Home Health uses a patient’s recorded preferences when it schedules visits for them and
assigns care resources to their visits. Schedulers can add these preferences to the patient from
the patient’s record page in the Home Health app.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To add patient preferences:
Manage Home Health
The location of the user interface where you can add patient preferences depends on how your
Salesforce admin configures your org. If you can’t find the user interface, ask your Salesforce
admin for help.
In the App Launcher, find and select Home Health.
Go to the Accounts tab and open the patient’s record page.
Go to the Preferences tab.
In the Care Service Preferences section, define the patient’s preferences for the assigned
care resource.
To define preferences for all visit scenarios, specify the information in the default
General Preferences subsection.
To define preferences that are unique to specific service scenarios, add additional
subsections and then specify the preference. To add additional subsections, select a service
type from the Care Service Type field and click
Add.
The service types that you can add in the Care Service
Preferences section depends on how your Salesforce admin configures service types in your
org. If you need to add more types of preferences, ask you Salesforce admin for
help.
Note
A patient's service type preferences override their general preferences. Home Health
considers all the recorded preferences and assigns care resources to the patient based on
their service type preferences.
For each preference in the Care Service Preferences section, specify the preference order
between 1 and 10. A lower value indicates higher importance. If you don’t enter a value, Home
Health considers a preference order of 10.
In the Care Resource Preferences section, add the care resources that the patient prefers,
requires, and wants to avoid.
In the Timing Preferences section, select an Operating Hours record that specifies the time
slots that the patient is open to scheduling visits for.
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