Home Health Default Scheduling Policy

The Home Health default scheduling policy is intended for you to use as a template to get your implementation started. If the default policy doesn’t meet the scheduling needs of your organization, create your own scheduling policy with the appropriate rules and objectives.

Generate the default scheduling policy by clicking Enable Default Scheduling Policy and then Enable on the Home Health Settings page in Setup. You can then use the App Launcher to open Scheduling Policies and view the policy.

You can view the policy's work rules and service objectives from the record's Related tab. Work rules refine the list of candidates for a service appointment by rejecting service resources that violate any rule. Service objectives indicate your scheduling goals.

The default scheduling policy uses these work rules to filter the list of appropriate care resources for visit assignment:

• Active Resources
• Due Date
• Earliest Start Permitted
• Excluded Resources
• Match Skills
• Match Territory
• Required Service Resource
• Resource Availability
• Scheduled End
• Scheduled Start
• Service Appointment Visiting Hours
• Service Crew Resource Availability

In addition to these work rules, the Home Health default scheduling policy uses certain service objectives and their specified weight to determine how to rank the available options for each assignment. Here’s the set of service objectives that we use and their corresponding weight.

Important Create service objectives of the Skill Preference record type for each skill type defined in your org. Then, add the service objectives to the Home Health Default Scheduling Policy and specify the weight per your business requirements. The policy considers this information along with the default objectives to assign the most suitable care resource to a home visit per the patient’s skill preference.