---
schema_version: "1"
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title: Quick Guide to a Successful Therapy Orchestration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_advanced_therapy_management_orchestration_implementation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_implementation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9a151915252e4571118fd17a42ba0dd085baf87b338c6f36fb7a27cdd8950d84
description: Find the list of Therapy Orchestration tasks you perform in a particular order to configure the right data, and run the default flows and your own customized flows in one place.
products:
  - Life Sciences
release: "264"
---
# Quick Guide to a Successful Therapy Orchestration

Find the list of Therapy Orchestration tasks you perform in a particular order to configure the right data, and run the default flows and your own customized flows in one place.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
              or Life Sciences Cloud</p>
          </td>

        </tr>
      </tbody>
    </table>

- Make sure you set up data in your org to represent the therapy.
    - [Create a care program](https://help.salesforce.com/s/articleView?id=ind.admin_programs_create_program.htm&release=264.0.0&type=5 "To create a care program, define the program and the relationships and activities within it. Also create a care program product and care program provider and other records as needed.") and set the [category as Advanced Therapy](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_set_care_program_type.htm&release=264.0.0&type=5 "Therapy Orchestration only works for specialized care programs like advanced therapies. To ensure users can implement orchestration workflows for an advanced therapy care program,configure the Category field in the care program record.").
    - [Create a work procedure record and associate it with the care program](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_set_up_a_work_procedure.htm&release=264.0.0&type=5 "A work procedure stores information about an overall process, and can include several tasks, whose details are stored in work procedure steps. In Advanced Therapy Management, a work procedure can represent a particular kind of treatment or therapy, involving steps or tasks such as apheresis or infusion."). Add the orchestration flow’s API name in the Associated Flow Orchestrator Name field.
    - [Create work types](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_set_up_a_work_type.htm&release=264.0.0&type=5 "A work type represents a template for a pending task and collects information about operating hours, estimated duration, and unit of duration. In Advanced Therapy Management, a work type represents treatment steps such as apheresis or infusion. Relate a work type to a work procedure by creating a work procedure step record.") for each therapy stage, such as apheresis or patient intake.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
        
        Note For work types that don’t require scheduling and have no associated service appointments, add an enrollment location (service territory) in the Care Program Enrollee record. Also, make sure that the related Service Territory Work Type record has a team associated with it, and that the team has a role and user assigned.
    - [Create work procedure steps](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_set_up_a_work_procedure_step.htm&release=264.0.0&type=5 "A work procedure step brings together information about a work type and a work procedure. A work procedure step is similar to a work type, but stores information about a step or task only in the context of a work procedure. Work procedure steps also store information about the sequence of steps in a work procedure and the time required before the work procedure step can begin.") that correspond with the work types created.
    - [Create a participant role](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_set_up_participant_roles.htm&release=264.0.0&type=5 "Configure participant roles before you assign tasks or care program enrollee work order steps to users in your org. When you create teams dedicated to performing a work type in your org, assign roles to the team members so that they can perform the therapy tasks.") to represent the user who is assigned a therapy task. [Set Up User Groups for Care Teams](https://help.salesforce.com/s/articleView?id=ind.hc_admin_advanced_therapy_management_orchestration_user_group.htm&release=264.0.0&type=5 "Help your care team perform therapy tasks faster by assigning assessment or digital verification tasks to a user group rather than a single user. With user groups you can configure more than one user in a role, such as a doctor or clinician, who can perform the same task. For example, you can select user groups as designated verifiers in electronic signature trails. Any user in the user group can sign the digital verification record.") to enable multiple users with the same role to perform a therapy task.
    - [Create a team. Add team members and associate a participant role with the team member](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_create_teams.htm&release=264.0.0&type=5 "Help enhance the quality of care offered to advanced therapy patients by setting up teams per service territory, per work type (stage), and per user. Configure team members, assign a participant role, and associate the team member records with users in your org who perform the tasks."). The team member is associated with a user.
    - [Create an action plan template](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_create_action_plan_templates.htm&release=264.0.0&type=5 "Action plan templates are a reusable set of action items or activities used in therapy orchestration to create therapy tasks.") to create tasks for each step in a therapy stage.
    - [Create a task flow](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_create_a_flow_task.htm&release=264.0.0&type=5 "Help stakeholders in a therapy step perform actions by adding flows to action plan templates and assigning the flows to participant roles.") or [component task](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_create_a_component_task_for_action_plan_templates.htm&release=264.0.0&type=5 "Create component tasks using Lightning Web components that help users navigate to different screens to complete tasks assigned to them."). Task flows launch a flow, while component tasks take you to a screen or tab of your choice.
    - [Publish the template](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_publish_the_action_plan_template.htm&release=264.0.0&type=5 "You must publish an action plan template before you can associate it with a work type step record. You can’t edit published action plan templates, so make sure you create task flows and component tasks before you publish a template.") and copy the template ID.
    - [Create a work type step and associate it with the action plan template.](https://help.salesforce.com/s/articleView?id=ind.hc_admin_advanced_therapy_management_set_up_work_type_steps.htm&release=264.0.0&type=5 "A work type step, also called a milestone, refers to a step within a therapy stage. A stage is represented by a work type or work procedure step record. You can break a stage into work type steps with their own lead time. Create a work type step and assign a default lead time for the record, or override the default lead time settings based on your requirements. Also, associate a work type step with an action plan template to create the therapy tasks that are part of the work type step.")
    - As a prerequisite for the first time you run the orchestration flow, [override the original evaluation flow](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_activate_the_therapy_orchestration_evaluation_flow.htm&release=264.0.0&type=5 "The evaluation flow checks whether all the tasks in a step are complete. Based on the result of the evaluation flow, the orchestration flow determines whether to move on to the next step in the orchestration. But the evaluation flow only checks for tasks owned by the current user. To run the evaluation flow in the context of the system rather than in the context of a user, you must clone and override the original evaluation flow."). Even if you use a customized orchestration flow with the original evaluation flow, override it.
- Advanced Therapy Orchestration offers both linear flows and non-linear flows that help you repeat stages. You can customize the flows any way you want, for example, to create conditional branching. To set up customized workflows, follow these steps:
    - [Clone and customize the orchestration flow, and add your own evaluation flow](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_clone_orchestration_flow.htm&release=264.0.0&type=5 "To modify the default configurations and modify the orchestration according to your requirements, clone the Process Advanced Therapy Work Orders orchestration flow. If you want to add your own evaluation flow, you can add it here."). Make sure you add the API name of your customized orchestration flow to the work procedure record.
    - [Create component tasks to navigate to different screens](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_create_a_component_task_for_action_plan_templates.htm&release=264.0.0&type=5 "Create component tasks using Lightning Web components that help users navigate to different screens to complete tasks assigned to them.").
    - [Update task status using a Lightning Message Channel](https://help.salesforce.com/s/articleView?id=ind.admin_advanced_therapy_management_orchestration_update_component_task_status.htm&release=264.0.0&type=5 "To change the status of a component task, publish a message through a Lightning message channel and create a Lightning aura component.").