As a patient, use Home Health’s patient portal to raise a request for rescheduling an
upcoming home visit due to a change in your availability or preference. Request a visit reschedule
at any time without a phone call or an in-person visit to the home health agency.
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 reschedule:
Home Health Patient permission set
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.
Depending on the visit date, do one of the following:
To reschedule a visit for the current date, go to Today’s Visits.
To reschedule an upcoming visit, go to Other Visits and click
Upcoming.
Note If the current date is later than the visit date, you can’t raise a reschedule request
for the visit.
Select the visit to reschedule, click the Action button, and then select Request
Reschedule.
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.
In the New Request: Reschedule window, review the current date and time of the visit.
Select your preferred date and time for rescheduling the visit, and add any additional
comments.
Submit your request.
Your scheduler at the home health agency reviews and approves your request, and then
proceeds to reschedule the visit. If your visit can’t be rescheduled, 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.
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