Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Clone and Activate the Notify Patients About Home Visits Flow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Clone and Activate the Notify Patients About Home Visits Flow

            Enhance patient engagement and improve care coordination with patient self-service capabilities by setting up the Notify Patients About Home Visits flow. The flow sends in-app notifications to patients and keeps them up to date about the approval or rejection of their home visit requests. Simply clone the latest version of the flow and activate it.

            Required Editions

            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

            Before you begin, create a custom notification for patient requests.

            1. From Setup, in the Quick Find box, enter Flows, and select Flows.
            2. Find and select the Notify Patients About Home Visits flow.
            3. Click Save As.
            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. If you want to redirect your users to a specific page when they select the in-app notification, do the following:
              1. Open the Send Notification action element.
              2. Go to the Target Page Reference attribute. By default, the value is { type: 'standard__webPage', attributes: { url: "#" } }.
              3. To redirect users to the list view of patient requests, replace “#” with "https://<Patient Experience Cloud Site URL>?page=requests&HomeHealthPage=VisitRequests".
              4. To redirect users to the detail page of patient requests, replace “#” with "https://<Patient Experience Cloud Site URL>?page=requests&HomeHealthPage=HomeVisit&HomeVisitID=<visitID>".
            7. Save your changes and activate your flow.
              The flow is ready for sending in-app notifications to patients.

            In addition to this flow configuration, we also recommend that you set up custom labels for all the messages used in the flow. This setup helps your patients to see translated versions of those messages in any language that Salesforce supports.

            See Also

             
            Loading
            Salesforce Help | Article