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            Register and Ship Remote Monitoring Devices

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            Register and Ship Remote Monitoring Devices

            Help patients stay on course with their care metric targets by registering healthcare devices or creating a shipping request to deliver devices to them. Care Coordinators can then track biometric data from these devices, identify healthcare gaps, and engage with patients for follow-ups.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Configure Tab Visibility

            You can configure which tabs to show on the Register Device and Create Shipping Request screen to give your users a streamlined experience.

            1. From Setup, in the Quick Find box, enter Flows, and select Flows.
            2. In the list of flows, click Register Device and Create Shipping Request.
            3. In Flow Builder, double-click Register Device and Create Shipping Request.
            4. In the Edit Screen window, click Register Device and Create Shipping Request.
            5. Configure which tabs to show.
              • To display both the Register Devices and the Create Shipping Requests tabs, on the right pane, in the Tab Settings field, enter All.
              • To display the Register Devices tab only, on the right pane, in the Tab Settings field, enter Register.
              • To display the Create Shipping Requests tab only, on the right pane, in the Tab Settings field, enter Ship.
            6. Click Done.

            Add an Action to the Patient’s Account Page

            Configure an action for the flow you created and add the action to the person account page layout.

            1. From the object management setting for Accounts, click Buttons, Links, and Actions.
            2. Select New Action.
            3. In Action Type, select Flow.
            4. In Flow, select Register Device and Create Shipping Request.
            5. In Standard Label Type, select None.
            6. Add a label, name, and description for the new action.
            7. Save your changes.
            8. From the object management setting for Person Accounts, go to Page Layouts.
            9. Select Person Account Layout.
            10. From the Mobile & Lightning Actions menu, drag the Register Device and Create Shipping Request field onto an editable part of the page.
            11. Save your changes.

            Register a Device for a Patient

            1. On the patient’s account page, click Register Device and Create Shipping Request.
            2. Select the products that represent the device types to register, and then click Next.
            3. Register devices for the patient.
            4. Save your changes.

            Create a Shipping Request

            1. On the patient’s account page, click Register Device and Create Shipping Request.
            2. Select the products that represent the device types to ship to the patient, and then click Next.
            3. Add the shipping information for the devices that you want to ship to the patient:
              1. Click the Create Shipping Request tab.
              2. Click Edit next to Quantity.
              3. Add the shipping information for the device, and then click Save Shipping Info.
            4. Save your changes.
            Note
            Note Starting Summer ‘21, the organization-wide default sharing setting for the Product object is Private. If you’re new to Salesforce, to use the object for device registrations, change the sharing setting to Public Read/Write.
             
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