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            Create and Upload a Document Template for Home Health

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            Create and Upload a Document Template for Home Health

            Simplify and automate the generation of home visit budget documents by using document templates. Depending on your business needs, design a template with an appropriate structure, content, format, and variables. You can also include tables, paragraphs, columns, and images.

            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 create and upload document templates:

            DocGen Designer

            or

            DocGen User
            1. Create a sample document that you want to use as a template for budget documents in Microsoft Word or Microsoft PowerPoint.
            2. Create a document template record and upload the sample template.
              1. From the App Launcher, find and select Design Document Template.
              2. Click Create Template.
              3. Enter HomeHealthPatientBudget as the template name. Use this exact name to make sure that the right document template is used to generate the budget documents.
              4. Depending on the sample template that you created earlier, select Microsoft Word or Microsoft PowerPoint as the template type.
              5. Select JSON as the token mapping method.
              6. Select the document template usage type.
              7. Upload the Microsoft Word or Microsoft PowerPoint document, and save your changes.
              8. Click Activate.
            3. Share the document file with care coordinators and user groups so that they can generate the budget documents.
              Make sure you've configured the right user groups in your org.
              1. From the App Launcher, find and select Files.
              2. Select the budget document template file, and click Share.
              3. Select People or Groups.
              4. Select one or more users or groups, and then give them the Viewer access.
              5. Click Share.

            Your care coordinators can now use the document template to generate the budget documents for home visits.

            See Also

             
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