Home Health

Use Home Health to efficiently schedule and manage visits for your organization’s home healthcare services. With this feature, your users can automate large parts of their operations, such as scheduling recurring visits and managing field resource assignments.

• Learn About Home Health
  Get to know the different users of Home Health, the field-level operations involved in home visits, and visit types and assignments. Learn about the patient eligibility verification and electronic visit verification workflows that expedite and streamline your home visit operations.
• Learn About Home Health’s Integrations
  Get to know how Home Health integrates with Utilization Management, Integrated Care Management, and Medication Management to enhance patient health outcomes and operational efficiencies.
• Home Health Data Model and Permissions
  Home Health is primarily built on the Field Service data model. Here’s the set of permissions, objects, and metadata types that you get with Home Health.
• Enable Home Health
  Before your users can start using Home Health, you must enable the feature, enable Field Service, and install the Field Service managed package.
• Get Your Org Ready to Use Home Health
  Before you get started with Home Health, complete a few standard tasks to prepare your org for the feature. Create profiles for your users and manage permission set assignments. You must also make changes to certain objects and generate the default scheduling policy.
• Set Up Field Resources, Regions, and Times for Home Health
  Create service resource records to represent your care resources in the field and create service territory records to define the regions where your organization provides home health services. Then, use service territory member records to assign your care resources to the region they operate in. You can do all of this in the Field Service Admin app.
• Define Service Report Templates for Home Health
  Service Report Templates help your users quickly generate reports for the visits they complete in the form of a PDF. You can share these reports with customers and supervisors to have the details of the visit on the record and to ensure that everyone’s on the same page about how the visit was performed. You can define Service Report Templates for your org from the Service Report Templates page in Setup, and then assign templates to the appropriate work types.
• Define Skills, Preferences, Objectives, and Work Types for Home Health
  Home Health assigns field resources to visits based on patient preferences and the skills required for each type of service. Use the Work Type and Skill objects, and related objects, to record these preferences and skills.
• Define Work Plan Templates for Home Health Visits
  Set up work plan templates for work types and use them to generate work plans for the work orders created for those work types. Work plan templates add tasks to scheduled visits that the field resource must complete before ending each visit. These tasks can be simple checklist items, or they can launch flows that the field resource can use to capture data for your org.
• The Home Health User Interface
  Home Health includes an app and three lightning components that your schedulers can use. Your care resources in the field have access to Home Health in the Field Service mobile app.
• Handle Field Resource Absences in Home Health
  Home Health gives you a record-triggered flow that updates scheduling conflicts when field resources assigned to visits take time off. The flow updates the visits affected by a resource’s absence with a new status, and then removes their resource assignments.
• Enhanced Scheduling and Optimization for Home Health
  Because Home Health is built over Salesforce Field Service, it can use the Enhanced Scheduling and Optimization feature to optimize visit assignments for your org. You can configure the Enhanced Scheduling and Optimization jobs that you set up to run every day and reassign visits for optimal field resource utilization. The goal of this optimization is to use point-to-point predictive routing so that your field resources spend more time in appointments and less time traveling between them.
• Set Up Quoting and Budgeting for Home Visits
  Enhance financial management and facilitate the seamless coordination of home healthcare services through the implementation of integrated quoting and budgeting capabilities. Your care coordinators and schedulers can use this optimized quoting and budgeting solution to consolidate patient information, generate accurate quotes and budgets, review benefits, and secure patient approval.
• Set Up Home Visit Broadcasting
  Optimize the complex visit broadcasting process of your home health agency by setting up the Field Service Mobile app. Visit broadcasting helps your agency reduce no-shows, handle the ever-increasing demand for care resources, and provide timely patient care by identifying matching care resources for a visit.
• Integrate Home Health with Integrated Care Management
  Help your users to create enhanced care plans, assign them to home visits, and coordinate care more efficiently for their patients. Care plans focus on the patient’s unique set of needs, preferences, and health problems. Coupling a care plan with the right home care services provides a patient-centered approach to care.
• Set Up Medication Administration and Management for Home Visits
  Help your clinicians to effectively administer medications and monitor a patient’s medication regimen during home visits. Set up flows and work steps so that your clinicians can use the Field Service Mobile app to manage medications safely, achieve greater medication adherence, and provide the best health outcomes to their patients.
• Set Up Electronic Visit Verification
  Help your care resources and schedulers to verify visits automatically or manually and save the visit start and end details accurately.
• Set Up Assessments for Home Health
  Use the power of Discovery Framework and Omnistudio to build assessments for home healthcare. Clinicians in the field use their Field Service mobile app to gather patient assessment responses while performing home visits. Your clinicians can also complete assessments offline by capturing responses in low or no-connectivity environments. Home Health's offline assessment capability ensures uninterrupted care and critical data capture regardless of where the care is delivered.
• Set Up Automated Order and Invoice Creation for Home Health Visits
  Automate your financial cycle and improve revenue recognition by implementing integrated order and invoice generation. Use this automated solution to capture service details from completed visits, generate accurate orders, and schedule invoice batch runs. Make sure that every service, travel cost, and inventory item is accurately captured on an order and invoiced the moment a caregiver marks a work order associated with a home healthcare visit as completed.
• Set Up Briefcase Records for Home Health
  Enable your clinicians in the field to access information seamlessly when their mobile app is offline. Use Briefcase Builder to create a Briefcase, which is a set of rules and filters that select records for offline use. Connect the Field Service mobile app with the Briefcase to give your clinicians access to the most relevant records, even when there’s a network outage or spotty internet coverage.
• Customize Multi-Address Scheduling of Home Healthcare Visits
  Help your schedulers create and select only active addresses when scheduling home healthcare visits. Add the Active field to the Contact Point Address default page layout. Also, update the Select Address for Home Healthcare Visits flow and the Schedule Home Healthcare Visits flow.
• Set Up Home Health for Patients
  Enable seamless communication and care coordination between patients and their home health agency by setting up a dedicated Home Health Experience cloud site for patients. Assign the required permissions to patients, define sharing settings for the org, and configure the Home Health flows. With these configurations, your patients can easily review and manage their home visits, leading to an efficient healthcare experience.
• Learn about Agentforce Setup for Home Health
  Leverage Agentforce to optimize home healthcare operations and improve patient health outcomes. Focus on patient-centered care with AI-driven summarization of patient information and personalized, real-time service recommendations. Boost operational efficiency and ensure accurate financial management by using Agentforce to analyze patient call transcripts, identify home visit needs, and generate patient coverage benefits and quotes.
• Artificial Intelligence for Home Health
  Get the top three recommended care professionals for a patient and use this information to swiftly schedule the patient's appointment with the most appropriate care professional.
• Use Home Health
  Use Home Health to efficiently schedule and manage visits for your organization’s home healthcare services. With this feature, you can automate large parts of your operations, such as scheduling recurring visits and managing care resource assignments.