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            Set Up Record Types and Records for Home Health

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            Set Up Record Types and Records for Home Health

            To facilitate a unified quoting and budgeting process, create record types on the Product object and create records on the Product Specification Type and Product Specification Record Type objects. Use Home Health's guided setup to create the record types and records with minimal effort.

            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 create record types and records:

            Health Cloud Foundation permission set
            1. From Setup, in the Quick Find box, enter Home Health Settings, and select Home Health Settings.
            2. In the Set Up Budget for Home Health section, click Create Record Types and Records.
            3. Click Create.
              Home Health creates these record types and records:
              • The Home Health Service, Home Health Product, Home Health Inventory, and Home Health Travel record types on the Product object.
              • The Home Health Service, Home Health Travel, and Home Health Inventory records on the Product Specification Type object.
              • The Home Health Service, Home Health Travel, and Home Health Inventory records on the Product Specification Record Type object. These records map the Product record type with the respective Product Specification Type record.
            4. Assign the new record types to the user profiles of care coordinators so that they can handle the budgeting and quoting flow for home visits.
              NOTE: If you face any difficulty in completing this task by using Home Health's guided setup, go to Object Manager and manually create the record types and records.
            5. Set up data for home healthcare budgeting, as required.
              1. Create Care Limit Type records of metric type Money.
              2. Create Member Plan records of status Active.
              3. Create Coverage Benefit records of status Active. Associate the coverage benefit with the required member plan. Provide a valid start and end date for the benefit.
              4. Create Coverage Benefit Item records of status Active. Associate the item with the required coverage benefit.
              5. Create Coverage Benefit Item Limit records. Associate the item limit with the required coverage benefit item and care limit type. Provide a valid value for the Allowed Limit.

            See Also

             
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