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            Set Up Catalogs, Categories, and Products for Home Health

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            Set Up Catalogs, Categories, and Products for Home Health

            Set up Product Catalog Management and create a diverse portfolio of catalogs, categories, and products for home healthcare. Streamline product setup and reduce redundancy by using attributes and classifications when you configure products.

            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 catalogs, categories, and products:

            Manage Product Catalog

            or

            Manage Home Health

            Here's some high-level information to help you get started with the setup.

            • Products are benefits, items, and services that patients can avail during their home healthcare visits.
            • Categories organize and group products in your catalog. You can assign products to more than one category and subcategory. Product discoverability increases manifold when you assign products to the right categories and subcategories.
            • Catalogs are a collection of products that are organized into categories for easier discoverability. You must create a catalog before you create categories and assign products to the categories.
            1. Set up Product Catalog Management for Home Health.
            2. Create catalogs for home healthcare products and services.
            3. Create categories and subcategories for each catalog.
            4. Create products by selecting the appropriate record type.
              • Home Health Product: To create a product representing the home healthcare benefits availed by patients.
              • Home Health Service: To create a product representing the home healthcare services availed by patients.
              • Home Health Inventory: To create a product representing inventory items used in patient home healthcare.
              • Home Health Travel: To create a product representing the travel involved in patient home healthcare visits.
            5. Assign products to catalog categories and subcategories.
            6. Set up a price book and price book entry for products.

            See Also

             
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