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Schedule Visits on the Go
Schedule a surgical case visit while you’re on the road from the My Visits page of the mobile app.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To create visits | “Create” on Visits “Create” on Visitors “Create” on Visited Parties “Create” on Action Plans “Create” on Assessment Tasks “Read” on Accounts “Read” on Locations “Read” on Contacts “Read” on Products “Read” on Work Types “Read” and "View All Records" on Action Plan Templates "View All Records" on Product Fulfilment Locations Run Flows Manage Users |
| To edit visits | “Edit” on Visits “Edit” on Visitors “Edit” on Visited Parties “Edit” on Action Plans “Edit” on Assessment Tasks “Read” on Accounts “Read” on Contacts “Read” on Products “Read” on Work Types “Read” on Action Plan Templates Manage Users |
| To add users as visitors | Manage Users |
- On the mobile app, tap + on the My Visits page.
- Select a visit location from Locations.
- Select a start time and an end time.
- For Visit Type, select the work type that your admin set up for surgical case visits.
- Select a priority for the visit and click Next.
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Select a primary visitor from User.
To add a secondary visitor, click Add Visitor and select the right person.
- Select an account.
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Select the primary visited party and click Next.
To add more visited parties, click Add Person to Visit.
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Select a product, enter the quantity you need, and click Next.
To add more products, click Add Product. Or if you don’t want any products, click the Delete icon.
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Select an action plan template and save your visit.
An action plan template determines what tasks are required for the visit.
