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Compare the Salesforce Scheduler Flow with Intelligent Appointment Management
If you use only Salesforce Scheduler to book healthcare appointments, learn how Intelligent Appointment Management enhances the scheduling experience with more precise provider searches, flexible scheduling options, automated appointment guidance, and predictive analysis.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
- Powerful Provider Search
- The provider data model helps schedulers connect patients with the most suitable providers more efficiently. Provider search includes criteria such as specialty, provider type, languages spoken, and whether the provider accepts new patients. If you already use provider search, you can use your existing provider data with Intelligent Appointment Management.
- Multi-Step Scheduling
- Book a series of related appointments at once. For example, use prebuilt workflows in Intelligent Appointment Management to book a series of pre-surgical procedures or vaccinations.
- Personalized Appointment Guidance
- A custom screen flow improves the efficiency of call center agents. The flow guides agents in selecting a work type, provider preferences, and an engagement channel. Further customize the scheduling workflow by using work type code set bundles that associate custom flows with specific work types.
- Side-by-Side Calendar View
- Book multiple providers and assets for an appointment by comparing resource availability in a calendar view.
- Integration with Multiple Scheduling Systems
- Get a comprehensive view of provider availability by connecting to both Salesforce Scheduler and an external electronic health record (EHR) system.
- Faster Transition to Self-Service Appointments
- If you already use Intelligent Appointment Management internally, you have a head start on setting up self-scheduling for patients. A guided setup leads you through each configuration step with clear, simple directions, and links to contextual Help pages.
- Predictive Analytics to Reduce No-Shows
- The CRM Analytics Prediction for Intelligent Appointment Management add-on highlights the days and times when a patient is most likely to show up.
Intelligent Appointment Management Scheduling Flows
| Scheduling Workflow | Appointment Details |
|---|---|
| One-on-one scheduling | One patient, one provider |
| Multi-step scheduling | A series of related appointments at predetermined intervals, such as a 3-step vaccination series |
| Recurring scheduling | A series of ongoing appointments at a specified frequency, such as physical therapy appointments that occur every Wednesday for 12 weeks |
| Asset scheduling | Rooms, equipment, and non-schedulable assets such as wheelchairs and canes |
| Multi-resource scheduling | Multiple providers, patients, rooms, equipment, and other assets, all booked at once |
Objects Used by Salesforce Scheduler and Intelligent Appointment Management
Certain objects are used to schedule appointments, and others are created by the scheduling process.
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