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            Map Products to Work Types for Home Health

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            Map Products to Work Types for Home Health

            Boost your care resource's efficiency and maintain consistent business processes by linking products to work types. Work types represent the various home healthcare services that your company offers, and products are the essential items needed for these services. Use the Product Required object to match products with work types, and make sure that your care resources have the necessary items during home visits.

            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 map products to work types:

            Manage Product Catalog

            or

            Manage Home Health

            Prerequisite: Configure the right set of products and work types for Home Health in your org.

            1. From the App Launcher, find and select Products Required.
            2. Click New.
            3. Select Work Type as the parent record, and then select the work type record that you want to map.
            4. From Product Required, select the product that you want to map.
            5. Enter the quantity and unit of measure.
            6. Save your changes.
              The work type and product are linked.
            7. Similarly, map all the products required for the work type.
            Note
            Note You can also add the required products to a work type by using the Products Required related list on the Work Type page. However, before you begin, make sure that you add the related list to the Work Type page layout. From Setup, go to Object Manager, open the Work Type object, and add the related list to the page layout.

            See Also

             
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