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            Set Up Service Territory Prioritization Rules

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            Set Up Service Territory Prioritization Rules

            Help users search for available slots in their preferred work procedure step locations with service territory prioritization rules. For every parent service territory where a therapy is held, configure a set of child service territories where work procedure steps are held, with a priority number assigned to each set.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To access the Advanced Therapy Management app: Health Cloud Advanced Therapy Orchestration permission set
            To set up service territory prioritization rules: Multi-Step Scheduling permission set

            Service territory prioritization rules use ascending order of priority, that is, the combination of conditions with priority number 1 is picked first.

            For example, Cell and Gene Therapy is a work procedure held at Goodly Healthification Cell and Gene Therapy Center (parent service territory). There are two sets of preferred locations for work procedure steps.

            • Set A: Apheresis, manufacturing, and infusion are all performed in New York (Priority 1)
            • Set B: Apheresis, manufacturing, and infusion are all performed in Chicago (Priority 2)

            When the treatment center coordinator searches for slots, the slot formation logic first checks for available slots in Set A (Priority 1). If no slots are found, the slot formation logic checks for the next preference (Set B, Priority 2).

            Note
            Note Make sure that you enable Advanced Scheduling in your org. When Advanced Scheduling is enabled, Advanced Therapy Management ignores service territory relationships while building slot chains.
            1. From App Launcher, find and select Work Type Service Territory Scheduling Priorities, and click New.
            2. Select the parent service territory.
            3. Select the work procedure.
            4. Select a work type that’s part of the selected work procedure.
            5. Select the service territory where the selected work type is performed.
              The service territory where the related work type is performed must be associated with a parent service territory record, such as a treatment center.
            6. The Usage Type field is autopopulated. Keep it as is.
            7. Assign a priority number to the combination of conditions.
              • Set a priority number for all steps in a work procedure for the prioritization rule to be valid.
              • Priorities are configured per work procedure. Different work procedures in the same location can have different priorities.
              • The priority number must be unique for each combination of work procedure, work type, parent service territory, and child service territory where the work type is performed.
              • If the same work procedure exists in multiple locations, adjust the priority numbers to reflect the preferred location order.
              • Enable Advanced Scheduling for these rules to take effect.

              Work type service territory scheduling priorities page.

            8. Save your changes.
             
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