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            Variables for Home Health Budget Document Template

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            Variables for Home Health Budget Document Template

            Create a sample document that you want to use as a template for budget documents and incorporate variables in your template, as necessary.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

            Use these variables when you create the budget document template. During document generation, tokens are replaced with actual data in the generated document.

            value variable

            Budget Start Date

            {{startDate}}

            Budget End Date

            {{endDate}}

            Product or Service

            {{#benefitList}}{{serviceName}}

            Product or Service Category

            {{category}}

            Unit Count

            {{unitCount}}

            Unit Price

            {{currency}}{{unitAmount}}

            Total

            {{currency}}{{benefitAmount}}{{/benefitList}}

            Total Benefits

            {{currency}}{{benefitTotalAmount}}

            Quote Name

            {{#quoteList}}{{quoteName}}

            Status

            {{status}}

            Total

            {{currency}}{{quoteAmount}}{{/quoteList}}

            Total Quotes

            {{currency}}{{quoteTotalAmount}}

            Net Balance

            {{currency}}{{netBalance}}

            See Also

             
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