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            Configure the Work Order Object

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            Configure the Work Order Object

            Configure the Work Order object to use Home Health and improve its experience on the mobile app. Update the page layout with the Patient Detail Lightning and Mobile action and create a Home Health record type.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To modify object configurations: Health Cloud Admin Permission Set
            1. In Setup, go to the Object Manager and find Work Order.
            2. Click Page Layouts and open Work Order Layout.
            3. Select Mobile & Lightning Actions.
            4. In the Salesforce Mobile and Lightning Experience Actions section, select override the predefined actions, and then place the Patient Details quick action in this section.
            5. Save your changes.
            6. Click Home, enter Home Health Settings in the quick find box, and then select Home Health Settings.
            7. Click the New Record Type button under the Get Your Org Ready to Use Home section.
            8. Click Create to create a Home Health record type for the associated work orders.
             
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