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            Define Work Plan Templates for Home Health Visits

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            Define Work Plan Templates for Home Health Visits

            Set up work plan templates for work types and use them to generate work plans for the work orders created for those work types. Work plan templates add tasks to scheduled visits that the field resource must complete before ending each visit. These tasks can be simple checklist items, or they can launch flows that the field resource can use to capture data for your org.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            • Enable Work Plans for Home Health
              To automatically create work plans from work plan templates, you must first enable the setting in Setup.
            • Create Work Plan Templates for Home Health
              Each work plan template record represents a group of tasks that a field resource must perform as part of a visit.
            • Create Work Plan Template entries for Home Health
              Each task under a work plan template’s group is represented using work plan template entry records and their associated work step entry record.
            • Define Work Plan Selection Rules for Home Health
              Work Plan Selection Rules determine when you use work plan templates to generate work plans for work orders. Health Cloud checks the values of certain fields on Work Order records, and then generates work plans from templates if those values match the selection rules that you define for different templates. Make sure you've already created records for the conditions you want to select. For example, create the necessary work types and service territories.
             
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            Salesforce Help | Article