Partially reschedule an appointment series downstream with the work type you want to reschedule.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To access Multi-Step Scheduling features: | Manage Multi-Step Scheduling features |
| To include users in Salesforce Scheduler appointments: | Let a user be included in appointments in Salesforce Scheduler |
| To create, edit and delete Health Cloud data: | Manage Health Cloud |
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From the App Launcher, find and select Care Program Enrollees.
Alternatively, from the patient’s record page, go to the Related tab and navigate to the Care Program Enrollee list.
Note Make sure you add the Related List lightning component to the patient’s record page. - Select the enrollee record associated with the appointment slot that needs rescheduling.
- Select Reschedule Slots.
- Select the work type to reschedule. For Partial Reschedule, select any work type except the first one.
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Click Done.
In Appointment History on the Reschedule Appointments tab, you can view the previous appointment slots for the work types to reschedule.
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Run a basic search or an advanced search.
Note You must select new slots for all subsequent work types in the series. For example, if you reschedule the Manufacturing work type, also select slots for the Infusion work type that follows the Manufacturing work type.
- Click Reschedule Slots.
- Review the patient details and the slot details.
- Click Submit.