---
schema_version: "1"
id: 0ed9b9f7939a8a8f10011f8c30868e6cd248727af2c5c637923dc1073dc6b4c6
title: Configure Intelligent Appointment Management Settings for an External Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/configure_the_appointment_management_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.configure_the_appointment_management_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c57ecb5606b1b2c603d760f860a3ee4bb4f450f5490fec2231c57887443f1c5e
description: Intelligent Appointment Management requires that you specify a named credential in your settings. You can specify other settings based on which features you use and how you configure your external scheduling system.
products:
  - Health
release: "264"
---
# Configure Intelligent Appointment Management Settings for an External Scheduler

Intelligent Appointment Management requires that you specify a named credential in your settings. You can specify other settings based on which features you use and how you configure your external scheduling system.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d62103e66">User
              Permissions Needed</th>
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        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d62103e66 ">To use Health Cloud</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d62103e66 ">Health Cloud Foundation permission set</td>

          </tr>
        </tbody>
      </table>

1. In Setup, in the Quick Find box, enter Intelligent Appointment Management Configuration, and then select **Intelligent Appointment Management Configuration**.
2. Click **New Intelligent Appointment Management Configuration**.
3. Enter a label and a name for the configuration.
4. Enter the **Named Credential** that you created for this configuration. Intelligent Appointment Management uses the named credential, an Apex class, and URI paths to manage appointments.
5. Enter optional configuration settings.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <thead class="slds-text-title_caps ">
              <tr><th class="slds-cell-wrap" scope="col" id="d62103e135">Field</th>
              <th class="slds-cell-wrap" scope="col" id="d62103e138">Description</th>
            </tr></thead>
            <tbody><tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Apex Class</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">
                <p>The name of a custom Apex class that’s used to connect with an
                  external scheduling system. If you override default URI paths by
                  configuring an Intelligent Appointment Management URL
                  Configuration in Setup, you must also use a custom Apex class.
                  Consistency between custom URI paths and custom Apex ensures
                  that data from each endpoint is parsed as expected.</p>
                <p>To use the default Apex class included with Health Cloud, leave
                  <strong class="uicontrol">Apex Class</strong> blank.
                </p>
              </td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Base Time Slots Definition</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">For CRM Analytics, the prediction ID that’s used in configuring
                Intelligent Appointment Management.</td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Assigned Provider Role</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">
                <p>The role of the Assigned Provider, for example Primary Care
                  Physician or PCP. The Assigned Provider Role value maps to the
                  assigned providers’ relationship with their patients defined in
                  the Reciprocal Role record.</p>
                <p>This field doesn’t apply in Summer ‘24 or later. </p>
              </td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Service Appointment Record Type Name</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">The record type to use for Service Appointment records.
              </td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Attendance Threshold Percent</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">For CRM Analytics, the optimum percentage of completed
                appointments. This percentage is used to highlight preferred time
                slots based on attendance prediction from Einstein Discovery.
              </td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Use Single Source System</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">We recommend selecting <strong class="uicontrol">Use Single Source
                  System</strong> if you connect directly with your electronic
                health record (EHR) system without the use of middleware.</td>
            </tr>
            <tr class="">
              <td class="slds-cell-wrap" data-label="Field" headers="d62103e135">Create Duplicate Patient Record</td>
              <td class="slds-cell-wrap" data-label="Description" headers="d62103e138">For self-scheduling, keep <strong class="uicontrol">Create Duplicate Patient
                  Record</strong> selected to create a patient record even if
                an existing patient record has identical data. Deselect this
                checkbox to prevent the creation of a patient record and to create a
                case for your review instead.</td>
            </tr>
          </tbody></table>
6. To use this configuration record, select **Is Active**.
    
    You can have multiple appointment configurations, but only one can be active at a time.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)
    
    Important A configuration record isn’t active by default. You must manually activate it and deactivate any other configuration records. At least one configuration record must be active for Intelligent Appointment Management to work.
7. Save the configuration.