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            Clone and Activate the Create Home Visit Dependency Flow

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            Clone and Activate the Create Home Visit Dependency Flow

            Optimize the scheduling process for dependent home visits by setting up the Create Home Visit Dependency flow. Simply clone the default flow and activate it.

            Required Editions

            When your schedulers create two dependent visits or update the related visit information, the flow automatically creates an appointment dependency record, which links the visits and sets their dependency to Same Start. Home Health uses this linking to identify and assign care resources who meet the requirements of the two visits so that both visits occur at the same time. This automation helps your schedulers to avoid any manual errors, save time, and focus on patient care continuity.

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To clone and activate flows:

            Health Cloud Foundation permission set
            1. From Setup, in the Quick Find box, enter Flows, and select Flows.
            2. Find and select the Create Home Visit Dependency flow.
            3. Click Save As New Flow.
            4. Enter a label, API name, and description for the clone, and then click Save.
            5. Review the flow’s elements and attributes. Update the elements only if you need to customize the flow further.
            6. Save your changes if necessary and activate your flow.

            The flow is ready for use and automatically creates the appointment dependency record when dependent visits are scheduled.

             
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