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            Update the Field-Level Security Permissions for Care Coordinators

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            Update the Field-Level Security Permissions for Care Coordinators

            To help your care coordinators easily manage quoting and budgeting, clone the Home Health Quote permission set and enable field level access for the required fields.

            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 clone and update permission sets:

            Manage Profiles and Permission Sets
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click Clone next to the Home Health Quote permission set.
            3. Enter a name, an API name, and a description for the cloned permission set.
            4. Save your changes.
            5. On the Permission Sets page, select the cloned permission set, and go to Object Settings.
            6. Go to these objects and enable Read access for these fields.
              Object Field
              Attribute Adjustment Condition

              Boolean Value

              Date Time Value

              Date Value

              Double Value

              Integer Value

              String Value
              Revenue Transaction Error Log

              Category

              Related Record
              Product Classification Attribute Overridden Inherited Attribute
              Quote

              Account for Quote

              Bill To

              Calculation Status

              End Date

              Grand Total

              Ship To

              Status

              Validation Result
              Quote Line Item Quote Action
            7. Go to these objects and enable the View All access.
              • Clinical Encounter
              • Health Condition
              • Medication Request
              • Allergy Intolerances
              • Patient Immunization
              • Patient Medical Procedure
            8. Save your changes.
            9. To assign the cloned permission set to care coordinators, go to Manage Assignments, and click Add Assignments.
            10. Select the relevant users, and click Assign.
            11. Click Done.

            Your care coordinators can now manage quoting and budgeting for patient home visits.

             
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