflows to execute therapy stages and substages. The therapy orchestration flows also generate runtime records, which capture the details of the flow execution, for care program enrollee work orders and work order steps and the related therapy tasks.
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 maintains a digital trail of the patient’s collected biosample as it passes through the various advanced therapy stages, steps, and tasks. CoI ensures that the right patient receives the right treatment by assigning a unique identifier to the collected biosample.
- Learn About the Advanced Therapy Management Licenses
Before you start with Advanced Therapy Management, make sure that your org has the appropriate add-on licenses. The Advanced Therapy Management permissions and licenses are included in Life Sciences Cloud and Health Cloud licenses. These licenses include 500 ATM patients and 1100 Orchestration Runs per org. - Create Profiles for Advanced Therapy Management Users
Users with different roles work on different aspects of Advanced Therapy Management. The user who searches for slots with the help of Multi-Step Scheduling creates the booking request. An internal user then reviews and confirms the booking. Based on your organization’s roles and personas, set up profiles for users who book slots and users who confirm the requests. - Create Internal and External Users for Advanced Therapy Management
Create users and assign them the Advanced Therapy Management profiles that you created. - Learn About Multi-Step Scheduling
Advanced Therapy Management’s Multi-Step Scheduling feature enables users to book appointment slots for all the steps of a procedure at one time. Service territory relationships streamline the search by providing information about affiliated territories where consecutive work types are performed. - Learn About Therapy Orchestration
Advanced Therapy Management’s Therapy Orchestration helps you implement complex workflows for therapies using Salesforce Flows. In Therapy Orchestration, a parent orchestration flow references a series of subflows that execute all the components of a therapy. Each flow is highly flexible and can be customized according to the specific needs of your Salesforce org. You can automatically assign tasks at every step of the therapy to the relevant stakeholders involved, and easily monitor therapy progress from patient intake to infusion. - Set Up Advanced Therapy Management for Experience Cloud
Make your treatment center experience easily accessible to users with Advanced Therapy Management in an Experience Cloud site. - Use Advanced Therapy Management
Advanced Therapy Management helps users book appointments for a series of procedures across multiple service territories all at once. Multi-Step Scheduling eliminates the need for setting up and trying to coordinate individual appointments at multiple locations.

