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            Enhanced Scheduling and Optimization for Home Health

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            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.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license

            The links below show how you can get started with setting up Enhanced Scheduling and Optimization. Note that it may already be turned on in your org. Verify this by going to Field Service Settings in the Field Service Admin app, and then clicking Get Started under Enhanced Scheduling and Optimization is here.

            • Update the Field Service Integration Permission for Home Health
              To use Enhanced Scheduling and Optimization, you must update the Field Service Integration permission set. This permission set gives Field Service access to the data needed for optimization, automatic scheduling, and service appointment bundling.
            • Enable Point-to-Point Routing for Home Health
              Home Health uses Enhanced Scheduling and Optimization to execute point-to-point routing and optimize field resource utilization. You must enable point-to-point routing in your org first before this optimization can happen.
            • Exclude Visits from Optimization in Home Health
              Not every visit has to go through optimization and reassignment. For instance, your org could have visits that have been canceled, completed, or put on hold. Changing assignments for these visits could lead to wasted resources and other complications. So, we recommend excluding visits with certain statuses from the optimization logic.
            • Set Up Recurring Jobs for Enhanced Scheduling and Optimization
              Set up Enhanced Scheduling and Optimization jobs that run every day and optimize your field resource utilization. We recommend scheduling these jobs to run after business hours or right before the business day starts so that the optimization accounts for last-minute changes in scheduling.

            See Also

             
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