Salesforce provides two pre-built flows with Intelligent sales to make surgical visits
easier. The Patient Registration and Order Authorization flows are both compatible with
Intelligent Sales, and helps perform two assessment tasks that are common in surgical visits.
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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Patient Registration
This flow helps your reps assign products to the patients they’re used for in a visit. During
visit execution, this flow creates an account record for the patient and records information
about the products used, such as the serial number. If Person Accounts are enabled for your
Salesforce org and the sales rep has access to person accounts, the record created is always a
person account record. And if not, it’s a business account record.
Order Authorization
This flow helps your reps generate an order record when a product is consumed during a visit.
It also helps capture the visited party’s signature and consent to be billed for the order. This
order record also has additional information such as the product consumed, its quantity, serial
number, order amount, shipping address, and billing address. It also has a built-in barcode
scanner that helps reps enter serial numbers faster.
