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            Exclude Visits from Optimization in Home Health

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            Exclude Visits from Optimization in Home Health

            Not every visit has to go through optimization and reassignment. For instance, your org could have visits that have been canceled, completed, or put on hold. Changing assignments for these visits could lead to wasted resources and other complications. So, we recommend excluding visits with certain statuses from the optimization logic.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To update Field Service settings Field Service Admin permission set
            1. From the App Launcher, open the Field Service Admin app, and then select Field Service Settings.
            2. Click Optimization and click Logic.
            3. In the Global Optimization, In-Day Optimization, and Resource Schedule Optimization sections, select the statuses that you want to exclude from optimization.
            4. Save your settings.
             
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