Customizing Intelligent Appointment Management Omniscripts
Key Takeaway
Check for assets first: selfService and myAppointments don't support asset scheduling, so use selfScheduleProvidersAndAssets to book and the My Appointment component to view and cancel.
Intelligent Appointment Management in Agentforce Health uses prebuilt Omniscripts to run patient self-service on an Experience Cloud site. Users can book appointments, view and cancel them, and view insurance benefits. To fit a customer's process, you edit the steps of these Omniscripts and the Omnistudio components they call, such as Integration Procedures, Data Mappers and Flexcards.
The four Omniscripts
There are four Intelligent Appointment Management Omniscripts. Each one handles one self-service job on an Experience Cloud site.
| Omniscript | Self-service job |
|---|---|
selfService | Schedules appointments with providers |
selfScheduleProvidersAndAssets | Schedules appointments with providers and assets |
myAppointments | Lets users view and cancel appointments |
viewBenefits | Shows insurance benefits |
The Omniscripts run properly only when records exist for all required Intelligent Appointment Management objects. Appointment Reason and Work Type Care Specialty records must also be configured.