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          Set Up Revenue Cloud for Home Health

          Set Up Revenue Cloud for Home Health

          Enable Revenue Cloud and set up Product Catalog Management and Salesforce Pricing to streamline how you manage products, catalogs, and pricing.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

          Prerequisite: Enable Revenue Cloud and complete the basic setup such as setting up quotes, turning on instant pricing, enabling Salesforce Pricing, and turning on Add Estimated Taxes to Quotes and Orders.

          • Set Up a Pricing Procedure for Home Health
            Use Salesforce Pricing and create a pricing procedure to help your care coordinators calculate the final net price of a home healthcare product or service availed by a patient. Pricing procedures are customizable, ordered stacks of pricing elements that call appropriate lookup tables to perform the pricing calculations. Transform all pricing policies established by your business into pricing procedures.
          • Set Up Catalogs, Categories, and Products for Home Health
            Set up Product Catalog Management and create a diverse portfolio of catalogs, categories, and products for home healthcare. Streamline product setup and reduce redundancy by using attributes and classifications when you configure products.
          • Map Products to Work Types for Home Health
            Boost your care resource's efficiency and maintain consistent business processes by linking products to work types. Work types represent the various home healthcare services that your company offers, and products are the essential items needed for these services. Use the Product Required object to match products with work types, and make sure that your care resources have the necessary items during home visits.
           
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