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Create Engagement Channel Types for Intelligent Appointment Management

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Create Engagement Channel Types for Intelligent Appointment Management

Engagement channels are mediums, such as Phone, Video, and In Person that practitioners use to conduct appointments with patients. To define engagement channels for service appointments and to add the channels to shifts, create engagement channel types. If you already set up engagement channel types when you configured shifts for Salesforce Scheduler, you can skip this task.

Required Editions

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To configure appointment management Health Cloud Appointment Management
  1. From the App Launcher, click Engagement Channel Types
  2. Click New.
  3. Enter a name for the engagement channel.
  4. Select a contact point type from the dropdown list.
    Note
    Note The values Phone, Video, In Person, and None are supported.
  5. Select Active.
  6. In the Usage Type list, move the Salesforce Scheduler value to the chosen list.
  7. Save your work.
 
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