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            Set Up a Work Type Step in Advanced Therapy Management

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            Set Up a Work Type Step in Advanced Therapy Management

            A work type step, also called a milestone, refers to a step within a therapy stage. A stage is represented by a work type or work procedure step record. You can break a stage into work type steps with their own lead time. Create a work type step and assign a default lead time for the record, or override the default lead time settings based on your requirements. Also, associate a work type step with an action plan template to create the therapy tasks that are part of the work type step.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To access Multi-Step Scheduling features:

            Multi-Step Scheduling permission set

            OR

            Manage Multi-Step Scheduling features
            1. From App Launcher, find and select Work Type Steps.
            2. Click New.
            3. Enter a name for the work type step.
            4. Select the parent work type. For example, select Apheresis.
            5. In lead time, add the number of days or hours required to complete the work type step.
              Note
              Note The sum of lead time of Work Type Steps mustn't exceed the lead time defined for a Work Procedure Step. The default lead time is in days. You can update the lead time unit in the work procedure record.
            6. To indicate the order of the work type step, add a sequence number.
            7. To indicate the therapy task that’s performed as part of the work type step, select the action plan template associated with the task.
              A new work type step record called Identity Verification, under the parent work type Apheresis.
            8. Save your changes.
             
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