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.
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 review benefits and quotes:
Home Health Quote
The location of the user interface where you can manage budgets and quotes depends on how
your Salesforce admin configures your org. If you can’t find the user interface, ask your
Salesforce admin for help.
From the App Launcher, find and select Home Health.
From the Accounts tab, open the patient’s record page.
On the Budget tab, review the budget details.
Get the benefits and quotes for the patient.
Add benefits for the patient.
Review the coverage benefits and quotes for any updates.
If necessary, edit the benefits.
Click , and select Edit.
Update the unit count for the benefit and save your changes.
Note
You can't edit a quote on the Budget tab. To make any changes, go to the Quote record
page.
If necessary, remove a benefit or quote from the budget calculation.
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