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            Set Up a Custom Flow to Handle Additional Quotes

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            Set Up a Custom Flow to Handle Additional Quotes

            After you set up a custom object to store the additional quotes for patients from invoices or other expenses, create a custom flow to help your care coordinators include such quotes in budget calculations. Set up the custom flow to meet 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

            Prerequisites:

            • Create a custom object to store the information on additional quotes.
            • Create an Apex class to transform data from the custom object to the healthcloudext__HomeVisitPatientQuoteDetails Apex class.
            Note
            Note We recommend that you transform the data from the custom object to the healthcloudext__HomeVisitPatientQuoteDetails Apex class. You can also create and use a different Apex class, but make sure that your Apex class includes the quoteId (string), quoteName (string), createdDate (date), quotePrice (decimal), and productNames (list) fields to map and transform the data correctly.

            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 quotes, 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.
              • quoteStartDate of data type Date
              • quoteEndDate of data type Date
              • accountId of data type Text
            3. Add a Get Records element with these values.
              1. Set the custom object that you configured for additional quotes 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. Create an Apex-Defined collection output variable named homeVisitPatientQuoteDetails for the healthcloudext__HomeVisitPatientQuoteDetails Apex class.
            5. Add an Apex Action element with these values.
              1. In the Search Actions section, select the Apex class that you set up to transform data from the custom object to the healthcloudext__HomeVisitPatientQuoteDetails Apex class.
              2. Set the record collection variable (from the Get Records element) as the input.
              3. Select Manually assign variables (advanced), and select the homeVisitPatientQuoteDetails variable to store the output.
              The ID (system-generated), Quote Name, Created Date, Total Cost, and Product Names fields in the custom object are mapped and transformed to the quoteId, quoteName, createdDate, quotePrice, and productNames fields in the healthcloudext__HomeVisitPatientQuoteDetails Apex class, respectively.
            6. Save your changes and activate your flow.

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

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

            See Also

             
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