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            Set Up the Home Health Budget Component

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            Set Up the Home Health Budget Component

            Place the Home Health Budget Lightning component on the Person Account record page. Care coordinators can then review the quotes and benefits, calculate the final budget, and send the budget document for patient approval.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To update pages:

            Health Cloud Admin permission set

            AND

            Customize Application
            Note
            Note If your home healthcare agency supports additional benefits and quotes for patients from invoices or other expenses, make sure that you set up the required custom flows before you begin to set up the component.
            1. On a person account record, from the Setup menu, select Edit Page.
            2. Place the Home Health Budget component at an appropriate spot.
              Tip
              Tip We recommend that you create a tab to place this component on.
            3. If your home healthcare agency supports additional benefits and quotes for patients from invoices or other expenses, complete these steps.
              1. Select Show the Get Additional Benefits button and Show the Get Additional Quotes button.
              2. Enter the API name of the custom flow that you created for additional benefits. If the custom flow is a screen flow, select Get additional benefits using a screen flow.
              3. Enter the API name of the custom flow that you created for additional quotes. If the custom flow is a screen flow, select Get additional quotes using a screen flow.
            4. Save your changes.
            5. Click Activation.
            6. Set the person account record page as the default page for the Home Health app.
              1. Click App Default, and click Assign as App Default.
              2. Select Home Health, and click Next.
              3. Select Desktop, and click Next.
            7. Save your changes.

            See Also

             
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