Configure Field Service Mobile Settings for Electronic Visit Verification
Streamline, optimize, and standardize the electronic visit verification process by
customizing the settings of the Field Service Mobile app. Use these customizations to accommodate
the unique business needs of your home health agency while helping your care resources in the
field to automatically verify their visits.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To configure mobile app settings:
Field Service Admin permission set
From Setup, find and select Field Service Mobile Settings.
Next to the standard configuration named Field Service Mobile Settings, click
Show Details from the dropdown menu.
In the Additional Settings section, review and update the default settings as needed.
Geolocation Update Frequency in Minutes: Enter the number of
minutes between attempts to retrieve a care resource’s geolocation updates.
Geolocation Update Frequency in Minutes (Background Mode): Enter
the number of minutes between attempts to retrieve a care resource’s geolocation updates while
the app is running in the background.
Collect time zones for time sheet entries: Select to capture
time zones of work locations on time sheets.
Record Data Cache Time in Minutes: Enter the number of minutes
that data is kept in the app’s local cache.
Schedule Update Frequency Time in Minutes: Enter the number of
minutes between attempts to update a user’s schedule.
In the Automatic Status Change section, review and update the default settings as
needed.
Radius: Enter the home visit radius (100–5,000 meters) that
triggers a notification on status change to the care resource.
Cancellation Period: Enter the duration (10–600 seconds) that
the timer is visible. After this time, the status changes automatically and can’t be canceled.
Travel Status: Select the status that indicates that a care
resource is traveling to a home visit. We recommend selecting the Dispatched status.
On-Site Status: Select the status that indicates that a care
resource is at a home visit. We recommend selecting the In-Progress status.
Completed Status: Select the status that indicates that a care
resource completed a home visit. We recommend selecting the Completed status.
Save your changes.
That’s it, you’ve configured the settings for the Field Service Mobile app. You can
now proceed to set up the Verify Home Visit Electronically flow.
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