As a care coordinator, you can add home healthcare benefits for your patient when you
calculate the final budget. Depending on the patient's healthcare requirements, you can add a
benefit from the product catalog or create a custom benefit.
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 add benefits:
Home Health Quote
The location of the user interface where you can manage budgets and quotes depends on how
your Salesforce admin configures your org. If you can’t find the user interface, ask your
Salesforce admin for help.
From the App Launcher, find and select Home Health.
From the Accounts tab, open the patient’s record page.
On the Budget tab, get the benefits and quotes for a patient.
Add a benefit from the product catalog.
In the Benefits section, click Add Benefit.
Select a category, catalog, and the product or service for the home visit.
Only products of the Home Health Product record type are covered as benefits and
are available for selection.
Enter the unit count.
The unit price and the total price for the product or service appear. The
price amount is based on the price book and price book entry that your Salesforce
admin configured for your org.
Save your changes.
Home Health adds the benefit for the patient and lists it in the Benefits
section.
Create a custom benefit if the benefit isn't available in the product catalog.
In the Benefits section, click Create Custom Benefit.
Enter the name of the product or service for the home visit.
Enter the unit count and unit price.
The total price for the product or service appears.
Save your changes.
Home Health adds the custom benefit for the patient and lists it in the
Benefits section.
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