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            Set Up the Home Health Quote Component

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            Set Up the Home Health Quote Component

            Place the Home Health Quote Lightning component on the Person Account record pages. Care coordinators can then create quotes, and schedulers can schedule home visits for approved quotes.

            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 update pages:

            Health Cloud Admin permission set

            AND

            Customize Application
            1. On a person account record, from the Setup menu, select Edit Page.
            2. Place the Home Health Quote component at an appropriate spot.
              Tip
              Tip We recommend that you create a tab to place this component on.
            3. Save your changes.
            4. Click Activation.
            5. To set the person account record page as the default page for the Home Health app:
              1. Click App Default, and click Assign as App Default.
              2. Select Home Health, and click Next.
              3. Select Desktop, and click Next.
            6. Save your changes.
             
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