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            Set Up Automated Order and Invoice Creation for Home Health Visits

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            Set Up Automated Order and Invoice Creation for Home Health Visits

            Automate your financial cycle and improve revenue recognition by implementing integrated order and invoice generation. Use this automated solution to capture service details from completed visits, generate accurate orders, and schedule invoice batch runs. Make sure that every service, travel cost, and inventory item is accurately captured on an order and invoiced the moment a caregiver marks a work order associated with a home healthcare visit as completed.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited editions of Health Cloud with the Home Health and the Revenue Cloud Advanced license or the Revenue Cloud Billing add-on licenses.
            User Permissions Needed
            To setup automated order and invoice creation:

            Manage Home Health permission set

            AND

            Manage Pricing and Billing permission set

            AND

            Billing Admin permission set

            AND

            Billing Operations User permission set

            AND

            Billing Customer Service User permission set

            AND

            Context Service Admin permission set

            AND

            Context Service Runtime permission set

            AND

            Create Billing Schedules from Billing Transactions permission set

            AND

            Generate Invoices from Billing Schedule API permission set

            AND

            PlaceOrder API permission set

            AND

            Data pipeline Base User permission set

            AND

            Pricing Catalog Viewer permission set

            AND

            DocGen Designer permission set

            AND

            DocGen Runtime User permission set

            AND

            DocGen User permission set

            Before you set up automated invoicing, make sure that you complete these steps:

            1. From Setup, in the Quick Find box, enter Home Health, and then select Home Health Settings.
            2. In the Set Up Billing and Ordering for Home Health section, follow the guided setup.
            3. To manage pricing, ordering, and billing operations, assign the billing and pricing permission sets to the appropriate users.
            4. To support work orders for home healthcare, set up billing.
            5. To enable users and automated flows to create order records, set up ordering.
              1. In the Order Settings section, select all available options and save your changes.
            6. To notify the users of billing steps, create a Custom Notification.
              1. From Setup, find and select Custom Notification, and click New.
              2. Enter these details:
              • Custom Notification Name: Home Health Billing
              • API Name: HomeHealthBilling
              1. Select Desktop and save your changes.
            7. To start the billing process when a work order associated with a home healthcare visit is marked as Completed, activate the Start Billing Process on Work Order Completion Flow.

            Update and Activate the Create Billable Product Details Flow

            To create an order and order items, such as service, inventory, and travel product details for billing, update and activate the Create Billable Product Details Flow.

            1. Create a price book.
              1. From the App Launcher, find and select Price Books.
              2. Click New.
              3. Enter a name for your price book.
              4. Select Is Standard Price Book.
                You can use a standard or custom price book.
              5. If necessary, provide a description and set a date range for the price book’s validity.
              6. Set the price book as active.
              7. Associate your price book with a cost book and save your changes.
            2. In Flow Builder, clone the Create Billable Product Details flow.
            3. Update the Price Book ID variable with the ID of the price book you created.
            4. (Optional) If you enabled State and Country/Region Code Picklists, customize the Create Billable Product Details and Create Order and Order Items for Billing flows.
              • In the Create Billable Product Details flow, navigate to Transform Product Details element. Map the source data from the Service Appointment to the CountryCode and StateCode target fields.
              • In the Create Order and Order Items for Billing flow, update the Set Billing Address from Account and Set Billing Address from Shipping elements. Add field values for billing and shipping state and country codes using data from the Account.
            5. (Optional) The Create Inventory Product Charges for Home Healthcare flow doesn't automatically consolidate duplicate Work Order Line Items for the same product. To avoid duplicate charges, customize the flow logic to aggregate quantities or implement business rules that prevent duplicate product entries.
            6. Save and activate the flow.

            (Optional) Support Dynamic Pricing for Billable Products

            To calculate product pricing dynamically by using pricing attributes, customize the Create Service Product Charges for Home Healthcare, Create Inventory Product Charges for Home Healthcare, and Create Travel Product Charges for Home Healthcare flows.

            1. Set price-impacting attributes for products.
            2. From Setup, find a select Flows, and repeat these steps for each billing flow.
              1. To set the pricing attribute on the product detail record, add or update an Assignment element after the Iterate Over Service/Travel/Inventory Product loop element where product details are prepared.
              2. Replace fixed attribute type values with the pricing attribute value.
            3. Customize the Create Billing Transaction Graph flow used for order and order item creation.
              1. To pass the pricing attribute into the transaction data, add an Assignment element after the Iterate Through Order Items loop element where order items are created.
                The pricing attribute applies to each product and calculates the dynamic price.
             
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