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            Update the Field-Level Security Permissions for Patients

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            Update the Field-Level Security Permissions for Patients

            To help your patients easily view and manage home healthcare details on the Home Health patient portal, clone the Home Health Patient permission set and enable field level access for the required fields.

            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 clone and update permission sets:

            Manage Profiles and Permission Sets
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click Clone next to the Home Health Patient permission set.
            3. Enter a name, an API name, and a description for the cloned permission set.
            4. Save your changes.
            5. On the Permission Sets page, select the cloned permission set, and go to Object Settings.
            6. Go to each object mentioned in Field Level Access for Patients and enable the mentioned access.
            7. Save your changes.
            8. To assign the cloned permission set to care coordinators, go to Manage Assignments, and click Add Assignments.
            9. Select the relevant users, and click Assign.
            10. Click Done.

            Your patients can now manage their home visits.

             
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