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            Cancel Visits with Home Health

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            Cancel Visits with Home Health

            Visit cancellations are unavoidable. That’s why Home Health provides a quick and flexible cancellation process to save time, minimize manual errors, and promote efficient resource utilization. As a scheduler, you can cancel a single visit or multiple upcoming recurring visits in one go if your care resources or patients can’t make it to their appointments on the scheduled date.

            Required Editions

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

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

            1. In the App Launcher, find and select Home Health.
            2. Go to the Accounts tab and open the patient’s record page.
            3. In the All Home Visits section, select the visit.
              Note
              Note Use the calendar view and filters to find specific visits.
            4. Click the Action button, and then do one of the following:
              • To cancel a single start of care visit or recurring visit, select Cancel Visit.
              • To cancel subsequent recurring visits, select Cancel Subsequent Visits. If the visit count is more than 25, Home Health may require some additional time to process the cancellations.
              Note
              Note

              If you cancel one of the dependent visits, Home Health cancels the other visit as well. And, if you cancel subsequent visits, Home Health cancels all subsequent and dependent visits.

              If you cancel a visit that’s part of a group visit, Home Health cancels the visit and removes it from the group. There are no other changes to the group visit.

            5. Enter the cancellation reason and then click Confirm.
              A message confirming the cancellation appears.
            6. Click OK.
             
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            Salesforce Help | Article