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            Add Benefits to Patients for Home Visit Budgeting

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            Add Benefits to Patients for Home Visit Budgeting

            As a care coordinator, you can add home healthcare benefits for your patient when you calculate the final budget. Depending on the patient's healthcare requirements, you can add a benefit from the product catalog or create a custom benefit.

            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 add benefits: Home Health Quote

            The location of the user interface where you can manage budgets and quotes depends on how your Salesforce admin configures your org. If you can’t find the user interface, ask your Salesforce admin for help.

            1. From the App Launcher, find and select Home Health.
            2. From the Accounts tab, open the patient’s record page.
            3. On the Budget tab, get the benefits and quotes for a patient.
            4. Add a benefit from the product catalog.
              1. In the Benefits section, click Add Benefit.
              2. Select a category, catalog, and the product or service for the home visit.
                Only products of the Home Health Product record type are covered as benefits and are available for selection.
              3. Enter the unit count.
                The unit price and the total price for the product or service appear. The price amount is based on the price book and price book entry that your Salesforce admin configured for your org.
              4. Save your changes.
                Home Health adds the benefit for the patient and lists it in the Benefits section.
            5. Create a custom benefit if the benefit isn't available in the product catalog.
              1. In the Benefits section, click Create Custom Benefit.
              2. Enter the name of the product or service for the home visit.
              3. Enter the unit count and unit price.
                The total price for the product or service appears.
              4. Save your changes.
                Home Health adds the custom benefit for the patient and lists it in the Benefits section.

            See Also

             
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            Salesforce Help | Article