Manage Quoting and Budgeting of Home Visits

Quoting and budgeting are complex and time-consuming processes. Here's how Home Health's comprehensive solution helps patients and users at the home health agency.

• Effective Financial Management
  • Integration with Product Catalog Management and Salesforce Pricing makes it easier to create accurate quotes and budgets.
  • Robust workflows improve financial transparency and compliance, accelerate on-time payments, and minimize claim denials.
• Enhanced Operational Efficiency
  • Home Health provides a single, unified process for care coordinators, and a simplified scheduling solution for schedulers.
  • Integration with Document Generation helps to autogenerate budget documents, reducing overhead and promoting consistency.
• Care Continuity and Patient-Centered Care
  • Home Health shares detailed budget and quote information to patients and obtains their approval, fostering trust and engagement.
  • Seamless integration of downstream tasks such as visit scheduling ensures consistent and prompt healthcare.

• Quoting and Budgeting Process Flow for Home Visits
  Understand the high-level process flow for quoting and budgeting at a home health agency.
• Create a Quote for Home Visits
  As a care coordinator, you can swiftly generate accurate quotes for your patient's home healthcare visits and services.
• Get Patient Benefits and Quotes for Home Visit Budgeting
  As a care coordinator, get a list of coverage benefits and quotes associated with a patient for a particular time period so that you can calculate the budget for home visits.
• Get Additional Benefits and Quotes for Home Visit Budgeting
  As a care coordinator, use the customized budgeting process that your home health agency adopts to get a list of the additional benefits and quotes for patients from invoices or other expenses. Promote accurate and detailed financial management by including these items in the final budget for home visits before you send the document for the patient's approval. Your home health agency gains flexibility, visibility, and greater control over the home visit budget by customizing the overall budgeting process according to their unique business needs.
• Add Benefits to Patients for Home Visit Budgeting
  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.
• Review Patient Benefits and Quotes for Home Visits
  As a care coordinator, review the patient's benefit and quote information for accurate budget calculation. Make the required changes before you send the budget document for your patient's approval.
• Send Home Visit Budget Document for Patient Approval
  As a care coordinator, send the budget document for approval to your patient after you review your patient's benefits, quotes, and final budget amount.
• Update Status for Quotes Approved by Patients
  As a care coordinator, update the status of quotes after your patients review and approve the final budget. If your patient approves the budget, you can set the quote status to Approved and schedulers can subsequently initiate the home visit scheduling.
• Schedule Home Visits for Approved Quotes
  As a scheduler at the home health agency, you can schedule home visits for approved quotes directly from the Quotes tab. Home visit details are automatically filled from the approved quotes, saving time, enhancing efficiency, and reducing manual errors.