To configure this feature:

1. Ensure the appropriate features are configured:
   • Sending Appointment Booking Requests via Approved Email
   • Appointment Booking: Responding to Meeting Requests in My Schedule
2. Navigate to Admin > Configuration > Objects > Account > Object Types.
3. Select the All Actions button.
4. Select Edit Object Type Fields.
5. Select the check box for the HCP Facing Display Name field under the appropriate object types. This activates the field for these selected object types.
6. Navigate to Admin > Users & Groups > Permission Sets.
7. Select the permission set for the appropriate user profile.
8. Navigate to Objects > Account.
9. Grant Read field permission to the hcp_facing_display_name__v field on the account__v object.

To configure this feature:

1. Ensure the appropriate features are configured to display the HCP Facing Display Name:
   • Sending Appointment Booking Requests via Approved Email
   • Appointment Booking: Responding to Meeting Requests in My Schedule
   • Granting Consent
2. Navigate to Admin > Configuration > Objects > Account > Object Types.
3. Select the All Actions button.

   

4. Select Edit Object Type Fields.
5. Select the check box for the HCP Facing Display Name field under the appropriate object types. This activates the field for these selected object types.

   

6. Navigate to Admin > Users & Groups > Permission Sets.
7. Select the permission set for the appropriate user profile.
8. Navigate to Objects > Account.
9. Grant Read permission to the hcp_facing_display_name__v field on the account__v object.

To define the format for HCP names to display:

1. Navigate to Admin > Configuration > Objects > Account > Fields.
2. Select the hcp_facing_display_name__v field.
3. Select Edit.
4. Update the formula with the appropriate HCP name format, for example, [First name] [Last name], <credentials>.

   

5. Select Save.

The formatted name displays when HCPs perform one of the following actions:

• Submit a meeting request on the Engage Scheduling Site – The HCP name displays in the Participants section of the page. See Sending Appointment Booking Requests via Approved Email for more information.

  

• View a confirmation email for an accepted meeting request – The HCP name displays in the email. SeeAppointment Booking: Responding to Meeting Requests in My Schedule for more information.
• Grant consent on the Consent Capture screen – The HCP name displays in the header. See Granting Consent for more information.

On the Engage Scheduling Site and in confirmation emails, if the end user does not have Read field permission to the hcp_facing_display_name__v field on the account__v object, the account name displays and is formatted according to the HCP's device’s country:

• [Last name][First name] for HCPs in Japan, Korea, or Taiwan
• [First name] [Last name] for HCPs in any other country