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            Schedule Dependent Visits with Home Health

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            Schedule Dependent Visits with Home Health

            Deliver timely and optimal care to your patients by staying on top of complex and dependent visits that require two care resources to cater to a patient at the same time. As a scheduler, you can use Home Health to easily create two dependent visits for a patient in a single go.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To schedule dependent visits:

            Manage Home Health

            Field Service Integration

            When a patient requires multiple services during a single visit, you can assign different care resources with the respective skills to provide those services. Home Health saves time and facilitates effortless scheduling of such dependent visits by working in the background to determine the number of care resources and skills required for a patient’s service request. Accordingly, Home Health schedules either a single visit or two dependent visits for the same start time and assigns care resources matching the required skills.

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

            1. In the App Launcher, find and select Home Health.
            2. Go to the Accounts tab and open the patient’s record page.
            3. Click New Home Visit.
            4. Select a visit type.

              If you select Recurring Visit, a message confirms if the patient has an active member plan and an eligible coverage benefit for home visits.

            5. Select a region.
            6. Select the scheduling policy for the visit. If you don’t know which scheduling policy to use, ask your Salesforce admin for help.
            7. Select the service request for the visit and ensure it’s associated with two work types.
              Home Health auto-populates the care resource count and skills.
            8. Select additional skills required for the first and second care resource.
            9. Indicate whether authorization is required for the visit.
            10. Click Next.
            11. To use an address other than the default shipping address for the visit, do one of the following:
              • Select the required address from the list.
              • If you can't find the required address, select Add New Address, and enter the details. You can also save the new location as a contact point address for the patient.
            12. Select the visit date and visit time.
              • If you know when to schedule the visit, select Specific Time from the Scheduling Preference field and use the Start Time and End Time fields.
              • If you only know the time slots when the patient is open to visits, select Available Hours from the Scheduling Preference field.
            13. If you’re scheduling recurring visits, specify how often the visits should recur.
              1. In the Visit Frequency field, select either Daily, Weekly, or Monthly.
              2. If you selected Daily, choose how many days apart the visit should repeat, and then specify either an end date or the number of occurrences.
              3. If you selected Weekly, choose how many weeks apart the visit should repeat. Select the days of the week for the visits, and then specify either an end date or the number of occurrences.
              4. If you selected Monthly, choose how many months apart the visit should repeat. Specify a date or a week and day of the month. Finally, specify either an end date or the number of occurrences.
            14. Add instructions for the home visits.
              1. Select Add visit instructions and click Next.
                The page to add the primary visit instructions appears.
              2. In Work Plan Template Details, search for and select the required work plan templates.
              3. In Work Step Details, review the list of steps for the selected templates.
              4. To add custom instructions, in Visit Instructions, select Add Template, and enter the template name and the visit instructions.
              5. Click Next.
                The page to add the related visit instructions appears.
              6. Repeat the above steps to add instructions for the related visit and click Next.
            15. In the New Home Visit Summary page, review the visit details, and click Schedule Visits.

            Home Health schedules the dependent visits and assigns the care resources in the background, and then notifies you when this is done.

            See Also

             
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