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            Use Advanced Scheduling and Decision Tables

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            Use Advanced Scheduling and Decision Tables

            Provide flexibility for users to find appropriate appointment slots with Advanced Scheduling settings. Accommodate operational and regulatory variances in lead time based on country or service territory. Help users select their preferred locations for performing therapy processes based on priority-based override rules. Customize field lists that store therapy task data according to the country of enrollment.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

            Find out the requirements for using advanced scheduling and creating override rules.

            Functionality Requirement
            To override default lead time of work types Enable Advanced Scheduling and generate decision table
            To set up service territory prioritization rules Enable Advanced Scheduling and generate decision table
            To customize field lists and make mandatory fields optional Generate decision table
            To create custody records by overriding the custody verification type Generate decision table
            • Enable Advanced Scheduling Settings
              To set up location-based prioritization rules and overrule the default lead time of therapy processes, activate advanced scheduling for therapies.
            • Configure Decision Tables to Override Default Settings
              Override default lead times, field optionality, and custody verification type for a specific set of conditions by first creating decision tables.
            • 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.
            • Override Default Lead Time Based on Hierarchy
              The time required to complete a therapy can differ based on geographical region, service territory, or the therapy stage or step. Accommodate these differences in lead time by overriding the default lead time of a work type step.
            • Override Optionality of Mandatory Fields Based on Hierarchy
              Help users capture therapy data according to the requirements of the country or service territory where the therapy is performed. Display a customized list of fields and make optional fields mandatory for a combination of conditions, based on the priority number assigned to each combination.
             
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