Loading
Feature Disruption - Service Cloud VoiceRead 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
            Set Up Dependent Home Visits

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Set Up Dependent Home Visits

            Enable your home health agency to support dependent visits where two care resources cater to the same patient at the same time. Dependent visits provide care continuity to patients and help improve their overall health outcomes.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To set up dependent visits: Field Service Admin Permission Set

            When your scheduler creates a visit, the Schedule Home Healthcare Visit flow works in the background and identifies the number of work types associated with the patient’s service request. Then, the flow automatically determines the number of care resources and the skills required for the patient’s visit. Accordingly, Home Health schedules either a single visit or two dependent visits for the same start time and assigns care resources with matching skills. Your schedulers save the time and effort involved in individually scheduling each visit.

            Home Health creates a care service visit record for each visit that also captures the relationship between the two.

            To support dependent visit scheduling, enable Field Service’s Complex Work option. You can use complex work to link dependent visits together so that multiple resources can cater to a patient at the same time.

            1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
            2. Click Scheduling, and then make sure General Logic is selected.
            3. Under Complex Work, select Enable complex work.
            4. Save your changes.

            Next, to link the visits, clone and activate the Create Home Visit Dependency flow.

            See Also

             
            Loading
            Salesforce Help | Article