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            Request a Home Visit Cancellation

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            Request a Home Visit Cancellation

            As a patient, raise a request to cancel an upcoming home visit if you can’t make it to the visit on the scheduled date. Home Health’s patient portal provides a quick and effective way to cancel visits, reducing patient no-shows and minimizing manual errors involved in cancellations over a call. By raising cancellation requests on time, you also help your home health agency to efficiently utilize their care resources for other patients.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, and Health Cloud for Community Add-on licenses
            User Permissions Needed
            To request a home visit cancellation: Home Health Patient permission set
            1. Log in to the patient portal set up for your home health agency.
              When the agency’s Salesforce admin creates your user account, you receive an email with the login details and a link to reset the password. You can then use the new password to log in to the site.
            2. Do one of the following:
              • To cancel a visit for the current date, go to Today’s Visits.
              • To cancel an upcoming visit, go to Other Visits and click Upcoming.
              Note
              Note If the current date is later than the visit date, you can’t raise a cancel request for the visit.
            3. Select the visit to cancel, click the Action button, and then select Request Cancel.
              To search for a particular visit, click Filter, provide the search criteria such as visit status, visit date, and work type, and then click Apply.
            4. In the New Request: Cancel window, review the visit details.
            5. Enter your reason for requesting a cancellation.
            6. Submit your request.
              Your scheduler at the home health agency reviews and approves your request, and then proceeds to cancel the visit. If your visit can’t be canceled, your scheduler rejects your request and provides a reason for the rejection. You receive an in-app notification indicating the approval or rejection of your request.

            See Also

             
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