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            Set Up Briefcase Records for Home Health

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            Set Up Briefcase Records for Home Health

            Enable your clinicians in the field to access information seamlessly when their mobile app is offline. Use Briefcase Builder to create a Briefcase, which is a set of rules and filters that select records for offline use. Connect the Field Service mobile app with the Briefcase to give your clinicians access to the most relevant records, even when there’s a network outage or spotty internet coverage.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To create a Briefcase:

            Customize Application

            Add the relevant objects and related objects to the Briefcase that you want to make available offline. You can also select a subset of relevant record data for your mobile workers by selecting Related Lists or Lookup Fields that relate to an object. You can further refine the data by applying filters and logic conditions.

            Note
            Note We recommend that you create two Briefcase records, one for patient clinical details and another for patient assessment details.

            Prerequisite: Download the Field Service Connected App

            1. Create a briefcase for patient clinical details and configure these properties.
              1. Next to Object Rules, click the plus sign (+), and select Service Appointment.
              2. For Service Appointment, set the first filter as Scheduled Start Less Than or Equal This Day, second filter as Scheduled End Greater Than or Equal This Day, and filter logic as (1 AND 2).
              3. Click Add Related Object and add Account as a related object by selecting the Account ID Lookup field. Account ID is a field on the Service Appointment object.
                In the Account properties, delete the filter.
              4. Add more related objects for Account as shown in the table. You can also add related objects for the Allergy Intolerance and Medication Statement objects. The table shows which related list or lookup field to select to relate the objects.
                Related Object Related List and Lookup Field
                Service Appointment > Account > Allergy Intolerance Allergy_Intolerance_Patients, Related List on Account
                Service Appointment > Account > Allergy Intolerance > Patient Health Reaction PatientHealthReactionParents, Related List on Allergy Intolerance
                Service Appointment > Account > Care Request MemberCareRequests, Related List on Account
                Service Appointment > Account > Clinical Encounter Account ID, Related List on Account
                Service Appointment > Account > Health Condition Health_Condition_Patients, Related List on Account
                Service Appointment > Account > Patient Immunization Account ID, Related List on Account
                Service Appointment > Account > Patient Medical Procedure Patient_Medical_Procedures1, Related List on Account
                Service Appointment > Account > Medication Request Medication_Request_Patients, Related List on Account
                Service Appointment > Account > Account Service Preference AccountServicePreferenceAccounts, Related List on Account
                Service Appointment > Account > Resource Preference ResourcePreferences, Related List on Account
                Service Appointment > Account > Service Resource ServiceResources, Related List on Account
                Service Appointment > Account > Operating Hours Operating Hour ID, Field on Account
                Service Appointment > Account > Medication Statement Medication_Statement_Patient, Related List on Account
                Service Appointment > Account > Medication Statement > Medication Medication ID, Field on Medication Statement
                Service Appointment > Account > Medication Statement > Patient Medication Dosage PMDParents, Related List on Medication Statement
            2. Click Next, and assign the Briefcase to clinicians.
              1. Select the plus sign (+) next to each user or group that you want to assign the Briefcase.
              2. Click Next.
            3. Select and associate the Field Service mobile app with your Briefcase.
              1. In the Connected Apps field, search for and select Salesforce Field Service for iOS and Salesforce Field Service for Android.
              2. Click Activate.
            4. Similarly, create another briefcase for patient assessment details and configure these properties.
              1. Next to Object Rules, click the plus sign (+) and select Assessment Staged Data.
              2. Set Maximum Records Returned as 1.
                Don't set any filters for the Assessment Staged Data object.
              3. Click the plus sign (+) and select Omni Process.
              4. Set the filter as Active Equals True.
              5. Add related objects for Omni Process as shown in the table.
                Related Object Related List and Lookup Field
                Omni Process > Omni Process Element OmniProcessElements, Related List on Omni Process
                Omni Process > Omni Process Element > Omni Process Assessment Question Version OmniProcessAQVersions, Related List on Omni Process Element
                Omni Process > Omni Process Element > Omni Process Assessment Question Version > Assessment Question Version Assessment Question Version ID, Field on Omni Process Assessment Question Version
              6. Save your changes.
              7. Assign the Briefcase to clinicians and associate the Field Service mobile app with your Briefcase.

            The Briefcases are connected with the Field Service mobile app and activated for the assigned users and groups.

            See Also

             
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