Set Up Home Health for Patients

Prerequisites:

• Verify that Digital Experiences is enabled.
• Select Allow using standard external profiles for self-registration, user creation, and login under Digital Experience Settings.
• From the Company Information page in Setup, ensure you have these org-wide user licenses:
  • Customer Community user license
  • Customer Community Login user license
  • Customer Community Plus user license
  • Customer Community Plus Login user license
• Create a user profile for Experience cloud site users

  Make sure you select a community user license available in the org.

• Create Experience cloud site user accounts for Home Health patient accounts

  Make sure you select the Experience cloud user profile that you created. Also, assign the Home Health Patient permission set to the user account.

  After you create the user account, patients receive an email with the login details and a link to reset the password. Patients can then use the new password to log in to the Home Health patient portal.

• Build an Experience Site for Home Health Patients
  Set up an Experience Cloud site with the Home Health Patient Visits lightning component to keep your patients connected with their home health agency. Patients can easily access the site from their personal devices to manage their past, current, and upcoming home visits.
• Define Sharing Settings for Home Health Patients
  Give your patients access to the profile picture of their caregivers by defining sharing settings for the User object. When your patients access their Experience cloud site, they can view the picture along with the other home visit details such as visit date, time, and status.
• Create a Custom Notification for Patient Requests
  Create a custom notification for sending in-app notifications to patients about their home visit requests. When a scheduler approves or rejects a patient’s request, the Notify Patients About Home Visits flow uses this custom notification to send a notification to the patient.
• 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.
• Activate the Schedule Home Healthcare Visit Flow
  Optimize the patient self-scheduling process and help your schedulers to easily schedule visits based on patient requests by setting up the Schedule Home Healthcare Visit flow. Simply activate the latest version of the flow and you’re done.
• Activate the Reschedule Home Healthcare Visit Flow
  Streamline and expedite the home visit rescheduling process for reschedule requests raised by patients by setting up the Reschedule Home Healthcare Visit flow. Simply activate the latest version of the flow and you’re done.