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            Set Up a Custom Flow to Handle Additional Benefits

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            Set Up a Custom Flow to Handle Additional Benefits

            After you set up a custom object to store the additional benefits of patients from invoices or other expenses, create a custom flow to help your care coordinators include such benefits in budget calculations. Set up the custom flow to suit your unique business needs and preferences and help your home health agency gain flexibility, get greater control, and achieve accurate budgeting and funding.

            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 flows:

            Manage Flow

            Prerequisite: Create a custom object to store the information about additional benefits.

            Use these instructions as a reference to help you get started with setting up a basic flow. Include additional elements and resources, if necessary.

            1. To get additional benefits, create a flow.
              For more information on each type of element, see Flow Elements and Flow Operators.
            2. To use the inputs provided by the care coordinator, on the Budget tab on the Person Account record page, in the flow, create these input variables.
              • benefitStartDate of data type Date
              • benefitEndDate of data type Date
              • memberPlanIdList of data type Text. Set the variable as a collection.
              • accountId of data type Text
            3. Add a Get Records element with these values.
              1. Set the custom object that you configured for additional benefits as the data source and set the filter to get all records. Apply filter conditions by using the input variables, if necessary.
              2. Store the results in a record collection variable.
            4. Add a Transform element with these values.
              1. Set the record collection variable (from the Get Records element) as the source and the healthcloudext__HomeVisitPatientBenefitDetails Apex class as the target.
              2. Map the ID (system-generated), Benefit Name, Unit Price, and Unit Count fields in the source to the benefitId, benefitName, unitPrice, and unitCount fields in the target, respectively.
                We recommend that you use the healthcloudext__HomeVisitPatientBenefitDetails Apex class as the target. However, you can also create and use a different Apex class, but make sure that your Apex class includes the benefitId (string), benefitName (string), unitPrice (decimal), and unitCount (decimal) field to map and transform the data correctly.
            5. Create an Apex-Defined collection output variable named homeVisitPatientBenefitDetails for the healthcloudext__HomeVisitPatientBenefitDetails Apex class.
            6. Add an Assignment element, and assign the output from the Transform element to the homeVisitPatientBenefitDetails variable.
            7. Save your changes and activate your flow.

            The flow is now ready to get additional benefits for the patient.

            To help care coordinators get the additional benefits during the budget calculation, integrate the flow with the Home Visit Budget Lightning component.

            See Also

             
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