Get Patient Benefits and Quotes for Home Visit Budgeting
As a care coordinator, get a list of coverage benefits and quotes associated with a
patient for a particular time period so that you can calculate the budget for 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 get benefits and quotes:
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.
From the App Launcher, find and select Home Health.
From the Accounts tab, open the patient’s record page.
On the Budget tab, in the Budget Calculator section, select a start date and an end
date.
If necessary, enter one or more member plans of the patient.
Click Get Benefits and Quotes.
The Benefits and Quotes sections list the patient's benefits and quotes respectively for
the selected time period and member plans.
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