---
schema_version: "1"
id: 5fa7362091d5022e347f1992481667cb31a23130f0d66721b52fae31859f7f62
title: Vaccine Appointment Scheduling Capabilities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/vaccine_appt_sched_cap.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.vaccine_appt_sched_cap.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0e9e6912d8b129c7f4f65c1498dc38109dafbc5997d817fc4ff1792d709d8fd2
description: Enable clinicians and the public to schedule vaccinations, determine eligibility, and perform health assessments.
products:
  - Salesforce Platform
release: "264"
---
# Vaccine Appointment Scheduling Capabilities

Enable clinicians and the public to schedule vaccinations, determine eligibility, and perform health assessments.

## VACCINE PROVIDER SEARCH

Ability to search for available COVID-19 vaccination or testing sites by geo-location, ZIP code, city, or state. Ideally, search functionality includes facilities vaccine doses, and stock availability.

Variations

Departments of public health may make this available on their websites. Commercial organizations like a Pharmacy or Clinical Administrator may make locations searchable across their organization or locations.

Technical Capability

Use Health Cloud Provider Data Model to enable identification of sites and capabilities.

You might require integration to source providers and facilities. Consider the need to integrate with third-party sources, such as national or state healthcare provider registration databases.

Consider Intelligent Sales to predict stock shortfall.

Product and Feature Options

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e83 ">
                  <ul>
                    <li>Health Cloud</li>

                    <li>MuleSoft</li>

                    <li>Experience Cloud</li>

                  </ul>
                </td>

                <td data-label="Features" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e86 ">
                  <ul>
                    <li>Provider Data Model</li>

                    <li>Intelligent Sales</li>

                  </ul>
                </td>

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

## VACCINE SCREENING INTAKE & PRIORITIZATION

Ability to accept individuals identified for vaccination, and automate prioritization and capture consent. Also, the ability to handle walk-ins not pre-identified or prioritized.

Variations

Similar to testing, departments of public health might offer a triage feature on their websites. Clinicians could use such a feature for individuals seeking vaccines or arriving for vaccination.

Technical Capability

Consider the Lead object for patient referral and initial triage.

Use flows or lead conversion to create person accounts to represent patients.

Consider the use of Clinical Assessment for triage assessment.

Consider Salesforce Knowledge for guidelines or inline flow.

Product and Feature Options

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              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e189 ">
                  <ul>
                    <li>Health Cloud</li>

                    <li>MuleSoft</li>

                    <li>Experience Cloud</li>

                  </ul>
                </td>

                <td data-label="Features" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e192 ">
                  <ul>
                    <li>Flows</li>

                    <li>Clinical Assessment</li>

                    <li>Knowledge</li>

                  </ul>
                </td>

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

## VACCINE CONSUMER SCHEDULING

Ability to verify that an individual is approved for scheduling. Also, the ability for individuals to choose time slots based on available slots and provide confirmation of appointments and send reminders.

Variations

Department of health, clinicians, pharmacists, and anyone administering vaccines might require this capability. The business process and automation needs vary across these organizations.

Technical Capability

If expected appointment volumes are <1 million, consider using Lightning Scheduler.

If high appointment volumes are expected, consider using alternative AppExchange products.

Ensure careful assessment of business requirements and review product limitations related to Lightning Scheduler for fit.

Individuals who sign up for an appointment should be able to do so using a variety of communications channels including web, app, email, text, or phone call. This is needed not just for appointment scheduling, but also for future notifications, such as vaccine recall, schedule reminders, and more.

Product and Feature Options

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            <tbody>
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                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e296 ">
                  <ul>
                    <li>Lightning Scheduler</li>

                    <li>Experience Cloud</li>

                    <li>SMS</li>

                  </ul>
                </td>

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

## PROVIDER SCHEDULE MANAGEMENT

Ability for providers to publish and manage their availability for appointments and to synchronize with their vaccine stock and ordering backlogs.

Variations

Providers and pharmacists who are primary users may need to manage schedules.

Technical Capability

Use the territory and resource management capabilities of Lightning Scheduler.

Product and Feature Options

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            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e376 ">
                  <ul>
                    <li>Lightning Scheduler </li>

                    <li>Experience Cloud</li>

                  </ul>
                </td>

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

## PRE-VISIT OR POST-VISIT ENGAGEMENT

Provide pre-visit instructions, electronic capture of medical histories, and electronic capture of COVID-19 questionnaires and waivers. Also, provide post-visit instructions and how to report any negative effects.

Technical Capability

Consider Experience Cloud for public-facing engagement. Record clinical data in appropriate electronic health record (EHR) objects via integration or flows. Consider EHR condition, EHR observation, EHR medication prescription, EHR vaccination protocol, and EHR immunization.

For document capture, consider automating document management for Health Cloud.

For post-visit engagement, consider surveys, Social Studio, and Marketing Cloud Engagement.

Product and Feature Options

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6266e452">Products</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6266e455">Features</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e452 ">
                  <ul>
                    <li>Health Cloud</li>

                    <li>MuleSoft</li>

                    <li>Experience Cloud</li>

                    <li>Marketing Cloud Engagement</li>

                    <li>Social Studio</li>

                  </ul>
                </td>

                <td data-label="Features" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e455 ">
                  <ul>
                    <li>EHR Data Model </li>

                    <li>Surveys</li>

                  </ul>
                </td>

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

## COVID-19 TESTING DETAILS

Ability to display any details related to COVID-19 testing for the patient, including upcoming appointments or past COVID-19 test results.

Variations

Departments of public health may need this data aggregated and patient specific for contact tracing. Clinicians may need this information to inform their decisions on vaccine administration.

Technical Capability

Use appropriate electronic health record (EHR) data model, for example, EHR observations and EHR condition to track testing status.

Product and Feature Options

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6266e559">Features</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e556 ">
                  <ul>
                    <li>Health Cloud</li>

                    <li>MuleSoft</li>

                    <li>Experience Cloud</li>

                    <li>Marketing Cloud Engagement</li>

                    <li>Social Studio</li>

                  </ul>
                </td>

                <td data-label="Features" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e559 ">
                  <ul>
                    <li>EHR Data Model </li>

                    <li>Surveys</li>

                  </ul>
                </td>

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

## COMMUNICATION CONSENT MANAGEMENT

Ability for the individual who signs up for an appointment to select preferences for communication including email, text, or phone calls. This is needed not just for appointment scheduling, but also for future notifications, such as vaccine recall, schedule reminders, and more.

Variations

Departments of public health and clinicians both require the ability to communicate with members of the public. A key distinction to consider in gathering consent is the nature of the content. A consideration is to ensure any consent captured has context for the purpose of COVID-19 trace, test, and immunization.

Technical Capability

Most basic implementation: standard opt-out fields on person accounts.

For more fine-grained consent management, consider the Consent Object Model.

If Marketing Cloud Engagement is being implemented, consider using Email Studio or Audience Studio for preference management.

Consider where consent management is controlled.

Product and Feature Options

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            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6266e668">Products</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6266e671">Features</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Products" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e668 ">
                  <ul>
                    <li>Marketing Cloud Engagement</li>

                    <li>Platform</li>

                  </ul>
                </td>

                <td data-label="Features" class="slds-cell-wrap" style="vertical-align:top;" headers="d6266e671 ">
                  <ul>
                    <li>Person Accounts</li>

                    <li>Consent Data Model</li>

                    <li>Email Studio or Audience Studio</li>

                  </ul>
                </td>

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

#### See Also

- [Vaccine Management Capabilities](https://help.salesforce.com/s/articleView?id=service.vaccine_mgt_capabilities.htm&release=264.0.0&type=5 "Vaccine management capabilities show you how Salesforce products and features are combined to expand your organization’s capabilities.")
- [Safety Cloud](https://help.salesforce.com/s/articleView?id=service.vaccine_mgt_overview.htm&release=264.0.0&type=5 "Safety Cloud helps organizations deliver safer in-person experiences for event staff, volunteers, and attendees.")
- [Vaccine Management Blueprint](https://help.salesforce.com/s/articleView?id=service.vaccine_mgt_blueprint.htm&release=264.0.0&type=5 "Get key product and industry information you can use to build vaccine management solutions.")
- [Vaccine Management Users](https://help.salesforce.com/s/articleView?id=service.vaccine_mgt_users.htm&release=264.0.0&type=5 "Depending on what role you play in vaccination, your needs are different.")