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.
Required Editions
When your schedulers approve a patient request for scheduling a new visit, the Schedule Home
Healthcare Visit flow auto populates the visit details from the patient’s request. This
automation helps your schedulers to save time, avoid manual errors, and focus on patient care
continuity.
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To activate flows:
Health Cloud Foundation permission set
Note Complete these steps only if you’ve customized and activated an earlier version of the flow
in your org. Otherwise, no action is required from your end because the latest version of the
flow is active, by default.
From Setup, in the Quick Find box, enter Flows, and select
Flows.
Find and select the Schedule Home Healthcare Visit flow.
Review the flow’s elements and attributes. Update the elements only if you need to
customize the flow further.
Save your changes and activate your flow.
The flow is ready for scheduling home visits for patient requests.
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