Users with different roles work on different aspects of Advanced Therapy Management. The
user who searches for slots with the help of Multi-Step Scheduling creates the booking request. An
internal user then reviews and confirms the booking. Based on your organization’s roles and
personas, set up profiles for users who book slots and users who confirm the requests.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
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| User Permissions Needed |
| To create profiles: |
Manage Profiles and Permission Sets |
In bio pharmaceutical companies that conduct advanced therapies, qualified treatment center
(QTC) coordinators manage slot bookings and submit requests for scheduling appointments for care
program enrollees. The gene therapy coordinators (GTC) then review and confirm the booking
requests so that appointments are booked for the various work procedure steps.
Determine who can see only appointments relevant to their role by updating the visibility of
work procedure steps based on user profile. For example, while gene therapy coordinators see all
appointments in an appointment chain, qualified treatment center coordinators don’t see the
manufacturing appointments.
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From Setup, in the Quick Find box, enter Profiles, and select
Profiles.
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Click New Profile.
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For Existing Profile, select Standard User.
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Add a profile name for the user who creates the booking request. For example,
QTC Coordinator.
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Save your changes.
Repeat the steps to create a second profile. For example, if you have gene therapy
coordinators who confirm requests, create a second profile named GTC Coordinator.
