Many patients and plan members prefer the control and convenience of booking their appointments online rather than working through a call center. Set up an Experience Cloud site to enable patients or their caregivers to find time slots and book appointments with providers on their own, using a configurable Omnistudio flow.
Self-service appointments require Omnistudio. Omnistudio provides interface components you can customize to enable users to book their own appointments through your Experience Cloud site.
- Give Authenticated Users Access to Self-Scheduling
Create a profile with the required permissions. Set up sharing settings, sharing rules, and sharing sets. Enable self-scheduling workflows for external use. - Create Appointment Reasons and Engagement Channel Types
Create appointment reasons to give patients easy-to-understand options when they book appointments through an Experience Cloud site. When a patient selects an appointment reason, it connects to the underlying work type to fetch available time slots. Use engagement channels to designate the channel for the appointment; such as in-person, video, and phone. The final step is to connect the appointment reason with the engagement channel type so that the scheduler is shown appointment slots that meet both criteria. - Set Up an Experience Cloud Site for Self-Scheduling
Build an online space for patients and caregivers to schedule their own appointments. - Give Guest Users Access to Self-Scheduling
Give guest users who schedule their own appointments access to required objects and the self-scheduling Experience Cloud site. - Configure Optional Self-Scheduling Features
Customize self-service appointment flows and manage cases related to self-service appointments. Add support for Google maps data and add provider portal scheduling. - Test Self-Scheduling
Create a community user and then log in to your Experience Cloud site and test self-scheduling flows. If you customized flows in a sandbox environment, move components to a production environment.