Create Profiles for Home Health Users

Users with different roles work on different aspects of Home Health. Schedulers work desk jobs and schedule visits for home healthcare services. Care resources work in the field and visit patient homes to provide care for patients. Based on the level of access to clinical data that they have, you can further classify care resources as clinicians and caregivers. Based on your organization’s roles and personas, set up profiles for these users.

Required Editions

Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health Add-On, Partner Community Add-On, and Partner Community Login Add-On license

User Permissions Needed
To create profiles:	Manage Profiles and Permission Sets

1. From Setup, in the Quick Find box, enter Profiles, and select Profiles.
2. Set up a profile for the scheduler persona.
   1. Click New Profile.
   2. For Existing Profile, select Standard User.
   3. Enter a name for the profile and click Save.
   4. Click Edit.
   5. In the General User Permissions section, select Run Flows. You must grant users the Run Flows permission to take action on a task that includes a flow.
   6. In the Tab Settings section, set the Group Visit object to Default On.
   7. Save your changes.
3. Set up profiles for the caregiver and clinician personas.
   1. Click New Profile.
   2. For Existing Profile, select Partner Community User, Partner Community Login User, or Standard Platform User.
   3. Enter a name for the profile and click Save.
   4. Click Edit.
   5. In the General User Permissions section, select Run Flows.
   6. Save your changes.

The profiles for all three user personas are ready and you can now create users with those profiles.

Note When you create user accounts for caregivers and clinicians, assign either the Partner Community, Partner Community Login, or the Salesforce Platform user license according to the profile that you select for them.