As a scheduler at the home health agency, you can schedule home visits for approved
quotes directly from the Quotes tab. Home visit details are automatically filled from the
approved quotes, saving time, enhancing efficiency, and reducing manual errors.
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 schedule home visits:
Manage Home Health
The location of the user interface where you can schedule visits for approved 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 Quote tab, select the approved quote, click , and select Schedule Home Visit.
The New Home Visit window appears with details prefilled from the quote. Also,
Home Health creates a clinical service request for the approved quote.
Review the prefilled visit details and make any changes, if necessary.
Home Health schedules the home visits and assigns care resources to the
visits.
Patients can see the scheduled visits on their Home Health portal, efficiently monitor their home
visits, and achieve an enhanced healthcare experience.
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