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Set Up the Home Health Visits Component

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Set Up the Home Health Visits Component

Place the Home Health Visits Lightning component on the Person Account record pages. The component is available on the Service Resource record page by default.

Required Editions

Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
User Permissions Needed
To update pages

Health Cloud Admin permission set

AND

Customize Application
  1. Open an existing person account record and select Edit Page in the Setup menu.
  2. Place the Home Health Visits component at an appropriate spot.
    Tip
    Tip We recommend creating a tab to place this component in.
  3. Save your changes.
  4. To view the properties panel, select the component you placed on your page layout.
  5. To show the patient card on the component in the Account record page, select Show patient card.
  6. To assign a custom color for a visit status, enter the status and the color code in the Visit Status 1 and Visit Status 1 Color fields, respectively. Similarly, assign colors for up to 10 statuses by using the relevant fields.
    Note
    Note Enter a valid hex color code. For example, use #FF0000 for the Scheduled status. Make sure that you assign unique colors for each visit status.
  7. Add more fields to the calendar and list view of the Person Account page.
    1. In Account Page: Additional Visit Calendar Fields, click Select, move the required fields to the Selected section, and click OK.
    2. In Account Page: Additional Visit List Fields, click Select, move the required fields to the Selected section, and click OK.
  8. Click Activation.
  9. Click App Default and click Assign as App Default.
  10. Select Home Health and click Next.
  11. Select Desktop and click Next.
  12. Save your assignments.
  13. Configure the component on the Service Resource page layout.
    1. Open an existing service resource record and select Edit Page in the Setup menu.
    2. To view the properties panel, select the Home Health Visits component that’s added by default to the page layout.
  14. Add more fields to the calendar and list view of the Service Resource page.
    1. In Service Resource Page: Additional Visit Calendar Fields, click Select, move the required fields to the Selected section, and click OK.
    2. In Service Resource Page: Additional Visit List Fields, click Select, move the required fields to the Selected section, and click OK.
  15. Save your changes.
 
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