Streamline patient care by enabling schedulers to create and manage home health visits
directly from a patient's record page by activating the Schedule Home Healthcare Visit flow.
Schedulers can set up an initial start-of-care visit, schedule recurring visits by using
advanced recurrence options, or create visits based on patient requests.
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 enable the Schedule Home Healthcare Visit flow:
Health Cloud Admin permission set
From Setup, in the Quick Find box, enter Flows, and select
it.
Find and select the Schedule Home Healthcare Visit flow.
Review the flow’s elements and attributes.
If needed, update the elements to customize the flow.
Save and activate your flow.
The flow is ready for scheduling home visits for patient requests.
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