Advanced Therapy Management helps users book appointments for a series of procedures across multiple service territories all at once. Multi-Step Scheduling eliminates the need for setting up and trying to coordinate individual appointments at multiple locations.
Admins can set up service territory relationships that determine the designated service territories for each step in a slot chain and can configure resource availability and assignment details. Collating this information about available slots for all work types on a single screen makes it easier for users to book slots.
Users can sign electronic records to verify key record updates or record workflow steps such as Chain of Custody events for Advanced Therapies. The Pending Signatures section of a page such as the Home page or the Care Program Enrollee detail page lists electronic signature records that are ready for you to sign. To learn more, see Electronic Signatures.
- Schedule, Cancel and Reschedule Appointment Slots
Use Multi-Step Scheduling to schedule appointment chains, and reschedule or cancel appointments all at one time. - Confirm Slot Booking Request
When you book slots, the booking requests are initially submitted for confirmation. Advanced Therapy Mangement offers a customizable Salesforce Flow to enable internal users, like gene therapy coordinators, to seamlessly confirm appointment booking requests. - Configure an Enrollee Record to Create Tasks and Custody Records
Therapy Orchestration executes auto-launched and record-triggered flows to generate therapy tasks and custody records. Create a care program enrollee record for an advanced therapy to automatically create tasks, custody items, custody chain entries, and electronic signature records. - View and Perform the Therapy Tasks Assigned to You
Complete the tasks allocated to you as part of an advanced therapy orchestration step. To keep track of the therapy progression, go to the care program enrollee record page, and view the completed and upcoming tasks in the My Tasks section. - Create Ad Hoc Tasks
New patient requirements and emergency situations emerge as the therapy enters a new stage. These requirements or situations aren’t part of the initial therapy plan. To address such unplanned requirements and situations, add ad hoc tasks in the relevant steps of the therapy stage. To create the task, use the predefined action plan template or build it from scratch by using the available options. Assign the task to the relevant user or group and define mandatory tasks. - Get a Complete View of an Enrollee's Advanced Therapy
Use the Advanced Therapy Management app to access all the information related to an advanced therapy in one place, including the progress of work procedure steps (therapy stages), work order steps (therapy substages), and therapy tasks. Also, track the execution of the orchestration flows from the Orchestration Run record page. - Repeat a Stage in a Therapy Orchestration
Therapy Orchestration not only helps you perform smooth orchestration runs, but also helps mitigate unexpected errors where a therapy stage has to be repeated.