Enable your home health agency to schedule group visits by defining an appointment
bundle policy. Bundle policies determine how Home Health combines multiple patient visits into a
single group visit.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To create an appointment bundle policy:
Field Service Admin Permission Set
Appointment bundle policies and the Bundle Home Healthcare Visits flow work together to
combine individual patient visits into a group visit. Home Health assigns a single care resource
to the group visit to cater to all the patients in one go.
From the App Launcher, go to Appointment Bundle Policies.
Click New.
Enter the name as Home Health Default Bundle Policy.
Select Manual Bundling.
In Priority, enter a number that indicates the priority level for this bundle policy. The
lowest number has the highest priority.
In Limit Amount of Bundle Members, enter the maximum number of patient visits to bundle
into a group visit. We recommend setting the limit as 30 or below.
Configure the filter criteria and duration calculation as needed.
Save your changes.
Your schedulers can now seamlessly schedule a group visit.
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