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            Create a Quote for Home Visits

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            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.

            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 create quotes: Home Health Quote

            The location of the user interface where you can create quotes depends on how your Salesforce admin configures your org. If you can’t find the user interface, ask your Salesforce admin for help.

            1. From the App Launcher, find and select Home Health.
            2. From the Accounts tab, open the patient’s record page.
            3. On the Quote tab, click Create Quote.
            4. Select the patient location where the visit is to be performed.
            5. Add the quote details.
              1. Enter a name for the quote.
              2. Select the price book to be used for home healthcare visits.
            6. If the quote has a source reference, specify the source details.
              1. In Source Reference, select Opportunity.
              2. Select the associated opportunity.
                The description of the opportunity record is auto populated.
            7. Add the visit details.
              1. Select Start of Care or Recurring as the visit type.
              2. Select the territory of the care resource.
            8. Add the service details.
              1. Select a service type.
                Home Health lists the skills associated with the service type.
              2. To add a related service, select Include Related Services, and then select another service type.
            9. In the Visit Time Details section, select the visit date and visit time.
              • If you know the specific scheduling time for the visit, select Exact Time Slot as the scheduling preference, and then select the start time and end time.
              • If you know the time slots that the patient is available for a visit, select Operating Hours as the scheduling preference, and then select an operating hour.
            10. If you’re creating a quote for recurring visits, specify how often the visits recur. In Frequency, select Daily, Weekly, or Monthly.
              • For Daily, specify the days on which the visits recur. For example, every day, every alternate day, or every third day.
              • For Weekly, specify the days of the week on which the visits recur. For example, every Monday, Wednesday, Friday of every week, every Monday and Thursday, or every alternate week.
              • For Monthly, specify which day of the month the visits recur. For example, every first Monday of the month or every fifth day of every month.
              • Depending on the patient's requirement, select either the end date of the recurrence period or enter the number of recurring visits.
            11. To cover service add-ons such as inventory or travel as part of the quote, select Include Service Add-ons.
            12. Click Create.

            Home Health creates the quote for the patient. Proceed to calculate the final budget and get an approval from the patient for the final budget.

            See Also

             
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