Give patients the ability to manage their appointments on your Experience Cloud site. Add pages for the pre-built Self-scheduling, Cancel Appointment, and View Benefits workflows.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To customize an Experience Cloud site: |
Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND View Setup and Configuration AND be an experience admin, publisher, or builder in that site |
| To publish an Experience Cloud site: |
Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND an experience admin or publisher in that site |
| To use self-service appointment scheduling: |
OmniStudio in Lightning Experience Patient AND Appointment Scheduling on Health Cloud |
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From the All Sites page, click Builder next to your
site, and then create a separate standard page for each patient workflow.
The View Benefits workflow requires you to configure benefit verification. See Benefits Verification.Use these URL names:
Workflow URL Self-Scheduling /schedule-appointment View and Cancel Appointment /my-appointments View Benefits /my-benefits -
On the Self-Scheduling and View Benefits pages, add Omniscripts.
- Drag the Omniscript component from the Components panel onto the page.
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On each page, in the Omniscript properties, enter details that apply to each
workflow.
Workflow Type SubType Language Self-Scheduling healthCloudIAM selfService English View Benefits healthCloudIAM viewBenefits English The Self-Scheduling Omniscript shows users a list of up to 25 providers. The order of the providers in the list is random.
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On the View and Cancel Appointments page, add either the My Appointment component or
the myAppointments Omniscript.
We recommend the My Appointment component. This component supports scheduling appointments for assets such as clinics and labs, as well as providers. It also includes a refresh button and a Start Call button for virtual care.
To use the My Appointment component, drag it from the Components panel onto the page. Then, in the Self-Scheduling workflow that you configured in the previous step, update the View Appointment button so that it opens the My Appointment component instead of the myAppointments Omniscript.
To use the myAppointments Omniscript instead, drag the Omniscript component from the Components panel onto the page. Then enter details that apply to the workflow.
Workflow Type SubType Language View and Cancel Appointment healthCloudIAM myAppointments English -
In the Page Settings for each page, for the Page Access property, select
Requires Login.
If you decide later to give guest users access to the page, see Give Guest Users Access to Self-Scheduling.
- Click Publish.