Set Up an External Scheduling System

You can book and manage appointments by connecting to an external electronic health record (EHR) system that aligns with Fast Healthcare Interoperability Resources (FHIR). Set up the data required to track open appointment time slots in Salesforce, but don’t duplicate data such as territories and shifts from your external system. Then configure settings for linking Health Cloud to the external scheduling system.

1. Add National Provider Identifiers
   Intelligent Appointment Management uses a numeric ID to specify a practitioner or facility. In the US, this ID is the National Provider Identifier (NPI), but you can substitute the ID used in your country or region. To record a provider’s ID, create a Healthcare Provider NPI record.
2. Configure Identifier Records for External Scheduling
   Identifier records map provider, patient, facility, and asset records in Health Cloud to corresponding records in an external scheduling system, such as an electronic health record (EHR) system.
3. Learn About Custom Apex Classes for External Scheduling Systems
   Health Cloud provides a default Apex class for connecting with middleware. If your EHR system is a single source system or uses middleware that requires extra configuration to integrate with Salesforce, create a custom Apex class.
4. Configure Intelligent Appointment Management Settings for an External Scheduler
   Intelligent Appointment Management requires that you specify a named credential in your settings. You can specify other settings based on which features you use and how you configure your external scheduling system.
5. Connect to the External Scheduling System
   Specify the REST endpoints that connect Health Cloud to the external scheduling system.