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            Set Up an Experience Site for Self-Service Video Visits

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            Set Up an Experience Site for Self-Service Video Visits

            Create an Experience Cloud site with self-service appointment and video visit capabilities so that your customers can self-schedule their video appointments.

            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 access Health Cloud objects on an Experience Cloud site: Health Cloud for Experience Cloud Sites permission set license
            To administer a Health Cloud site: HealthCloud For Community permission set license
            To administer Video Calls: Health Cloud Video Calls permission set

            Digital Experiences must be enabled to complete these steps.

            1. From Setup, under Digital Experiences, click All Sites.
            2. Click Builder next to an existing site or click New to create a site.
              1. Select a template and click Get Started.
              2. Enter the Name.
              3. Enter the URL.
              4. Click Create.
              5. Click Builder.
            3. In the Builder navigation bar, click the dropdown next to the page name.
            4. Click New Page.
              Use a Standard page with Flexible Layout and create four pages with these attributes.
              Page Name URL API Name Page Access
              Schedule Appointment /schedule-appointment Schedule_Appointment Public
              My Appointments /my-appointments My_Appointments Site Default Setting:Requires Login
              My Benefits /my-benefits My_Benefits Public
              Video Visits /videoCall VideoCall Public
              Note
              Note The Builder appends the API name you enter with __c so that your API names use the appropriate format. For example, if you enter Schedule_Appointment, the API name for the page is Schedule_Appointment__c.
            5. Add the OmniScript component to the Schedule Appointment, My Appointments, and My Benefits pages and configure as shown in the tables.
              Schedule Appointment OmniScript Value
              Type healthCloudIAM
              SubType selfService
              Theme lightning
              Display Display OmniScript on page
              Button Variant brand
              My Appointment OmniScript Value
              Type healthCloudIAM
              SubType myAppointments
              Theme lightning
              Display Display OmniScript on page
              Button Variant brand
              My Benefits OmniScript Value
              Type healthCloudIAM
              SubType viewBenefits
              Theme lightning
              Display Display OmniScript on page
              Button Variant brand
            6. On the Video Visit page, add the Video Call component.
            7. Publish the Experience site.
            8. Navigate to the Administration Workspace and add profiles and permission sets.
              1. In Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
              2. Select Workspaces next to the patient’s Experience site.
              3. Click the Administration tile.
              4. Click Members.
              5. Add the System Administrator profiles to the Selected Profiles.
              6. Add the Health Cloud Admin, Health Cloud Permission Set License, and Health Cloud Standard permission sets to the Selected Permission Sets.
              7. Save your work.
            9. On the Administration panel, click Settings and Activate the Experience site.

            See Also

             
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