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            View Your Home Visit Requests

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            1. Salesforce Help
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            3. Health

            View Your Home Visit Requests

            As a patient, use Home Health’s patient portal to easily track and manage your home visit requests. The portal provides a unified view that effectively categorizes your schedule, reschedule, and cancel requests. You can also identify and review your submitted, approved, and rejected requests at a glance. Get real-time status updates and automated notifications when the schedulers at the home health agency approve or reject your requests.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, and Health Cloud for Community Add-on licenses
            User Permissions Needed
            To view home visit requests: Home Health Patient permission set
            1. Log in to the patient portal set up for your home health agency.
              When the agency’s Salesforce admin creates your user account, you receive an email with the login details and a link to reset the password. You can then use the new password to log in to the site.
            2. Click My Requests.
            3. Review your requests under the Schedule, Reschedule, and Cancel tabs.
              You can see the request status, request date, visit date, and any additional comments. For rejected requests, you can also see the scheduler’s reason for rejection.

            See Also

             
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            Salesforce Help | Article