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            Set Up Document Generation for Home Health

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            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.

            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 set up Document Generation:

            DocGen Designer

            or

            DocGen User
            1. Enable Document Generation.
              1. From Setup, in the Quick Find box, enter Document Generation, and then select General Settings.
              2. Turn on Document Templates Export.
              3. Turn on Design Document Templates in Salesforce.
            2. Create a Document Generation Setting record if your org doesn't already have a record.
              1. From Setup, in the Quick Find box, enter Document Generation, and then select Document Generation Settings.
              2. Click New.
              3. Enter a label and API name for the setting record.
              4. Enter DocgenDocumentTemplateLibrary as the document template library name.
              5. Set PDF as the preview type.
              6. Turn on Enable Server-Side Document Generation, Enable Batch Document Generation, and Enable InProgress DocGen Request Time Out.
              7. Click Create.

            See Also

             
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