Enable Salesforce Scheduler and Omni-Channel for Utilization Management

Let your users schedule peer-to-peer review meetings with their healthcare providers by enabling Salesforce Scheduler and Omni-Channel.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud and the Lightning Scheduler Add-On license

User Permissions Needed
To enable Salesforce Scheduler Customize Application
  1. From Setup, enter Scheduler in the Quick Find box, then select Salesforce Scheduler Settings.
  2. Enable Event Management.
  3. Next, from Setup, enter Omni-Channel in the Quick Find box, then select Omni-Channel Settings.
  4. Enable Omni-Channel.