Reschedule a Series of Appointments for an Advanced Therapy

In case of sudden unavailability of enrollees, you can easily reschedule the booked slots. But rescheduling occurs for the entire slot chain, meaning all the appointments that are part of the work procedure are rescheduled.

Required Editions

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

In Advanced Therapy Management, if a patient has a change in plans and is unavailable for the apheresis appointment, the QTC coordinator can reschedule the appointment to a later date. The appointments for the consequent work types of manufacturing and infusion are also rescheduled accordingly.

  1. 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
    Note Make sure you add the Related List lightning component to the patient’s record page.
  2. Select the enrollee record associated with the appointment slot that needs rescheduling.
  3. Select Reschedule Slots.
    The Reschedule Appointments tab is now visible.
  4. Run a basic search or an advanced search.
  5. Click Reschedule Slots.
  6. Review the patient details and the slot details.
  7. Click Submit.