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Set Up Quoting and Budgeting for Home Visits
Enhance financial management and facilitate the seamless coordination of home healthcare services through the implementation of integrated quoting and budgeting capabilities. Your care coordinators and schedulers can use this optimized quoting and budgeting solution to consolidate patient information, generate accurate quotes and budgets, review benefits, and secure patient approval.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
To support and streamline budgeting and quoting for home visits, set up and integrate Context Services, Product Catalog Management, Salesforce Pricing, and Document Generation with Home Health.
- Set Up Record Types and Records for Home Health
To facilitate a unified quoting and budgeting process, create record types on the Product object and create records on the Product Specification Type and Product Specification Record Type objects. Use Home Health's guided setup to create the record types and records with minimal effort. - Set Up a Context Definition for Home Health
To support efficient data access for the budgeting and quoting capabilities of Home Health, create a context definition based on the predefined SalesTransactionContext context definition. - Set Up Revenue Cloud for Home Health
Enable Revenue Cloud and set up Product Catalog Management and Salesforce Pricing to streamline how you manage products, catalogs, and pricing. - Set Up Document Generation for Home Health
Set up the document generation capabilities so that your care coordinators and schedulers can easily handle the budget documents for home visits. - Create and Upload a Document Template for Home Health
Simplify and automate the generation of home visit budget documents by using document templates. Depending on your business needs, design a template with an appropriate structure, content, format, and variables. You can also include tables, paragraphs, columns, and images. - Create a Custom Notification for Home Visit Budgeting
Create a custom notification for sending in-app notifications to care coordinators about the status of budget document generation. When a care coordinator sends the budget information to a patient for approval, the Send Home Visit Budget Document flow creates the budget document and uses this custom notification to send a status notification. If the budget document creation fails, the flow sends a failure notification and care coordinators can retry the document generation process. - Clone and Activate the Send Home Visit Budget Document Flow
Automate budget document approval and improve care coordination by setting up the Send Home Visit Budget Document flow. The flow sends the budget document to patients and sends in-app notifications about the budget document status to care coordinators. Clone the latest version of the flow and activate it. - Set Up Custom Objects for Additional Benefits and Quotes
Create custom objects to store the information about additional benefits and quotes for patients from invoices or other expenses. These benefits are available to patients in addition to the standard benefits from member plans and product catalogs. The custom objects help your care coordinators to track and include the additional benefits and quotes in the overall budget calculation, facilitating detailed and accurate financial management of home healthcare. - Set Up a Custom Flow to Handle Additional Benefits
After you set up a custom object to store the additional benefits of patients from invoices or other expenses, create a custom flow to help your care coordinators include such benefits in budget calculations. Set up the custom flow to suit your unique business needs and preferences and help your home health agency gain flexibility, get greater control, and achieve accurate budgeting and funding. - Set Up a Custom Flow to Handle Additional Quotes
After you set up a custom object to store the additional quotes for patients from invoices or other expenses, create a custom flow to help your care coordinators include such quotes in budget calculations. Set up the custom flow to meet your unique business needs and preferences and help your home health agency gain flexibility, get greater control, and achieve accurate budgeting and funding.
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