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            Connect Appointment Reasons to Engagement Channel Types

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            Connect Appointment Reasons to Engagement Channel Types

            Create engagement channels, such as in-person, video, and phone, that service resources can add to their shifts and work types. For self-service video appointment scheduling it’s necessary to create Engagement Channel Type records in addition to adding video to the Service Appointment default appointment.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Customer Community or Customer Community Plus user license
            User Permissions Needed
            To administer Video Calls: Health Cloud Video Calls permission set
            To schedule appointments: Health Cloud Appointment Management permission set
            1. Create a Video Engagement Channel Type
              1. From the App Launcher, click Engagement Channel Types
              2. Click New.
              3. Enter Video for Name.
              4. Choose Video for Contact Point Type.
              5. Select Is Active.
              6. Choose Video as Usage Type.
              7. Choose Video as Contact Point.
              8. Save your work.
            2. Create Appointment Reason Engagement Channel Type junction record.
              1. From the App Launcher, click Appointment Reason Engagement Channel Type
              2. Click New.
              3. Enter Video for Name.
              4. Select an Appointment Reason for which you would like to offer a Video Visit.
              5. Select Video as the Engagement Channel Type.
              6. Select the Default Work Type associated with this appointment.
              7. It’s optional, but you can select a Work Type to use for Established Patients.
              8. Save your work.

            See Also

             
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