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            Define Skills and Skill Types for Home Health

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            Define Skills and Skill Types for Home Health

            Different types of services require different skills from the caregivers who perform them. Additionally, patients often have different preferences for their caregivers. Use the Skills page in Setup to define both caregiver skills and patient preferences.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            Create and update skills in Setup: Customize Application
            Note
            Note While not every preference technically qualifies as a skill, Health Cloud represents all of them in the Skill metadata type.

            Define a skill type and then define a skill.

            1. In Setup, enter Skill Types in the Quick Find box and select Skill Types.
            2. Click New.
            3. Enter a name and developer name for the skill type.
            4. Save the Skill Type.
            5. Enter Skills in the Quick Find box and select Skill in the Skill Settings section.
            6. Click New.
            7. Enter a name, developer name, and description for the skill.
            8. Select the skill’s type in the Skill Type field.
            9. Save your skill.
             
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            Salesforce Help | Article